TopTier Wealth Management, LLC
133 holdingsFiling period: 2026-06-30Current AUM: $166.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 163.4K | $15.6M | $16.0M | 9.63% | +5.0K | 2026-06-30 |
| 2 | QQQ | INVESCO QQQ TR | 17.7K | $13.1M | $12.5M | 7.52% | -412 | 2026-06-30 |
| 3 | DLN | WISDOMTREE TR | 109.9K | $10.6M | $10.9M | 6.56% | +4.2K | 2026-06-30 |
| 4 | EES | WISDOMTREE TR | 93.3K | $6.3M | $6.2M | 3.73% | -1,448 | 2026-06-30 |
| 5 | EPS | WISDOMTREE TR | 80.3K | $6.2M | $6.4M | 3.86% | +91 | 2026-06-30 |
| 6 | BOXX | EA SERIES TRUST | 47.2K | $5.5M | $5.6M | 3.35% | +1.8K | 2026-06-30 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 7.3K | $5.5M | $5.5M | 3.34% | +15 | 2026-06-30 |
| 8 | EZM | WISDOMTREE TR | 60.7K | $4.6M | $4.5M | 2.71% | -197 | 2026-06-30 |
| 9 | VTI | VANGUARD INDEX FDS | 9.8K | $3.6M | $3.7M | 2.20% | +118 | 2026-06-30 |
| 10 | IJR | ISHARES TR | 22.5K | $3.3M | $3.1M | 1.89% | +893 | 2026-06-30 |
| 11 | BFEB | INNOVATOR ETFS TRUST | 56.9K | $3.0M | $3.0M | 1.83% | -669 | 2026-06-30 |
| 12 | QGRW | WISDOMTREE TR | 43.2K | $2.9M | $2.9M | 1.72% | +4.3K | 2026-06-30 |
| 13 | BDEC | INNOVATOR ETFS TRUST | 48.3K | $2.6M | $2.6M | 1.57% | -691 | 2026-06-30 |
| 14 | GMAY | FIRST TR EXCHNG TRADED FD VI | 59.7K | $2.6M | $2.6M | 1.56% | -30 | 2026-06-30 |
| 15 | NVDA | NVIDIA CORPORATION | 11.7K | $2.3M | $2.5M | 1.49% | +37 | 2026-06-30 |
| 16 | BAUG | INNOVATOR ETFS TRUST | 41.7K | $2.2M | $2.3M | 1.37% | -31 | 2026-06-30 |
| 17 | DON | WISDOMTREE TR | 38.9K | $2.2M | $2.2M | 1.32% | +103 | 2026-06-30 |
| 18 | AAPL | APPLE INC | 7.4K | $2.1M | $2.4M | 1.47% | +9 | 2026-06-30 |
| 19 | DES | WISDOMTREE TR | 52.1K | $2.1M | $2.0M | 1.23% | -6,960 | 2026-06-30 |
| 20 | DWM | WISDOMTREE TR | 26.6K | $1.9M | $2.0M | 1.19% | -5,637 | 2026-06-30 |
| 21 | BMAY | INNOVATOR ETFS TRUST | 36.1K | $1.7M | $1.7M | 1.04% | -738 | 2026-06-30 |
| 22 | ACVF | ETF OPPORTUNITIES TRUST | 31.1K | $1.7M | $1.7M | 1.01% | +8 | 2026-06-30 |
| 23 | JCPB | J P MORGAN EXCHANGE TRADED F | 35.8K | $1.7M | $1.6M | 0.98% | -374 | 2026-06-30 |
| 24 | PJAN | INNOVATOR ETFS TRUST | 32.7K | $1.6M | $1.6M | 0.99% | -4,134 | 2026-06-30 |
| 25 | BAPR | INNOVATOR ETFS TRUST | 28.4K | $1.5M | $1.5M | 0.93% | -2,109 | 2026-06-30 |
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