TopTier Wealth Management, LLC
Filing Date
Global Rank
#7,209
/ 8,588
▲ 282
Top Industry
Semiconductors
14.6%
3Y Alpha vs SPY
+2.6%
Period ended 3 months ago
Filed May 6, 2026 · 42d
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
+12.1%
SPY
+10.4%
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.
29 positions ·
$1,529,152 total
· Energy only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DTM |
DT Midstream, Inc.
Energy
|
NEW | 2 | $269 | 0.02% | |
| FTI |
TechnipFMC plc
Energy
|
NEW | 4 | $276 | 0.02% | |
| APA |
APA Corp
Energy
|
NEW | 7 | $297 | 0.02% | |
| MTDR |
Matador Resources Co
Energy
|
NEW | 5 | $315 | 0.02% | |
| DVN |
Devon Energy Corp/De
Energy
|
NEW | 8 | $402 | 0.03% | |
| PR |
Permian Resources Corp
Energy
|
NEW | 20 | $426 | 0.03% | |
| HAL |
Halliburton Co
Energy
|
NEW | 14 | $545 | 0.04% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
NEW | 2 | $567 | 0.04% | |
| EQT |
EQT Corp
Energy
|
NEW | 9 | $572 | 0.04% | |
| CTRA |
Coterra Energy Inc.
Energy
|
NEW | 18 | $632 | 0.04% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
NEW | 3 | $741 | 0.05% | |
| TRGP |
Targa Resources Corp.
Energy
|
NEW | 3 | $752 | 0.05% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
NEW | 4 | $791 | 0.05% | |
| BKR |
Baker Hughes Co
Energy
|
NEW | 14 | $854 | 0.06% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
NEW | 14 | $910 | 0.06% | |
| MPC |
Marathon Petroleum Corp
Energy
|
NEW | 4 | $976 | 0.06% | |
| MGY |
Magnolia Oil & Gas Corp
Energy
|
NEW | 32 | $1,010 | 0.07% | |
| WMB |
Williams Companies, Inc.
Energy
|
NEW | 14 | $1,018 | 0.07% | |
| SLB |
Slb Limited/Nv
Energy
|
NEW | 22 | $1,130 | 0.07% | |
| OKE |
Oneok Inc /New/
Energy
|
NEW | 83 | $7,502 | 0.49% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
NEW | 400 | $8,300 | 0.54% | |
| PSX |
Phillips 66
Energy
|
NEW | 54 | $9,837 | 0.64% | |
| EOG |
Eog Resources Inc
Energy
|
NEW | 191 | $27,612 | 1.81% | |
| COP |
Conocophillips
Energy
|
NEW | 296 | $39,072 | 2.56% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 262 | $44,450 | 2.91% | |
| CVX |
Chevron Corp
Energy
|
NEW | 223 | $46,138 | 3.02% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
NEW | 1,986 | $66,590 | 4.35% | |
| ET |
Energy Transfer LP
Energy
|
Held | 27,091 | $522,856 | 34.19% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 19,670 | $744,312 | 48.67% |