TopTier Wealth Management, LLC
Follow13F filer, CIK 2109367, MUSKEGO, WI
TopTier Wealth Management, LLC reported $165,543,823 across 133 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-14. Its ten largest share positions make up 44.95% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000502
- Period
- 2026-06-30
- Reported value
- $166M
- Holdings
- 133
- Top 10 weight
- 44.95%
- New
- 0
- Sold out
- 662
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DGRWadded | +5,008 | $479K |
| IJHadded | +5,690 | $439K |
| KLACadded | +1,451 | $438K |
| VUGadded | +4,754 | $409K |
| DLNadded | +4,210 | $406K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DWMreduced | -5,637 | -$413K |
| XJUNexited | -8,403 | -$361K |
| QQQreduced | -412 | -$303K |
| UNHreduced | -708 | -$294K |
| DESreduced | -6,960 | -$283K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 133 share positions
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| KHCKRAFT HEINZ CO | 18 | $405 | shares |
| DVNDEVON ENERGY CORP NEW | 8 | $403 | shares |
| AGNCAGNC INVT CORP | 40 | $401 | shares |
| NTRANATERA INC | 2 | $400 | shares |
| SWSMURFIT WESTROCK PLC | 10 | $399 | shares |
| MANHMANHATTAN ASSOCIATES INC | 3 | $399 | shares |
| NWSNEWS CORP NEW | 14 | $399 | shares |
| AOSSMITH A O CORP | 6 | $396 | shares |
| KDPKEURIG DR PEPPER INC | 15 | $395 | shares |
| SOLVSOLVENTUM CORP | 6 | $392 | shares |
| DRIDARDEN RESTAURANTS INC | 2 | $392 | shares |
| WDAYWORKDAY INC | 3 | $390 | shares |
| MICCMAGNUM ICE CREAM CO NV | 26 | $389 | shares |
| AUANGLOGOLD ASHANTI PLC | 4 | $389 | shares |
| RKLBROCKET LAB CORP | 6 | $385 | shares |
| OTISOTIS WORLDWIDE CORP | 5 | $385 | shares |
| DOCUDOCUSIGN INC | 8 | $379 | shares |
| THCTENET HEALTHCARE CORP | 2 | $377 | shares |
| DTDYNATRACE INC | 10 | $370 | shares |
| VIKVIKING HOLDINGS LTD | 5 | $367 | shares |
| BCBRUNSWICK CORP | 5 | $364 | shares |
| IFFINTERNATIONAL FLAVORS&FRAGRA | 5 | $363 | shares |
| NXTNEXTPOWER INC | 3 | $362 | shares |
| STLDSTEEL DYNAMICS INC | 2 | $360 | shares |
| WWDWOODWARD INC | 1 | $358 | shares |
| MDLNMEDLINE INC | 8 | $356 | shares |
| DGDOLLAR GEN CORP | 3 | $356 | shares |
| BALLBALL CORP | 6 | $355 | shares |
| VLTOVERALTO CORP | 4 | $354 | shares |
| TXTTEXTRON INC | 4 | $350 | shares |
| WLKWESTLAKE CORPORATION | 3 | $350 | shares |
| HSTHOST HOTELS & RESORTS INC | 18 | $345 | shares |
| AKAMAKAMAI TECHNOLOGIES INC | 3 | $345 | shares |
| CRLCHARLES RIV LABS INTL INC | 2 | $345 | shares |
| PPLPPL CORP | 9 | $344 | shares |
| TYLTYLER TECHNOLOGIES INC | 1 | $342 | shares |
| RLIRLI CORP | 6 | $342 | shares |
| AAGILENT TECHNOLOGIES INC | 3 | $342 | shares |
| IQVIQVIA HLDGS INC | 2 | $341 | shares |
| NUENUCOR CORP | 2 | $338 | shares |
| GISGENERAL MILLS INC | 9 | $335 | shares |
| DOWDOW HLDGS INC | 8 | $333 | shares |
| AEEAMEREN CORP | 3 | $330 | shares |
| MCFTMASTERCRAFT BOAT HLDGS INC | 16 | $328 | shares |
| ARESARES MANAGEMENT CORPORATION | 3 | $327 | shares |
| BROBROWN & BROWN INC | 5 | $326 | shares |
| BHBBAR HBR BANKSHARES | 10 | $325 | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 4 | $324 | shares |
| MTZMASTEC INC | 1 | $322 | shares |
| SHWSHERWIN WILLIAMS CO | 1 | $321 | shares |
| MTDRMATADOR RES CO | 5 | $316 | shares |
| IVZINVESCO LTD | 13 | $316 | shares |
| JKHYHENRY JACK & ASSOC INC | 2 | $316 | shares |
| CINFCINCINNATI FINL CORP | 2 | $315 | shares |
| CVNACARVANA CO | 1 | $314 | shares |
| DXCMDEXCOM INC | 5 | $314 | shares |
| SAROSTANDARDAERO INC | 12 | $310 | shares |
| NEWTNEWTEKONE INC | 28 | $307 | shares |
| SNOWSNOWFLAKE INC | 2 | $302 | shares |
| MASMASCO CORP | 5 | $302 | shares |
| LPLALPL FINL HLDGS INC | 1 | $301 | shares |
| OMCOMNICOM GROUP INC | 4 | $301 | shares |
| DECKDECKERS OUTDOOR CORP | 3 | $300 | shares |
| WATWATERS CORP | 1 | $298 | shares |
| APAAPA CORPORATION | 7 | $297 | shares |
| CNCCENTENE CORP DEL | 9 | $295 | shares |
| VOVANGUARD INDEX FDS | 1 | $293 | shares |
| EIXEDISON INTL | 4 | $293 | shares |
| DTEDTE ENERGY CO | 2 | $292 | shares |
| TREXTREX INC | 8 | $291 | shares |
| ADMARCHER DANIELS MIDLAND CO | 4 | $291 | shares |
| WTWWILLIS TOWERS WATSON PLC LTD | 1 | $291 | shares |
| ZZILLOW GROUP INC | 7 | $290 | shares |
| RJFRAYMOND JAMES FINL INC | 2 | $290 | shares |
| ESABESAB CORPORATION | 3 | $290 | shares |
| ZIONZIONS BANCORPORATION NATL AS | 5 | $288 | shares |
| EXPDEXPEDITORS INTL WASH INC | 2 | $286 | shares |
| IDAIDACORP INC | 2 | $286 | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 4 | $285 | shares |
| PTCPTC INC | 2 | $285 | shares |
| SWKSTANLEY BLACK & DECKER INC | 4 | $284 | shares |
| VTRSVIATRIS INC | 21 | $284 | shares |
| WALWESTERN ALLIANCE BANCORP | 4 | $283 | shares |
| TPRTAPESTRY INC | 2 | $282 | shares |
| NTSTNETSTREIT CORP | 15 | $282 | shares |
| PCGPG&E CORP | 16 | $281 | shares |
| CBOECBOE GLOBAL MKTS INC | 1 | $281 | shares |
| SSBSOUTHSTATE BK CORP | 3 | $278 | shares |
| FTITECHNIPFMC PLC | 4 | $277 | shares |
| ESEVERSOURCE ENERGY | 4 | $277 | shares |
| HEIHEICO CORP NEW | 1 | $274 | shares |
| ORCORCHID IS CAP INC | 39 | $274 | shares |
| VICIVICI PPTYS INC | 10 | $273 | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 2 | $272 | shares |
| BEBLOOM ENERGY CORP | 2 | $271 | shares |
| BWABORGWARNER INC | 5 | $271 | shares |
| EPAMEPAM SYS INC | 2 | $271 | shares |
| TROWPRICE T ROWE GROUP INC | 3 | $270 | shares |
| DTMDT MIDSTREAM INC | 2 | $269 | shares |
| LHLABCORP HOLDINGS INC | 1 | $267 | shares |
| JBLJABIL INC | 1 | $266 | shares |
| FOXFOX CORP | 5 | $266 | shares |
| EXREXTRA SPACE STORAGE INC | 2 | $262 | shares |
| RFREGIONS FINANCIAL CORP NEW | 10 | $261 | shares |
| CFCF INDUSTRIES HOLD | 2 | $260 | shares |
| CWANCLEARWATER ANALYTICS HLDGS I | 11 | $260 | shares |
| JHGJANUS HENDERSON GROUP PLC | 5 | $257 | shares |
| JJACOBS SOLUTIONS INC | 2 | $255 | shares |
| GLDDGREAT LAKES DREDGE & DOCK CO | 15 | $255 | shares |
| IOTSAMSARA INC | 8 | $254 | shares |
| GGGGRACO INC | 3 | $254 | shares |
| TTANSERVICETITAN INC | 4 | $254 | shares |
| MRNAMODERNA INC | 5 | $254 | shares |
| FEFIRSTENERGY CORP | 5 | $253 | shares |
| ATRAPTARGROUP INC | 2 | $252 | shares |
| WABWABTEC | 1 | $250 | shares |
| LADLITHIA MTRS INC | 1 | $250 | shares |
| ELSEQUITY LIFESTYLE PROPERTIES | 4 | $250 | shares |
| ASTSAST SPACEMOBILE INC | 3 | $249 | shares |
| VRSNVERISIGN INC | 1 | $248 | shares |
| MDBMONGODB INC | 1 | $245 | shares |
| HUBSHUBSPOT INC | 1 | $244 | shares |
| CAVACAVA GROUP INC | 3 | $243 | shares |
| PAYCPAYCOM SOFTWARE INC | 2 | $243 | shares |
| HXLHEXCEL CORP NEW | 3 | $243 | shares |
| XYLXYLEM INC | 2 | $239 | shares |
| ELANELANCO ANIMAL HEALTH INC | 10 | $239 | shares |
| FTSMFIRST TR EXCHANGE-TRADED FD | 4 | $239 | shares |
| TWTRADEWEB MKTS INC | 2 | $235 | shares |
| SEICSEI INVTS CO | 3 | $235 | shares |
| ASBASSOCIATED BANC-CORP | 9 | $233 | shares |
| GRMNGARMIN LTD | 1 | $232 | shares |
| MKSIMKS INC. | 1 | $230 | shares |
| GMEGAMESTOP CORP | 10 | $230 | shares |
| MGMMGM RESORTS INTERNATIONAL | 6 | $228 | shares |
| FHIFEDERATED HERMES INC | 4 | $227 | shares |
| BBWIBATH & BODY WORKS INC | 12 | $224 | shares |
| APOAPOLLO GLOBAL MGMT INC | 2 | $223 | shares |
| ICLRICON PUB LTD CO | 2 | $221 | shares |
| STESTERIS PLC | 1 | $221 | shares |
| VFCV F CORP | 13 | $221 | shares |
| FLSFLOWSERVE CORP | 3 | $221 | shares |
| LQDISHARES TR | 2 | $218 | shares |
| ELLAUDER ESTEE COS INC | 3 | $215 | shares |
| VRNSVARONIS SYS INC | 10 | $215 | shares |
| EWBCEAST WEST BANCORP INC | 2 | $214 | shares |
| METMETLIFE INC | 3 | $212 | shares |
| JBHTHUNT J B TRANS SVCS INC | 1 | $212 | shares |
| BSYBENTLEY SYS INC | 6 | $211 | shares |
| HEI-AHEICO CORP NEW | 1 | $211 | shares |
| OWLBLUE OWL CAPITAL INC | 23 | $210 | shares |
| TRUTRANSUNION | 3 | $208 | shares |
| DOVDOVER CORP | 1 | $208 | shares |
| WBSWEBSTER FINL CORP | 3 | $208 | shares |
| CDECOEUR MNG INC | 11 | $206 | shares |
| SOFISOFI TECHNOLOGIES INC | 13 | $206 | shares |
| SSENTINELONE INC | 16 | $206 | shares |
| SYFSYNCHRONY FINANCIAL | 3 | $204 | shares |
| WDFCWD 40 CO | 1 | $204 | shares |
| CSGPCOSTAR GROUP INC | 5 | $202 | shares |
| POOLPOOL CORP | 1 | $202 | shares |
| SGOVISHARES TR | 2 | $201 | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001754960-26-000502 | base | 2026-07-14 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000502 | Quarter ended 2026-06-30 | 2026-07-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001754960-26-000365 | Quarter ended 2026-03-31 | 2026-05-06 | acceptance time not in the bulk data set | |
| 13F-HR 0002109367-26-000001 | Quarter ended 2025-12-31 | 2026-02-12 | acceptance time not in the bulk data set |