TOP Private Wealth LLC.
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
57 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 83.2% | $20,167,960 |
| Technology | 4.8% | $1,164,061 |
| Industrials | 4.7% | $1,142,498 |
| Healthcare | 4.3% | $1,042,518 |
| Financial Services | 1.5% | $374,054 |
| Real Estate | 0.6% | $135,809 |
| Consumer Cyclical | 0.5% | $131,738 |
| Consumer Defensive | 0.2% | $40,349 |
| Communication Services | 0.1% | $23,954 |
| Utilities | 0.1% | $21,175 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 14,733 | $11,002,162 | 45.38% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 8,419 | $6,199,751 | 25.57% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
First | 5,524 | $2,885,682 | 11.90% | |
| RTX |
RTX Corp
Industrials
|
First | 4,302 | $816,218 | 3.37% | |
| AAPL |
Apple Inc.
Technology
|
First | 1,498 | $433,461 | 1.79% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 1,003 | $416,876 | 1.72% | |
| MSFT |
Microsoft Corp
Technology
|
First | 902 | $336,464 | 1.39% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 242 | $290,262 | 1.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 1,043 | $264,890 | 1.09% | |
| NVDA |
Nvidia Corp
Technology
|
First | 1,143 | $228,702 | 0.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 669 | $218,983 | 0.90% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
First | 1,621 | $116,063 | 0.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 229 | $96,317 | 0.40% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
First | 1,243 | $91,174 | 0.38% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
First | 323 | $87,361 | 0.36% | |
| OUT |
OUTFRONT Media Inc.
Real Estate
|
First | 2,193 | $71,842 | 0.30% | |
| CI |
Cigna Group
Healthcare
|
First | 247 | $68,092 | 0.28% | |
| EFC |
Ellington Financial Inc.
Real Estate
|
First | 4,700 | $63,967 | 0.26% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
First | 825 | $58,781 | 0.24% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
First | 321 | $46,926 | 0.19% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
First | 348 | $46,116 | 0.19% | |
| SMCI |
Super Micro Computer, Inc.
Technology
|
First | 1,446 | $42,411 | 0.17% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
First | 406 | $39,333 | 0.16% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 100 | $34,102 | 0.14% | |
| ARCC |
Ares Capital Corp
Financial Services
|
First | 1,671 | $30,963 | 0.13% | |
| MCHP |
Microchip Technology Inc
Technology
|
First | 314 | $28,636 | 0.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 120 | $28,600 | 0.12% | |
| PI |
Impinj Inc
Technology
|
First | 178 | $25,494 | 0.11% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 40 | $22,531 | 0.09% | |
| ES |
Eversource Energy
Utilities
|
First | 293 | $21,175 | 0.09% | |
| BNDX |
Vanguard Total International Bond ETF
|
First | 430 | $20,824 | 0.09% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
First | 61 | $20,137 | 0.08% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
First | 30 | $16,818 | 0.07% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
First | 87 | $14,864 | 0.06% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
First | 37 | $11,021 | 0.05% | |
| IREN |
IREN Ltd
Financial Services
|
First | 239 | $10,929 | 0.05% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
First | 18 | $6,382 | 0.03% | |
| INTC |
Intel Corp
Technology
|
First | 38 | $5,305 | 0.02% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 36 | $4,228 | 0.02% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 8 | $3,022 | 0.01% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 5 | $2,387 | 0.01% | |
| IONQ |
IonQ, Inc.
Technology
|
First | 43 | $2,290 | 0.01% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
First | 7 | $2,222 | 0.01% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 6 | $2,116 | 0.01% | |
| CRSP |
CRISPR Therapeutics AG
Healthcare
|
First | 34 | $1,854 | 0.01% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
First | 27 | $1,108 | 0.00% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 1 | $935 | 0.00% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 11 | $785 | 0.00% | |
| IBB |
iShares Biotechnology ETF
|
First | 4 | $760 | 0.00% | |
| VSXY |
Victoria's Secret & Co.
Consumer Cyclical
|
First | 9 | $751 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.