TopTier Wealth Management

TopTier Wealth Management as of June 30, 2026

Portfolio Holdings for TopTier Wealth Management

TopTier Wealth Management holds 133 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 9.4 $16M 163k 95.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.9 $13M 18k 736.39
Wisdomtree Tr Us Largecap Divd (DLN) 6.4 $11M 110k 96.32
Wisdomtree Tr Us Smallcap Fund (EES) 3.8 $6.3M 93k 67.79
Wisdomtree Tr Us Largecap Fund (EPS) 3.8 $6.2M 80k 77.79
Ea Series Trust Alpha Arch 1-3 (BOXX) 3.3 $5.5M 47k 117.09
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.3 $5.5M 7.3k 746.74
Wisdomtree Tr Us Midcap Fund (EZM) 2.8 $4.6M 61k 75.78
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.6M 9.8k 370.05
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $3.3M 23k 148.31
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 1.8 $3.0M 57k 52.64
Wisdomtree Tr Us Quality Grow (QGRW) 1.7 $2.9M 43k 66.03
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 1.6 $2.6M 48k 53.20
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 1.6 $2.6M 60k 43.04
NVIDIA Corporation (NVDA) 1.4 $2.3M 12k 200.10
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 1.4 $2.2M 42k 53.61
Wisdomtree Tr Us Midcap Divid (DON) 1.3 $2.2M 39k 56.52
Apple (AAPL) 1.3 $2.1M 7.4k 289.38
Wisdomtree Tr Us Smallcap Divd (DES) 1.3 $2.1M 52k 40.68
Wisdomtree Tr Intl Equity Fd (DWM) 1.2 $1.9M 27k 73.21
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 1.0 $1.7M 36k 47.35
Etf Opportunities Trust American Conser (ACVF) 1.0 $1.7M 31k 54.53
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.0 $1.7M 36k 46.94
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 1.0 $1.6M 33k 49.49
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.9 $1.5M 28k 53.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.5M 19k 77.11
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.9 $1.4M 40k 36.53
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.8 $1.4M 2.0k 703.29
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.8 $1.3M 28k 47.12
Ishares Silver Tr Ishares (SLV) 0.8 $1.3M 24k 53.47
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.8 $1.3M 45k 27.88
Wisdomtree Tr Us Value Fd (WTV) 0.8 $1.2M 12k 101.72
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.7 $1.1M 25k 45.64
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.6 $1.0M 25k 39.80
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.6 $1.0M 30k 34.27
J P Morgan Exchange Traded F Income Etf (JPIE) 0.6 $1.0M 22k 46.05
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.6 $993k 16k 60.98
Ishares Gold Tr Ishares New (IAU) 0.6 $981k 13k 75.51
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.6 $960k 18k 52.38
W.W. Grainger (GWW) 0.6 $943k 693.00 1360.40
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.6 $913k 19k 47.81
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $905k 17k 52.73
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.5 $897k 18k 48.68
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.5 $886k 19k 45.89
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.5 $873k 16k 56.20
Innovator Etfs Trust Equi Defi Sept (ZSEP) 0.5 $841k 31k 27.56
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.5 $834k 16k 52.68
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.5 $825k 13k 64.71
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.5 $815k 18k 46.05
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $760k 12k 61.46
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $746k 10k 74.90
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.4 $733k 16k 46.85
Enterprise Products Partners (EPD) 0.4 $727k 20k 36.76
Listed Fds Tr Roun Ma Seve Etf (MAGS) 0.4 $722k 11k 64.30
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $705k 13k 56.48
Innovator Etfs Trust Us Small Cap Pwr (KDEC) 0.4 $665k 23k 28.38
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $630k 2.7k 236.60
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $628k 13k 49.18
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.4 $615k 9.0k 68.54
First Tr Exchange-traded Dj Internt Idx (FDN) 0.4 $603k 2.3k 264.72
Meta Platforms Cl A (META) 0.4 $588k 1.0k 563.20
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $580k 1.9k 303.05
Wisdomtree Tr True Dev Intl Fd (DOL) 0.3 $575k 7.7k 74.37
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $561k 11k 50.35
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.3 $557k 13k 44.35
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.3 $550k 10k 53.02
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.3 $538k 9.6k 55.77
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.3 $537k 9.9k 54.31
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $522k 27k 19.12
Amazon (AMZN) 0.3 $517k 2.2k 238.34
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.3 $495k 12k 42.20
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.3 $493k 4.3k 114.06
Vanguard Index Fds Growth Etf (VUG) 0.3 $491k 5.7k 86.13
Kla Corp Com New (KLAC) 0.3 $487k 1.6k 301.77
Wisdomtree Tr Us Multifactor (USMF) 0.3 $481k 8.9k 54.24
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.3 $477k 12k 41.30
UnitedHealth (UNH) 0.3 $472k 1.1k 415.77
Microsoft Corporation (MSFT) 0.3 $464k 1.2k 372.89
First Tr Exchange-traded SHS (FVD) 0.3 $454k 9.4k 48.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $428k 3.4k 124.17
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.3 $422k 7.3k 57.63
Wisdomtree Tr Dynamic Intl Eqt (DDWM) 0.3 $418k 9.1k 46.18
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.3 $418k 8.3k 50.39
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.2 $409k 5.4k 75.64
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $402k 6.8k 59.35
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 0.2 $396k 13k 29.72
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.2 $393k 7.1k 55.09
Applied Materials (AMAT) 0.2 $389k 538.00 723.55
Morgan Stanley Com New (MS) 0.2 $389k 1.9k 209.04
Ishares Tr Expanded Tech (IGV) 0.2 $379k 4.2k 90.59
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $368k 20k 18.43
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.2 $365k 9.8k 37.36
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.2 $364k 6.2k 58.87
Innovator Etfs Trust Us Small Cap Pwr (KAUG) 0.2 $358k 13k 28.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $352k 513.00 686.81
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.2 $347k 6.6k 52.41
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $345k 3.7k 93.91
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.2 $343k 7.5k 45.63
Alphabet Cap Stk Cl C (GOOG) 0.2 $342k 968.00 353.29
Royal Caribbean Cruises (RCL) 0.2 $341k 1.1k 317.53
Stryker Corporation (SYK) 0.2 $334k 1.1k 314.93
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $327k 2.8k 117.44
Innovator Etfs Trust Growth 100 Power (NSEP) 0.2 $319k 10k 31.25
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.2 $316k 5.7k 55.08
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $308k 3.1k 100.81
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $308k 1.8k 173.49
Innovator Etfs Trust Innovator Gw 100 (NFEB) 0.2 $295k 9.7k 30.34
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $291k 5.4k 53.79
Tesla Motors (TSLA) 0.2 $289k 688.00 420.60
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $289k 14k 20.37
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $288k 4.3k 66.33
Corning Incorporated (GLW) 0.2 $285k 1.1k 255.43
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.2 $281k 4.8k 59.02
Wisdomtree Tr Us Effic Core Fd (NTSX) 0.2 $280k 4.7k 59.05
Global X Fds S&p 500 Covered (XYLG) 0.2 $280k 9.7k 28.83
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.2 $272k 6.7k 40.88
Ishares Tr Core High Dv Etf (HDV) 0.2 $268k 9.8k 27.41
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.2 $266k 4.3k 62.52
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $242k 2.6k 94.59
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $240k 4.1k 58.65
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $239k 500.00 477.57
Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.1 $234k 5.7k 41.33
Western Digital (WDC) 0.1 $232k 363.00 638.72
Visa Com Cl A (V) 0.1 $224k 654.00 343.20
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG) 0.1 $219k 7.9k 27.54
Pimco Dynamic Income SHS (PDI) 0.1 $218k 13k 16.70
Wisdomtree Tr Intl Midcap Dv (DIM) 0.1 $214k 2.5k 85.24
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.1 $207k 4.6k 45.33
Tortoise Capital Series Trus North Amrcn Pipe (TPYP) 0.1 $202k 4.8k 41.93
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $202k 2.4k 83.77
Wells Fargo & Company (WFC) 0.1 $201k 2.4k 82.65
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.1 $201k 3.3k 59.95
Heron Therapeutics (HRTX) 0.0 $11k 25k 0.43