TopTier Wealth Management, LLC

CIK

2109367

Location

MUSKEGO, WI

Portfolio Value

Micro $205,127

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

+10.8%

SPY

+9.1%

Annualised alpha

+6.3%

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

27 positions · $205,127 total · Utilities 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AEP	American Electric Power Co Inc Utilities	NEW	939	NEW	$123,084	NEW	60.00%
SO	Southern Co Utilities	NEW	330	NEW	$31,851	NEW	15.53%
CEG	Constellation Energy Corp Utilities	NEW	105	NEW	$29,321	NEW	14.29%
D	Dominion Energy, Inc Utilities	NEW	109	NEW	$6,738	NEW	3.28%
NEE	Nextera Energy Inc Utilities	NEW	26	NEW	$2,414	NEW	1.18%
DUK	Duke Energy CORP Utilities	NEW	9	NEW	$1,178	NEW	0.57%
EXC	Exelon Corp Utilities	NEW	22	NEW	$1,078	NEW	0.53%
ETR	Entergy Corp /De/ Utilities	NEW	8	NEW	$898	NEW	0.44%
SRE	Sempra Utilities	NEW	9	NEW	$874	NEW	0.43%
STEM	Stem, Inc. Utilities	NEW	91	NEW	$804	NEW	0.39%
XEL	Xcel Energy Inc Utilities	NEW	9	NEW	$714	NEW	0.35%
CMS	Cms Energy Corp Utilities	NEW	9	NEW	$698	NEW	0.34%
NRG	Nrg Energy, Inc. Utilities	NEW	4	NEW	$584	NEW	0.28%
ED	Consolidated Edison Inc Utilities	NEW	5	NEW	$565	NEW	0.28%
NI	Nisource Inc. Utilities	NEW	10	NEW	$466	NEW	0.23%
WEC	Wec Energy Group, Inc. Utilities	NEW	4	NEW	$463	NEW	0.23%
VST	Vistra Corp. Utilities	NEW	3	NEW	$450	NEW	0.22%
PPL	PPL Corp Utilities	NEW	9	NEW	$343	NEW	0.17%
AEE	Ameren Corp Utilities	NEW	3	NEW	$329	NEW	0.16%
PEG	Public Service Enterprise Group Inc Utilities	NEW	4	NEW	$323	NEW	0.16%
EIX	Edison International Utilities	NEW	4	NEW	$292	NEW	0.14%
DTE	Dte Energy Co Utilities	NEW	2	NEW	$292	NEW	0.14%
IDA	Idacorp Inc Utilities	NEW	2	NEW	$285	NEW	0.14%
PCG	PG&E Corp Utilities	NEW	16	NEW	$281	NEW	0.14%
ES	Eversource Energy Utilities	NEW	4	NEW	$277	NEW	0.14%
AWK	American Water Works Company, Inc. Utilities	NEW	2	NEW	$272	NEW	0.13%
FE	Firstenergy Corp Utilities	NEW	5	NEW	$253	NEW	0.12%