TopTier Wealth Management, LLC
TopTier Wealth Management, LLC reported 133 positions worth $165.5M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: DGRW (9.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DGRW | SH | $15.6M | 9.44% | 163,408 | — | — | |
| ▸ 2 | QQQ | SH | $13.1M | 7.89% | 17,746 | — | — | |
| ▸ 3 | DLN | SH | $10.6M | 6.40% | 109,947 | — | — | |
| ▸ 4 | EES | SH | $6.3M | 3.82% | 93,282 | — | — | |
| ▸ 5 | EPS | SH | $6.2M | 3.77% | 80,257 | — | — | |
| ▸ 6 | BOXX | SH | $5.5M | 3.34% | 47,192 | — | — | |
| ▸ 7 | SPY | SH | $5.5M | 3.31% | 7,328 | — | — | |
| ▸ 8 | EZM | SH | $4.6M | 2.78% | 60,687 | — | — | |
| ▸ 9 | VTI | SH | $3.6M | 2.19% | 9,809 | — | — | |
| ▸ 10 | IJR | SH | $3.3M | 2.01% | 22,479 | — | — |
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Frequently Asked Questions
What stocks does TopTier Wealth Management, LLC hold as of Q2 2026?
TopTier Wealth Management, LLC reported 133 positions worth $165.5M in its Q2 2026 13F filing. Largest positions: DGRW (9.4%), QQQ (7.9%), DLN (6.4%), EES (3.8%) and EPS (3.8%).
What did TopTier Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TopTier Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.