TopTier Wealth Management, LLC
Filing Date
Global Rank
#6,857
/ 8,232
▲ 403
Top Industry
Semiconductors
14.6%
3Y Alpha vs SPY
+6.2%
Period ended 3 months ago
Filed May 6, 2026 · 40d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.8%
SPY
+9.1%
Annualised alpha
+6.2%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 53.9% | $19,539,426 |
| Technology | 17.8% | $6,433,840 |
| Financial Services | 5.5% | $1,992,068 |
| Industrials | 5.0% | $1,807,257 |
| Consumer Cyclical | 4.9% | $1,760,636 |
| Healthcare | 4.8% | $1,751,096 |
| Energy | 4.2% | $1,529,152 |
| Communication Services | 2.6% | $926,677 |
| Utilities | 0.6% | $205,127 |
| Consumer Defensive | 0.5% | $184,770 |
| Real Estate | 0.2% | $63,082 |
| Basic Materials | 0.1% | $49,288 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 exitedNo qualifying positions this quarter.
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CSGP |
Costar Group, Inc.
Real Estate
|
NEW | 5 | $201 | 0.00% | |
| POOL |
Pool Corp
Industrials
|
NEW | 1 | $202 | 0.00% | |
| WDFC |
Wd 40 Co
Basic Materials
|
NEW | 1 | $203 | 0.00% | |
| SYF |
Synchrony Financial
Financial Services
|
NEW | 3 | $204 | 0.00% | |
| S |
SentinelOne, Inc.
Technology
|
NEW | 16 | $206 | 0.00% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
NEW | 11 | $206 | 0.00% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
NEW | 13 | $206 | 0.00% | |
| TRU |
TransUnion
Financial Services
|
NEW | 3 | $207 | 0.00% | |
| WBS |
Webster Financial Corp
Financial Services
|
NEW | 3 | $208 | 0.00% | |
| DOV |
DOVER Corp
Industrials
|
NEW | 1 | $208 | 0.00% | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
NEW | 23 | $209 | 0.00% | |
| BSY |
Bentley Systems Inc
Technology
|
NEW | 6 | $210 | 0.00% | |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
NEW | 1 | $211 | 0.00% | |
| MET |
Metlife Inc
Financial Services
|
NEW | 3 | $212 | 0.00% | |
| EWBC |
East West Bancorp Inc
Financial Services
|
NEW | 2 | $213 | 0.00% | |
| VRNS |
Varonis Systems Inc
Technology
|
NEW | 10 | $214 | 0.00% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
NEW | 3 | $215 | 0.00% | |
| VFC |
V F Corp
Consumer Cyclical
|
NEW | 13 | $220 | 0.00% | |
| FLS |
Flowserve Corp
Industrials
|
NEW | 3 | $220 | 0.00% | |
| STE |
STERIS plc
Healthcare
|
NEW | 1 | $221 | 0.00% | |
| ICLR |
Icon PLC
Healthcare
|
NEW | 2 | $221 | 0.00% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
NEW | 6 | $222 | 0.00% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
NEW | 2 | $222 | 0.00% | |
| BBWI |
Bath & Body Works, Inc.
Consumer Cyclical
|
NEW | 12 | $224 | 0.00% | |
| FHI |
Federated Hermes, Inc.
Financial Services
|
NEW | 4 | $226 | 0.00% | |
| MKSI |
Mks Inc
Technology
|
NEW | 1 | $229 | 0.00% | |
| GME |
GameStop Corp.
Consumer Cyclical
|
NEW | 10 | $230 | 0.00% | |
| GRMN |
Garmin Ltd
Technology
|
NEW | 1 | $232 | 0.00% | |
| ASB |
Associated Banc-Corp
Financial Services
|
NEW | 9 | $232 | 0.00% | |
| SEIC |
Sei Investments Co
Financial Services
|
NEW | 3 | $235 | 0.00% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
NEW | 2 | $235 | 0.00% | |
| ELAN |
Elanco Animal Health Inc
Healthcare
|
NEW | 10 | $239 | 0.00% | |
| XYL |
Xylem Inc.
Industrials
|
NEW | 2 | $239 | 0.00% | |
| CAVA |
Cava Group, Inc.
Consumer Cyclical
|
NEW | 3 | $242 | 0.00% | |
| HXL |
Hexcel Corp /De/
Industrials
|
NEW | 3 | $242 | 0.00% | |
| PAYC |
Paycom Software, Inc.
Technology
|
NEW | 2 | $243 | 0.00% | |
| HUBS |
Hubspot Inc
Technology
|
NEW | 1 | $244 | 0.00% | |
| MDB |
MongoDB, Inc.
Technology
|
NEW | 1 | $244 | 0.00% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
NEW | 3 | $248 | 0.00% | |
| VRSN |
Verisign Inc/Ca
Technology
|
NEW | 1 | $248 | 0.00% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
NEW | 1 | $249 | 0.00% | |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
NEW | 1 | $249 | 0.00% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
NEW | 4 | $249 | 0.00% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
NEW | 2 | $252 | 0.00% | |
| FE |
Firstenergy Corp
Utilities
|
NEW | 5 | $253 | 0.00% | |
| IOT |
Samsara Inc.
Technology
|
NEW | 8 | $253 | 0.00% | |
| GGG |
Graco Inc
Industrials
|
NEW | 3 | $253 | 0.00% | |
| TTAN |
ServiceTitan, Inc.
Technology
|
NEW | 4 | $253 | 0.00% | |
| J |
Jacobs Solutions Inc.
Industrials
|
NEW | 2 | $254 | 0.00% | |
| MRNA |
Moderna, Inc.
Healthcare
|
NEW | 5 | $254 | 0.00% |