TopTier Wealth Management, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, TopTier Wealth Management, LLC opened 515 positions, added to 25, reduced 7 and sold out of 511.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 11,626.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 7,359.
- Q2 2026: Stock KLAC; Country of operation United States; Class COM NEW; Shares before 161.
- Q2 2026: Stock AMAT; Country of operation United States; Class COM; Shares before 537.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2109367), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 11,626 | 11,663 | +37 | $2,027,567 | $2,333,714 | +$306,147 | 2026-07-14 |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 7,359 | 7,368 | +9 | $1,867,709 | $2,132,135 | +$264,426 | 2026-07-14 |
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| Q2 2026 | KLAC
KLA CORP | United States | COM NEW | 161 | 1,612 | +1,451 | $237,537 | $486,455 | +$248,918 | 2026-07-14 |
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| Q2 2026 | AMAT
APPLIED MATLS INC | United States | COM | 537 | 538 | +1 | $183,680 | $389,268 | +$205,588 | 2026-07-14 |
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| Q2 2026 | WDC
WESTERN DIGITAL CORP | United States | COM | 362 | 363 | +1 | $97,917 | $231,855 | +$133,938 | 2026-07-14 |
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| Q2 2026 | GLW
CORNING INC | United States | COM | 1,115 | 1,117 | +2 | $151,607 | $285,315 | +$133,708 | 2026-07-14 |
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| Q2 2026 | MS
MORGAN STANLEY | United States | COM NEW | 1,854 | 1,859 | +5 | $305,127 | $388,605 | +$83,478 | 2026-07-14 |
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| Q2 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 953 | 968 | +15 | $273,346 | $341,985 | +$68,639 | 2026-07-14 |
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| Q2 2026 | TSLA
TESLA INC | United States | COM | 683 | 688 | +5 | $253,905 | $289,373 | +$35,468 | 2026-07-14 |
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| Q2 2026 | V
VISA INC | United States | COM CL A | 652 | 654 | +2 | $197,122 | $224,450 | +$27,328 | 2026-07-14 |
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| Q2 2026 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 19,670 | 19,778 | +108 | $744,318 | $727,054 | -$17,264 | 2026-07-14 |
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| Q2 2026 | SYK
STRYKER CORPORATION | United States | COM | 1,053 | 1,059 | +6 | $346,134 | $333,515 | -$12,619 | 2026-07-14 |
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| Q2 2026 | WFC
WELLS FARGO & CO | United States | COM | 2,415 | 2,437 | +22 | $192,290 | $201,424 | +$9,134 | 2026-07-14 |
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| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 1,229 | 1,243 | +14 | $455,036 | $463,504 | +$8,468 | 2026-07-14 |
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| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 1,015 | 1,044 | +29 | $580,552 | $587,985 | +$7,433 | 2026-07-14 |
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| Q2 2026 | ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 27,091 | 27,292 | +201 | $522,865 | $521,826 | -$1,039 | 2026-07-14 |
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| Q1 2026 | AAPL
APPLE INC | United States | COM | 7,349 | 7,359 | +10 | $1,997,813 | $1,867,709 | -$130,104 | 2026-05-06 |
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| Q1 2026 | INTU
INTUIT | United States | COM | 513 | 516 | +3 | $339,821 | $223,108 | -$116,713 | 2026-05-06 |
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| Q1 2026 | SLV
ISHARES SILVER TR | United States | ISHARES | 23,821 | 23,832 | +11 | $1,534,549 | $1,623,912 | +$89,363 | 2026-05-06 |
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| Q1 2026 | META
META PLATFORMS INC | United States | CL A | 996 | 1,015 | +19 | $657,128 | $580,552 | -$76,576 | 2026-05-06 |
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| Q1 2026 | MSFT
MICROSOFT CORP | United States | COM | 1,082 | 1,229 | +147 | $523,159 | $455,036 | -$68,123 | 2026-05-06 |
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| Q1 2026 | TSLA
TESLA INC | United States | COM | 680 | 683 | +3 | $305,810 | $253,905 | -$51,905 | 2026-05-06 |
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| Q1 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 925 | 953 | +28 | $290,152 | $273,346 | -$16,806 | 2026-05-06 |
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| Q1 2026 | AMZN
AMAZON COM INC | United States | COM | 2,079 | 2,258 | +179 | $479,875 | $470,274 | -$9,601 | 2026-05-06 |
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| Q1 2026 | RCL
ROYAL CARIBBEAN GROUP | United States | COM | 1,074 | 1,075 | +1 | $299,560 | $295,819 | -$3,741 | 2026-05-06 |
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