TopTier Wealth Management, LLC

CIK

2109367

Location

MUSKEGO, WI

Portfolio Value

Micro $36,242,419

Diversification

Diversified

Filing Date

Global Rank

#6,857 / 8,232 ▲ 403

Top Industry

Semiconductors 14.6%

3Y Alpha vs SPY

+0.8%

Period ended 2 months ago

Filed May 6, 2026 · 38d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+10.6%

SPY

+9.1%

Annualised alpha

+5.5%

Max drawdown

−9.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

543 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

28.9%

−7.0 pts

Top 5

57.3%

−13.3 pts

Top 10

69.8%

−15.6 pts

HHI

1,137

Diversified−593

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.9%	$19,539,426	13
Technology	17.8%	$6,433,840	97
Financial Services	5.5%	$1,992,068	92
Industrials	5.0%	$1,807,257	77
Consumer Cyclical	4.9%	$1,760,636	52
Healthcare	4.8%	$1,751,096	65
Energy	4.2%	$1,529,152	29
Communication Services	2.6%	$926,677	19
Utilities	0.6%	$205,127	27
Consumer Defensive	0.5%	$184,770	27
Real Estate	0.2%	$63,082	22
Basic Materials	0.1%	$49,288	23

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+179	2,258	$470,273
MSFT	Microsoft Corp	+147	1,229	$454,938
SPY	Spdr S&P 500 ETF Trust	+146	7,313	$4,755,936
QQQ	Invesco Qqq Trust, Series 1	+143	18,158	$10,480,434
META	Meta Platforms, Inc.	+19	1,015	$580,711
SLV	iShares Silver Trust	+11	23,832	$1,623,912
AAPL	Apple Inc.	+10	7,359	$1,867,640
TSLA	Tesla, Inc.	+3	683	$253,905
INTU	Intuit Inc.	+3	516	$223,108
RCL	Royal Caribbean Cruises Ltd	+1	1,075	$295,818
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−424	11,626	$2,027,574
MDY	Spdr S&P Midcap 400 ETF Trust	−328	2,130	$1,313,698
UNH	Unitedhealth Group Inc	−213	1,842	$498,426
MS	Morgan Stanley	−162	1,854	$305,112
WFC	Wells Fargo & Company/Mn	−11	2,415	$192,258
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	161	$237,058
TJX	Tjx Companies Inc /De/	1,181	$188,605
AMAT	Applied Materials Inc /De	537	$183,541
TSM	Taiwan Semiconductor Manufacturing Co Ltd	500	$168,975
GLW	Corning Inc /Ny	1,115	$151,606
GE	General Electric Co	528	$149,830
TOL	Toll Brothers, Inc.	1,092	$149,025
AIZ	Assurant, Inc.	569	$123,933
AEP	American Electric Power Co Inc	939	$123,084
AVGO	Broadcom Inc.	383	$118,542
CMI	Cummins Inc	220	$118,364
JNJ	Johnson & Johnson	478	$116,842
COF	Capital One Financial Corp	635	$115,843
AMP	Ameriprise Financial Inc	256	$113,766
RTX	RTX Corp	588	$113,425
NFLX	Netflix Inc	1,177	$113,168
IBIT	iShares Bitcoin Trust ETF	2,936	$112,801
LLY	ELI LILLY & Co	120	$110,372
COST	Costco Wholesale Corp /New	109	$108,610
SAP	Sap SE	597	$102,212
WDC	Western Digital Corp	362	$97,917
SNX	Td Synnex Corp	575	$97,008
PGR	Progressive Corp/Oh/	481	$95,353
ABBV	AbbVie Inc.	422	$91,780
UHS	Universal Health Services Inc	505	$90,379
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

543 positions · $36,242,419 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 543 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	18,158	+143	$10,480,434	−5.3%	28.92%
SPY	Spdr S&P 500 ETF Trust	Added	7,313	+146	$4,755,936	−2.7%	13.12%
NVDA	Nvidia Corp Technology	Reduced	11,626	-424	$2,027,574	−9.8%	5.59%
AAPL	Apple Inc. Technology	Added	7,359	+10	$1,867,640	−6.5%	5.15%
SLV	iShares Silver Trust	Added	23,832	+11	$1,623,912	+5.8%	4.48%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,130	-328	$1,313,698	−11.4%	3.62%
IAU	Ishares Gold Trust	Held	12,988	0	$1,145,022	+8.6%	3.16%
GWW	W.W. Grainger, Inc. Industrials	Held	693	0	$755,931	+8.1%	2.09%
EPD	Enterprise Products Partners L.P. Energy	Held	19,670	0	$744,312	+18.0%	2.05%
META	Meta Platforms, Inc. Communication Services	Added	1,015	+19	$580,711	−11.7%	1.60%
ET	Energy Transfer LP Energy	Held	27,091	0	$522,856	+17.0%	1.44%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,842	-213	$498,426	−26.5%	1.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,258	+179	$470,273	−2.0%	1.30%
MSFT	Microsoft Corp Technology	Added	1,229	+147	$454,938	−13.1%	1.26%
SYK	Stryker Corp Healthcare	Held	1,053	0	$346,005	−6.5%	0.95%
MS	Morgan Stanley Financial Services	Reduced	1,854	-162	$305,112	−14.7%	0.84%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	1,075	+1	$295,818	−1.2%	0.82%
PDI	PIMCO Dynamic Income Fund Financial Services	Held	17,021	0	$291,229	−3.4%	0.80%
TSLA	Tesla, Inc. Consumer Cyclical	Added	683	+3	$253,905	−17.0%	0.70%
KLAC	Kla Corp Technology	NEW	161	NEW	$237,058	NEW	0.65%
INTU	Intuit Inc. Technology	Added	516	+3	$223,108	−34.3%	0.62%
V	Visa Inc. Financial Services	Held	652	0	$197,060	−13.8%	0.54%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	2,415	-11	$192,258	−15.0%	0.53%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	1,181	NEW	$188,605	NEW	0.52%
AMAT	Applied Materials Inc /De Technology	NEW	537	NEW	$183,541	NEW	0.51%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	500	NEW	$168,975	NEW	0.47%
GLW	Corning Inc /Ny Technology	NEW	1,115	NEW	$151,606	NEW	0.42%
GE	General Electric Co Industrials	NEW	528	NEW	$149,830	NEW	0.41%
TOL	Toll Brothers, Inc. Consumer Cyclical	NEW	1,092	NEW	$149,025	NEW	0.41%
AIZ	Assurant, Inc. Financial Services	NEW	569	NEW	$123,933	NEW	0.34%
AEP	American Electric Power Co Inc Utilities	NEW	939	NEW	$123,084	NEW	0.34%
AVGO	Broadcom Inc. Technology	NEW	383	NEW	$118,542	NEW	0.33%
CMI	Cummins Inc Industrials	NEW	220	NEW	$118,364	NEW	0.33%
JNJ	Johnson & Johnson Healthcare	NEW	478	NEW	$116,842	NEW	0.32%
COF	Capital One Financial Corp Financial Services	NEW	635	NEW	$115,843	NEW	0.32%
AMP	Ameriprise Financial Inc Financial Services	NEW	256	NEW	$113,766	NEW	0.31%
RTX	RTX Corp Industrials	NEW	588	NEW	$113,425	NEW	0.31%
NFLX	Netflix Inc Communication Services	NEW	1,177	NEW	$113,168	NEW	0.31%
IBIT	iShares Bitcoin Trust ETF	NEW	2,936	NEW	$112,801	NEW	0.31%
LLY	ELI LILLY & Co Healthcare	NEW	120	NEW	$110,372	NEW	0.30%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	109	NEW	$108,610	NEW	0.30%
SAP	Sap SE Technology	NEW	597	NEW	$102,212	NEW	0.28%
WDC	Western Digital Corp Technology	NEW	362	NEW	$97,917	NEW	0.27%
SNX	Td Synnex Corp Technology	NEW	575	NEW	$97,008	NEW	0.27%
PGR	Progressive Corp/Oh/ Financial Services	NEW	481	NEW	$95,353	NEW	0.26%
ABBV	AbbVie Inc. Healthcare	NEW	422	NEW	$91,780	NEW	0.25%
UHS	Universal Health Services Inc Healthcare	NEW	505	NEW	$90,379	NEW	0.25%
TEL	TE Connectivity plc Technology	NEW	414	NEW	$86,534	NEW	0.24%
BMY	Bristol Myers Squibb Co Healthcare	NEW	1,397	NEW	$84,728	NEW	0.23%
NKE	NIKE, Inc. Consumer Cyclical	NEW	1,586	NEW	$83,772	NEW	0.23%