TopTier Wealth Management, LLC current holdings: USA ETF
TopTier Wealth Management, LLC reported $0.15 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 109 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are DGRW, QQQ, DLN.
- JVAL: Country of operation —; Class US VALUE FACTR; Shares 4,087; Value $239,682.
- USEP: Country of operation —; Class US EQTY ULTRA B; Shares 5,656; Value $233,762.
- ZAUG: Country of operation —; Class EQUI DEFI 1 AUG; Shares 7,945; Value $218,766.
- PDI: Country of operation —; Class SHS; Shares 13,021; Value $217,451.
Form 13F-HR as filed (SEC CIK 2109367): quarter ended 2026-06-30, filed 2026-07-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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