account_balance
Investment manager · 13F filer · SEC CIK 2150231
TOP Private Wealth LLC.
Reported value$104Mas of Jun 30, 2026
Positions139
Top 10 weight70.7%SPYM alone is 18%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
SPYMState Street
17.6%
SPYSPDR S&P 500 ETF Trust
10.6%
SPYVState Street
8.3%
XLIState Street
7.7%
QQQInvesco QQQ
5.9%
PSCIInvesco S&P
5.3%
SPMDState Street
5.2%
PAAAPgim Aaa
4.0%
AGGiShares Core
3.1%
JAAAJanus Henderson
3.0%
IEFiShares 7-10yr
2.8%
DIASPDR Dow Jones Industrial Average ETF Trust
2.8%
SPYMState Street
17.6%
SPYSPDR S&P 500 ETF Trust
10.6%
SPYVState Street
8.3%
XLIState Street
7.7%
QQQInvesco QQQ
5.9%
PSCIInvesco S&P
5.3%
SPMDState Street
5.2%
PAAA4.0%
AGG3.1%
JAAA
IEF2.8%
DIA2.8%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
SPYM State Street 17.6%
SPY SPDR S&P 500 ETF Trust 10.6% SPYV State Street 8.3%
XLI State Street 7.7%
QQQ Invesco QQQ 5.9%
PSCI Invesco S&P 5.3%
SPMD State Street 5.2%
PAAA Pgim Aaa 4.0%
AGG iShares Core 3.1%
JAAA Janus Henderson 3.0%
IEF iShares 7-10yr 2.8%
DIA SPDR Dow Jones Industrial Average ETF Trust 2.8% Free weekly email
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