TopTier Wealth Management

Latest statistics and disclosures from TopTier Wealth Management's latest quarterly 13F-HR filing:

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Positions held by TopTier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for TopTier Wealth Management

TopTier Wealth Management holds 795 positions in its portfolio as reported in the March 2026 quarterly 13F filing

TopTier Wealth Management has 795 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 8.6 $14M 158k 87.84
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Invesco Qqq Tr Unit Ser 1 (QQQ) 6.4 $11M 18k 577.17
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Wisdomtree Tr Us Largecap Divd (DLN) 5.8 $9.4M 106k 89.33
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Wisdomtree Tr Us Smallcap Fund (EES) 3.4 $5.5M 95k 58.05
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Wisdomtree Tr Us Largecap Fund (EPS) 3.4 $5.5M 80k 68.11
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Ea Series Trust Alpha Arch 1-3 (BOXX) 3.2 $5.3M 45k 116.29
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.9 $4.8M 7.3k 650.36
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Wisdomtree Tr Us Midcap Fund (EZM) 2.5 $4.1M 61k 67.22
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Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $3.1M 9.7k 320.82
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Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 1.7 $2.7M 58k 47.70
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Ishares Tr Core S&p Scp Etf (IJR) 1.6 $2.7M 22k 124.31
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 1.5 $2.5M 60k 41.06
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Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 1.4 $2.4M 49k 48.00
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Wisdomtree Tr Intl Equity Fd (DWM) 1.4 $2.3M 32k 69.89
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Wisdomtree Tr Us Smallcap Divd (DES) 1.3 $2.1M 59k 35.94
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Wisdomtree Tr Us Quality Grow (QGRW) 1.3 $2.1M 39k 53.43
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Wisdomtree Tr Us Midcap Divid (DON) 1.3 $2.0M 39k 52.54
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Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 1.3 $2.0M 42k 48.85
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NVIDIA Corporation (NVDA) 1.2 $2.0M 12k 174.40
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Apple (AAPL) 1.1 $1.9M 7.4k 253.80
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.0 $1.7M 36k 47.08
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 1.0 $1.7M 37k 46.13
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Innovator Etfs Trust Us Eqty Bufr May (BMAY) 1.0 $1.7M 37k 44.87
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Ishares Silver Tr Ishares (SLV) 1.0 $1.6M 24k 68.14
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Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.9 $1.5M 31k 48.98
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Etf Opportunities Trust American Conser (ACVF) 0.9 $1.5M 31k 47.61
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.8 $1.3M 40k 33.77
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.8 $1.3M 2.1k 616.73
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.8 $1.2M 28k 44.93
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Ishares Gold Tr Ishares New (IAU) 0.7 $1.1M 13k 88.16
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Wisdomtree Tr Wisdomtree Us Va (WTV) 0.7 $1.1M 12k 94.73
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Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.7 $1.1M 41k 26.91
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.7 $1.1M 25k 42.72
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Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.6 $1.0M 28k 36.25
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.6 $1.0M 22k 46.07
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Innovator Etfs Trust Defined Wlt Shld (BALT) 0.6 $992k 30k 33.47
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Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.6 $947k 19k 49.41
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Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.6 $934k 22k 43.02
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.6 $928k 17k 55.85
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Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $923k 14k 67.53
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.5 $890k 19k 48.15
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.5 $884k 15k 60.10
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Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $825k 17k 48.08
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.5 $821k 19k 42.50
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Innovator Etfs Trust Equity Defined P (ZSEP) 0.5 $815k 31k 26.72
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Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.5 $763k 18k 43.06
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Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.5 $758k 16k 46.25
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W.W. Grainger (GWW) 0.5 $756k 693.00 1090.81
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Enterprise Products Partners (EPD) 0.5 $744k 20k 37.84
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.5 $744k 14k 52.80
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $732k 13k 56.68
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.4 $730k 18k 40.86
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $730k 10k 73.14
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First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.4 $682k 16k 43.55
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Listed Fds Tr Roundhill Magnif (MAGS) 0.4 $663k 11k 57.94
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Innovator Etfs Trust Us Small Cap Pwr (KDEC) 0.4 $651k 25k 25.70
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $621k 11k 55.52
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $593k 12k 50.34
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $592k 2.8k 215.04
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Meta Platforms Cl A (META) 0.4 $581k 1.0k 571.97
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $539k 9.0k 60.12
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $537k 2.3k 234.03
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Wisdomtree Tr True Developed I (DOL) 0.3 $523k 7.7k 67.99
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Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $523k 27k 19.30
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $518k 13k 40.10
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UnitedHealth (UNH) 0.3 $499k 1.8k 270.62
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Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.3 $498k 10k 47.99
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Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.3 $492k 9.9k 49.69
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.3 $479k 12k 39.94
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Amazon (AMZN) 0.3 $470k 2.3k 208.27
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Innovator Etfs Trust Us Small Cap Pwr (KAUG) 0.3 $468k 18k 26.81
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.3 $467k 12k 39.80
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Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.3 $460k 4.5k 101.94
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Microsoft Corporation (MSFT) 0.3 $455k 1.2k 370.25
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Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.3 $444k 9.7k 45.87
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First Tr Exchange-traded SHS (FVD) 0.3 $442k 9.4k 47.03
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Wisdomtree Tr Us Multifactor (USMF) 0.3 $438k 8.9k 49.38
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.3 $421k 15k 28.00
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Vanguard Index Fds Growth Etf (VUG) 0.3 $415k 951.00 436.66
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Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.3 $413k 7.9k 52.49
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Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.2 $388k 5.6k 69.90
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.2 $380k 7.5k 50.41
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $368k 862.00 426.40
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First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.2 $361k 8.4k 42.96
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Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $359k 6.8k 52.96
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Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.2 $348k 6.5k 53.33
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Stryker Corporation (SYK) 0.2 $346k 1.1k 328.71
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $340k 3.7k 92.76
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Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.2 $338k 10k 33.93
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Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.2 $336k 8.1k 41.72
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Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $333k 19k 17.15
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Ishares Tr Expanded Tech (IGV) 0.2 $331k 4.1k 80.05
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $329k 2.8k 118.60
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $327k 1.4k 237.68
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Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.2 $312k 6.6k 47.20
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $308k 3.1k 100.57
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $307k 513.00 597.55
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Morgan Stanley Com New (MS) 0.2 $305k 1.9k 164.58
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Royal Caribbean Cruises (RCL) 0.2 $296k 1.1k 275.18
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Innovator Etfs Trust Growth 100 Power (NSEP) 0.2 $293k 10k 28.74
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Pimco Dynamic Income SHS (PDI) 0.2 $291k 17k 17.11
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $291k 4.6k 62.97
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $290k 14k 20.41
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.2 $290k 5.8k 50.33
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Wisdomtree Tr Dynamic Intl Eqt (DDWM) 0.2 $275k 6.2k 44.11
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Alphabet Cap Stk Cl C (GOOG) 0.2 $273k 953.00 286.83
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $267k 5.4k 49.69
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Innovator Etfs Trust Innovator Gw 100 (NFEB) 0.2 $266k 9.7k 27.39
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Ishares Tr Core High Dv Etf (HDV) 0.2 $265k 2.0k 135.72
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First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.2 $265k 6.7k 39.76
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $260k 1.6k 158.54
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Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $259k 5.7k 45.65
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Global X Fds S&p 500 Covered (XYLG) 0.2 $255k 9.7k 26.28
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Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.2 $255k 4.8k 53.37
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Tesla Motors (TSLA) 0.2 $254k 683.00 371.75
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Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $253k 4.8k 52.15
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Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.1 $240k 4.3k 56.36
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Kla Corp Com New (KLAC) 0.1 $238k 161.00 1475.39
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Intuit (INTU) 0.1 $223k 516.00 432.38
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $221k 2.3k 95.44
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Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.1 $219k 5.7k 38.67
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Innovator Etfs Trust Equity Defined P (ZAUG) 0.1 $212k 7.9k 26.63
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Wisdomtree Tr Intl Midcap Dv (DIM) 0.1 $206k 2.5k 82.85
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Tortoise Capital Series Trus North Amrcn Pipe (TPYP) 0.1 $204k 4.8k 42.36
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J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $200k 4.1k 48.86
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.1 $198k 4.1k 48.49
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Visa Com Cl A (V) 0.1 $197k 652.00 302.33
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Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.1 $196k 4.6k 42.51
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Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $195k 2.4k 81.50
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Wells Fargo & Company (WFC) 0.1 $192k 2.4k 79.62
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Wisdomtree Tr India Erngs Fd (EPI) 0.1 $191k 4.7k 40.80
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.1 $189k 3.3k 56.50
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TJX Companies (TJX) 0.1 $189k 1.2k 159.66
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Applied Materials (AMAT) 0.1 $184k 537.00 342.05
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $182k 4.0k 45.97
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Innovator Etfs Trust Equity Defined P (ZMAR) 0.1 $181k 6.6k 27.59
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Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) 0.1 $174k 2.0k 86.15
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $172k 4.0k 43.11
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $169k 500.00 337.95
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Wisdomtree Tr Intk Mltifactr (DWMF) 0.1 $169k 5.0k 33.69
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $161k 1.9k 84.92
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $159k 1.5k 106.01
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Corning Incorporated (GLW) 0.1 $152k 1.1k 135.97
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Ge Aerospace Com New (GE) 0.1 $150k 528.00 283.77
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Toll Brothers (TOL) 0.1 $149k 1.1k 136.47
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Innovator Etfs Trust Equity Defined P (AJUL) 0.1 $149k 5.1k 29.00
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Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $144k 3.6k 40.10
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $143k 2.8k 51.78
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $141k 1.4k 101.71
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $134k 938.00 142.43
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Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) 0.1 $132k 3.6k 36.82
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Assurant (AIZ) 0.1 $124k 569.00 217.81
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American Electric Power Company (AEP) 0.1 $123k 939.00 131.04
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Broadcom (AVGO) 0.1 $119k 383.00 309.50
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Cummins (CMI) 0.1 $118k 220.00 538.02
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Vanguard World Mega Grwth Ind (MGK) 0.1 $118k 322.00 367.45
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Johnson & Johnson (JNJ) 0.1 $117k 478.00 244.44
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $117k 607.00 191.87
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First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.1 $116k 3.5k 33.48
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Capital One Financial (COF) 0.1 $116k 635.00 182.43
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Ameriprise Financial (AMP) 0.1 $114k 256.00 444.40
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Raytheon Technologies Corp (RTX) 0.1 $114k 588.00 192.95
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First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $113k 2.4k 47.37
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Netflix (NFLX) 0.1 $113k 1.2k 96.15
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $113k 2.9k 38.42
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Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.1 $112k 3.1k 36.30
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Eli Lilly & Co. (LLY) 0.1 $110k 120.00 919.37
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Costco Wholesale Corporation (COST) 0.1 $109k 109.00 995.26
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Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.1 $106k 2.7k 39.97
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Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $104k 1.6k 65.09
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Sap Se Spon Adr (SAP) 0.1 $102k 597.00 171.21
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $99k 400.00 248.00
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Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.1 $99k 2.0k 49.49
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Western Digital (WDC) 0.1 $98k 362.00 270.49
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Innovator Etfs Trust Growth 100 Pwr B (NAUG) 0.1 $97k 3.4k 28.95
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SYNNEX Corporation (SNX) 0.1 $97k 575.00 168.71
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Progressive Corporation (PGR) 0.1 $95k 481.00 198.24
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $95k 1.1k 82.57
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Abbvie (ABBV) 0.1 $92k 422.00 217.24
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $92k 1.6k 56.80
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Universal Hlth Svcs CL B (UHS) 0.1 $90k 505.00 178.97
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Innovator Etfs Trust Us Sm Cap Buffer (KFEB) 0.1 $90k 3.2k 28.09
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $88k 2.1k 41.83
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Te Connectivity Ord Shs (TEL) 0.1 $87k 414.00 209.02
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $85k 2.0k 42.56
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Bristol Myers Squibb (BMY) 0.1 $85k 1.4k 60.65
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Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $85k 1.2k 71.42
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Nike CL B (NKE) 0.1 $84k 1.6k 52.83
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First Horizon National Corporation (FHN) 0.1 $83k 3.7k 22.76
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Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $82k 2.3k 36.22
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Ishares Tr Micro-cap Etf (IWC) 0.0 $80k 500.00 159.61
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General Dynamics Corporation (GD) 0.0 $79k 229.00 343.80
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First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) 0.0 $77k 2.3k 33.62
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Equifax (EFX) 0.0 $77k 427.00 180.07
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First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.0 $74k 2.4k 31.24
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JPMorgan Chase & Co. (JPM) 0.0 $73k 247.00 294.16
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McKesson Corporation (MCK) 0.0 $72k 83.00 865.36
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Wisdomtree Tr Intl Qulty Div (IQDG) 0.0 $72k 1.8k 40.14
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $70k 244.00 287.56
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Kinder Morgan (KMI) 0.0 $67k 2.0k 33.53
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Palo Alto Networks (PANW) 0.0 $66k 411.00 160.32
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United Parcel Svcs CL B (UPS) 0.0 $66k 669.00 98.37
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Ford Motor Company (F) 0.0 $64k 5.6k 11.54
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Intuitive Surgical Com New (ISRG) 0.0 $63k 137.00 460.99
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Digital World Acquisition Co Class A (DJT) 0.0 $62k 6.7k 9.28
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Biogen Idec (BIIB) 0.0 $62k 336.00 183.33
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Qnity Electronics Common Stock (Q) 0.0 $61k 529.00 115.33
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Innovator Etfs Trust Equity Defined P (ZDEK) 0.0 $60k 2.3k 25.63
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $60k 642.00 92.74
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Qualcomm (QCOM) 0.0 $59k 460.00 128.78
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Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.0 $59k 1.1k 54.62
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First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.0 $58k 1.2k 49.72
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 0.0 $57k 1.5k 38.71
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $55k 815.00 67.59
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Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.0 $54k 1.4k 38.24
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Mastercard Incorporated Cl A (MA) 0.0 $52k 105.00 499.45
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Everest Re Group (EG) 0.0 $52k 160.00 326.85
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $52k 80.00 653.21
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McDonald's Corporation (MCD) 0.0 $52k 166.00 311.14
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Reddit Cl A (RDDT) 0.0 $51k 380.00 134.65
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Chipotle Mexican Grill (CMG) 0.0 $50k 1.6k 32.01
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Lockheed Martin Corporation (LMT) 0.0 $50k 82.00 604.39
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Delta Air Lines Com New (DAL) 0.0 $48k 726.00 66.51
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Oracle Corporation (ORCL) 0.0 $48k 328.00 147.14
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Lamar Advertising Cl A (LAMR) 0.0 $48k 380.00 126.66
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Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.0 $47k 1.2k 39.74
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On Hldg Namen Akt A (ONON) 0.0 $47k 1.4k 34.02
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American Express Company (AXP) 0.0 $47k 154.00 302.43
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $47k 214.00 217.21
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Innovator Etfs Trust Uncapped Bitcoin (QBF) 0.0 $46k 2.7k 17.09
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $46k 972.00 47.54
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Chevron Corporation (CVX) 0.0 $46k 223.00 206.80
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Spdr Series Trust State Street Spd (SPYV) 0.0 $46k 810.00 56.59
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PNC Financial Services (PNC) 0.0 $46k 220.00 208.09
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $45k 1.8k 25.64
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $45k 882.00 50.59
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Exxon Mobil Corporation (XOM) 0.0 $45k 262.00 169.66
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Paccar (PCAR) 0.0 $44k 377.00 115.50
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $43k 382.00 113.11
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Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.0 $43k 1.2k 35.91
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Snap-on Incorporated (SNA) 0.0 $43k 118.00 363.22
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Innovator Etfs Trust Us Small Cap Pow (KSEP) 0.0 $43k 1.5k 28.20
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Nxp Semiconductors N V (NXPI) 0.0 $42k 215.00 196.86
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Caterpillar (CAT) 0.0 $42k 60.00 703.43
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Eaton Corp SHS (ETN) 0.0 $42k 117.00 357.67
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $42k 540.00 77.11
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Quest Diagnostics Incorporated (DGX) 0.0 $40k 205.00 195.98
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $40k 750.00 53.22
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $40k 102.00 390.41
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ConocoPhillips (COP) 0.0 $39k 296.00 132.00
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Past Filings by TopTier Wealth Management

SEC 13F filings are viewable for TopTier Wealth Management going back to 2026