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 2 months ago
Filed May 6, 2026 · 39d
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.
97 positions ·
$6,433,840 total
· Technology 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
Showing 1–50
of 97 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 11,626 | $2,027,574 | 31.51% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,359 | $1,867,640 | 29.03% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,229 | $454,938 | 7.07% | |
| KLAC |
Kla Corp
Technology
|
NEW | 161 | $237,058 | 3.68% | |
| INTU |
Intuit Inc.
Technology
|
Added | 516 | $223,108 | 3.47% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 537 | $183,541 | 2.85% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 500 | $168,975 | 2.63% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,115 | $151,606 | 2.36% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 383 | $118,542 | 1.84% | |
| SAP |
Sap SE
Technology
|
NEW | 597 | $102,212 | 1.59% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 362 | $97,917 | 1.52% | |
| SNX |
Td Synnex Corp
Technology
|
NEW | 575 | $97,008 | 1.51% | |
| TEL |
TE Connectivity plc
Technology
|
NEW | 414 | $86,534 | 1.34% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 411 | $65,891 | 1.02% | |
| Q |
Qnity Electronics, Inc.
Technology
|
NEW | 529 | $61,036 | 0.95% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 460 | $59,238 | 0.92% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 328 | $48,252 | 0.75% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
NEW | 215 | $42,324 | 0.66% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 102 | $39,821 | 0.62% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 432 | $33,518 | 0.52% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 315 | $32,933 | 0.51% | |
| FTNT |
Fortinet, Inc.
Technology
|
NEW | 396 | $32,361 | 0.50% | |
| PAYX |
Paychex Inc
Technology
|
NEW | 339 | $31,228 | 0.49% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 211 | $30,865 | 0.48% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 115 | $27,874 | 0.43% | |
| CDW |
CDW Corp
Technology
|
NEW | 100 | $12,102 | 0.19% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
NEW | 224 | $10,507 | 0.16% | |
| FSLR |
First Solar, Inc.
Technology
|
NEW | 51 | $10,060 | 0.16% | |
| CRM |
Salesforce, Inc.
Technology
|
NEW | 47 | $8,773 | 0.14% | |
| SNPS |
Synopsys Inc
Technology
|
NEW | 21 | $8,326 | 0.13% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 15 | $5,067 | 0.08% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 21 | $4,486 | 0.07% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 21 | $4,272 | 0.07% | |
| CNXC |
Concentrix Corp
Technology
|
NEW | 110 | $3,009 | 0.05% | |
| INTC |
Intel Corp
Technology
|
NEW | 57 | $2,515 | 0.04% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 11 | $2,135 | 0.03% | |
| PSFE |
Paysafe Ltd
Technology
|
NEW | 297 | $2,022 | 0.03% | |
| APH |
Amphenol Corp /De/
Technology
|
NEW | 16 | $2,021 | 0.03% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 6 | $1,908 | 0.03% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 13 | $1,596 | 0.02% | |
| UBER |
Uber Technologies, Inc
Technology
|
NEW | 20 | $1,438 | 0.02% | |
| ADP |
Automatic Data Processing Inc
Technology
|
NEW | 7 | $1,422 | 0.02% | |
| ACN |
Accenture plc
Technology
|
NEW | 7 | $1,388 | 0.02% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 2 | $1,270 | 0.02% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 12 | $1,188 | 0.02% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
NEW | 4 | $1,129 | 0.02% | |
| GEN |
Gen Digital Inc.
Technology
|
NEW | 59 | $1,110 | 0.02% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 6 | $984 | 0.02% | |
| ADBE |
Adobe Inc.
Technology
|
NEW | 4 | $972 | 0.02% | |
| ADSK |
Autodesk, Inc.
Technology
|
NEW | 4 | $957 | 0.01% |