TopTier Wealth Management, LLC: 13F holdings
CIK 21093672026Q2
| Positions | 133 |
|---|
| Reported value | $165.5m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 133 (-662 vs prior quarter) |
|---|
| Reported value | $165.5m (+1.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DGRW WISDOMTREE TR | 163,408 | $15.6m | 9.4% |
| QQQ INVESCO QQQ TR | 17,746 | $13.1m | 7.9% |
| CCEP WISDOMTREE TR | 109,947 | $10.6m | 6.4% |
| EES WISDOMTREE TR | 93,282 | $6.3m | 3.8% |
| EPS WISDOMTREE TR | 80,257 | $6.2m | 3.8% |
| BOXX EA SERIES TRUST | 47,192 | $5.5m | 3.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 7,328 | $5.5m | 3.3% |
| IJH WISDOMTREE TR | 60,687 | $4.6m | 2.8% |
| VTI VANGUARD INDEX FDS | 9,809 | $3.6m | 2.2% |
| IJR ISHARES TR | 22,479 | $3.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109367")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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