TopTier Wealth Management, LLC holds a focused book of 133 stocks worth $165.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they trimmed Invesco QQQ Trust Series 1. Their largest long position is Wisdomtree U.S. Quality Divi at 9% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2109367/holdings"
Use Arkolith to show TopTier Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree TR US QTLY DIV GRT | $15.6M | 163.4K | 9.4% | ▲+3.2% Added · +5K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $13.1M | 17.7K | 7.9% | ▼−2.3% Reduced · −412 sh | |
| 3 | Wisdomtree TR US LARGECAP DIVD | $10.6M | 109.9K | 6.4% | ▲+4.0% Added · +4K sh | |
| 4 | Wisdomtree TR US SMALLCAP FUND | $6.3M | 93.3K | 3.8% | ▼−1.5% Reduced · −1K sh | |
| 5 | Wisdomtree TR US LARGECAP FUND | $6.2M | 80.3K | 3.8% | ▲+0.1% Added · +91 sh | |
| 6 | Ea Series Trust ALPHA ARCH 1-3 | $5.5M | 47.2K | 3.3% | ▲+4.0% Added · +2K sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $5.5M | 7.3K | 3.3% | ▲+0.2% Added · +15 sh | |
| 8 | Wisdomtree TR US MIDCAP FUND | $4.6M | 60.7K | 2.8% | ▼−0.3% Reduced · −197 sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $3.6M | 9.8K | 2.2% | ▲+1.2% Added · +118 sh | |
| 10 | Ishares TR CORE S&P SCP ETF | $3.3M | 22.5K | 2.0% | ▲+4.1% Added · +893 sh | |
| 11 | Innovator Etfs Trust US EQTY BUFR FEB | $3.0M | 56.9K | 1.8% | ▼−1.2% Reduced · −669 sh | |
| 12 | Wisdomtree TR US QUALITY GROW | $2.9M | 43.2K | 1.7% | ▲+11% Added · +4K sh | |
| 13 | Innovator Etfs Trust US EQTY BUF DEC | $2.6M | 48.3K | 1.6% | ▼−1.4% Reduced · −691 sh | |
| 14 | First TR Exchng Traded FD VI FT VEST U.S EQT | $2.6M | 59.7K | 1.6% | ▼−0.1% Reduced · −30 sh | |
| 15 | Nvidia Corporation COM | $2.3M | 11.7K | 1.4% | ▲+0.3% Added · +37 sh | |
| 16 | Innovator Etfs Trust US EQUT BUFR AUG | $2.2M | 41.7K | 1.4% | ▼−0.1% Reduced · −31 sh | |
| 17 | Wisdomtree TR US MIDCAP DIVID | $2.2M | 38.9K | 1.3% | ▲+0.3% Added · +103 sh | |
| 18 | Apple Inc COM | $2.1M | 7.4K | 1.3% | ▲+0.1% Added · +9 sh | |
| 19 | Wisdomtree TR US SMALLCAP DIVD | $2.1M | 52.1K | 1.3% | ▼−12% Reduced · −7K sh | |
| 20 | Wisdomtree TR INTL EQUITY FD | $1.9M | 26.6K | 1.2% | ▼−17% Reduced · −6K sh | |
| 21 | Innovator Etfs Trust US EQTY BUFR MAY | $1.7M | 36.1K | 1.0% | ▼−2.0% Reduced · −738 sh | |
| 22 | ETF Opportunities Trust AMERICAN CONSER | $1.7M | 31.1K | 1.0% | ▲~0% Added · +8 sh | |
| 23 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $1.7M | 35.8K | 1.0% | ▼−1.0% Reduced · −374 sh | |
| 24 | Innovator Etfs Trust US EQTY PWR BUF | $1.6M | 32.7K | 1.0% | ▼−11% Reduced · −4K sh | |
| 25 | Innovator Etfs Trust US EQT BUFR APR | $1.5M | 28.4K | 0.9% | ▼−6.9% Reduced · −2K sh | |
| 26 | Ishares TR CORE S&P MCP ETF | $1.5M | 19.4K | 0.9% | ▲+42% Added · +6K sh | |
| 27 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $1.4M | 39.5K | 0.9% | ▼−0.4% Reduced · −175 sh | |
| 28 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $1.4M | 2.0K | 0.8% | ▼−7.2% Reduced · −153 sh | |
| 29 | First TR Exchng Traded FD VI FT VEST US EQT | $1.3M | 27.7K | 0.8% | —Held | |
| 30 | Ishares Silver TR ISHARES | $1.3M | 23.8K | 0.8% | —Held | |
| 31 | Invesco Exch Traded FD TR II RAFI EMRGNG MRKT | $1.3M | 45.1K | 0.8% | ▲+9.0% Added · +4K sh | |
| 32 | Wisdomtree TR US VALUE FD | $1.2M | 12.3K | 0.8% | ▲+1.7% Added · +204 sh | |
| 33 | Innovator Etfs Trust US EQTY PWR BF | $1.1M | 24.9K | 0.7% | —Held | |
| 34 | Innovator Etfs Trust US SML CP PWR ET | $1.0M | 25.4K | 0.6% | ▼−8.9% Reduced · −2K sh | |
| 35 | Innovator Etfs Trust DEFINED WLT SHLD | $1.0M | 29.5K | 0.6% | ▼−0.6% Reduced · −181 sh | |
| 36 | J P Morgan Exchange Traded F INCOME ETF | $1.0M | 21.8K | 0.6% | ▼−0.5% Reduced · −106 sh | |
| 37 | First TR Exchng Traded FD VI FT VEST US EQT | $993K | 16.3K | 0.6% | ▼−2.0% Reduced · −331 sh | |
| 38 | Ishares Gold TR ISHARES NEW | $981K | 13.0K | 0.6% | —Held | |
| 39 | Wisdomtree TR ITL HDG QTLY DIV | $960K | 18.3K | 0.6% | ▼−0.8% Reduced · −157 sh | |
| 40 | WW Grainger Inc COM | $943K | 693 | 0.6% | —Held | |
| 41 | Innovator Etfs Trust US EQTY BUF NOV | $913K | 19.1K | 0.6% | ▼−12% Reduced · −3K sh | |
| 42 | Innovator Etfs Trust US EQTY BUF SEP | $905K | 17.2K | 0.5% | ▼~0% Reduced · −1 sh | |
| 43 | Innovator Etfs Trust US EQTY BUFR JUN | $897K | 18.4K | 0.5% | ▲+12% Added · +2K sh | |
| 44 | Innovator Etfs Trust US EQTY PWR BUF | $886K | 19.3K | 0.5% | —Held | |
| 45 | First TR Exchng Traded FD VI FT VEST US EQT | $873K | 15.5K | 0.5% | ▲+10% Added · +1K sh | |
| 46 | Innovator Etfs Trust EQUI DEFI SEPT | $841K | 30.5K | 0.5% | —Held | |
| 47 | Innovator Etfs Trust LADERD ALCTN PWR | $834K | 15.8K | 0.5% | ▼−17% Reduced · −3K sh | |
| 48 | Wisdomtree TR EMG MKTS SMCAP | $825K | 12.8K | 0.5% | ▼−13% Reduced · −2K sh | |
| 49 | Innovator Etfs Trust US EQTY PWR BUF | $815K | 17.7K | 0.5% | ▼~0% Reduced · −2 sh | |
| 50 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $760K | 12.4K | 0.5% | ▲+11% Added · +1K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.