account_balance
Investment manager · 13F filer · SEC CIK 2109367
TopTier Wealth Management, LLC
Reported value$171Mas of Sep 30, 2026
Positions133 5 new, 5 sold out
Top 10 weight45.1%DGRW alone is 10%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DGRWWisdomtree Tr
9.8%Added +6%
QQQInvesco QQQ Tr
7.7%
DLNWisdomtree Tr
6.7%Added +8%
EPSWisdomtree Tr
3.7%
EESWisdomtree Tr
3.5%
SPYSPDR S&P 500 ETF Trust
3.3%
BOXXEa Series Trust
3.1%Trimmed −4%
VTIVanguard Index FDS
2.6%Added +21%
EZMWisdomtree Tr
2.5%
QGRWWisdomtree Tr
2.1%
IJRiShares Tr
2.0%+10%
BFEBInnovator Etfs Trust
1.8%
DGRWWisdomtree Tr
9.8%Added +6%
QQQInvesco QQQ Tr
7.7%
DLNWisdomtree Tr
6.7%
EPSWisdomtree Tr
3.7%
EESWisdomtree Tr
3.5%
SPYSPDR S&P 500 ETF Trust
3.3%
BOXXEa Series Trust
3.1%
VTIVanguard Index FDS
2.6%
EZM2.5%
QGRW
IJR2.0%
BFEB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DGRW Wisdomtree Tr 9.8% Added +6%
QQQ Invesco QQQ Tr 7.7% Held
DLN Wisdomtree Tr 6.7% Added +8%
EPS Wisdomtree Tr 3.7% Held
EES Wisdomtree Tr 3.5% Held
SPY SPDR S&P 500 ETF Trust 3.3% HeldBOXX Ea Series Trust 3.1% Trimmed −4%
VTI Vanguard Index FDS 2.6% Added +21%
EZM Wisdomtree Tr 2.5% Held
QGRW Wisdomtree Tr 2.1% Added +22%
IJR iShares Tr 2.0% Added +10%
BFEB Innovator Etfs Trust 1.8% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.