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TopTier Wealth Management, LLC Historic Quarter Change: USA ETF, Added

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TopTier Wealth Management, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, TopTier Wealth Management, LLC opened 170 positions, added to 66, reduced 89 and sold out of 163.

  • Q2 2026: Stock DGRW; Country of operation —; Class US QTLY DIV GRT; Shares before 158,400.
  • Q2 2026: Stock DLN; Country of operation —; Class US LARGECAP DIVD; Shares before 105,737.
  • Q2 2026: Stock EPS; Country of operation —; Class US LARGECAP FUND; Shares before 80,166.
  • Q2 2026: Stock QGRW; Country of operation —; Class US QUALITY GROW; Shares before 38,906.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DGRW
WISDOMTREE TR		US QTLY DIV GRT158,400163,408+5,008$13,913,823$15,625,035+$1,711,2122026-07-14
Q2 2026DLN
WISDOMTREE TR		US LARGECAP DIVD105,737109,947+4,210$9,445,455$10,590,101+$1,144,6462026-07-14
Q2 2026EPS
WISDOMTREE TR		US LARGECAP FUND80,16680,257+91$5,460,084$6,243,196+$783,1122026-07-14
Q2 2026QGRW
WISDOMTREE TR		US QUALITY GROW38,90643,171+4,265$2,078,725$2,850,560+$771,8352026-07-14
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT7,3137,328+15$4,756,097$5,472,132+$716,0352026-07-14
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF21,58622,479+893$2,683,356$3,333,919+$650,5632026-07-14
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF13,67219,362+5,690$923,285$1,493,025+$569,7402026-07-14
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT9,6919,809+118$3,109,115$3,629,808+$520,6932026-07-14
Q2 2026QQQM
INVESCO EXCH TRADED FD TR II		NASDAQ 100 ETF1,3751,915+540$326,814$580,336+$253,5222026-07-14
Q2 2026BOXX
EA SERIES TRUST		ALPHA ARCH 1-345,37747,192+1,815$5,276,858$5,525,675+$248,8172026-07-14
Q2 2026ACVF
ETF OPPORTUNITIES TRUST		AMERICAN CONSER31,04731,055+8$1,478,247$1,693,415+$215,1682026-07-14
Q2 2026DON
WISDOMTREE TR		US MIDCAP DIVID38,82838,931+103$2,040,037$2,200,371+$160,3342026-07-14
Q2 2026PXH
INVESCO EXCH TRADED FD TR II		RAFI EMRGNG MRKT41,40945,148+3,739$1,114,309$1,258,733+$144,4242026-07-14
Q2 2026DDWM
WISDOMTREE TR		DYNAMIC INTL EQT6,2359,059+2,824$275,034$418,350+$143,3162026-07-14
Q2 2026BJUN
INNOVATOR ETFS TRUST		US EQTY BUFR JUN16,39018,430+2,040$758,087$897,172+$139,0852026-07-14
Q2 2026JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM11,18012,362+1,182$620,738$759,797+$139,0592026-07-14
Q2 2026FMAY
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT14,09415,525+1,431$744,165$872,505+$128,3402026-07-14
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF9515,705+4,754$415,262$491,387+$76,1252026-07-14
Q2 2026OMFL
INVESCO EXCH TRD SLF IDX FD		RUSL 1000 DYNM8,9738,978+5$539,438$615,362+$75,9242026-07-14
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF8623,448+2,586$367,561$428,140+$60,5792026-07-14
Q2 2026IGV
ISHARES TR		EXPANDED TECH4,1324,185+53$330,767$379,129+$48,3622026-07-14
Q2 2026DXJ
WISDOMTREE TR		JAPN HEDGE EQT1,6411,773+132$260,168$307,593+$47,4252026-07-14
Q2 2026DGRS
WISDOMTREE TR		US S CAP QTY DIV6,7796,780+1$359,018$402,392+$43,3742026-07-14
Q2 2026USMF
WISDOMTREE TR		US MULTIFACTOR8,8688,872+4$437,902$481,237+$43,3352026-07-14
Q2 2026XSLV
INVESCO EXCH TRADED FD TR II		S&P SMLCP LOW6,6076,620+13$311,824$346,967+$35,1432026-07-14
Q2 2026QYLD
GLOBAL X FDS		NASDAQ 100 COVER19,40619,947+541$332,820$367,622+$34,8022026-07-14
Q2 2026DEM
WISDOMTREE TR		EMER MKT HIGH FD5,3795,401+22$267,296$290,544+$23,2482026-07-14
Q2 2026IEF
ISHARES TR		7-10 YR TRSY BD2,3142,557+243$220,841$241,862+$21,0212026-07-14
Q2 2026FVD
FIRST TR EXCHANGE-TRADED FD		SHS9,3929,432+40$441,694$454,427+$12,7332026-07-14
Q2 2026DIM
WISDOMTREE TR		INTL MIDCAP DV2,4882,506+18$206,121$213,616+$7,4952026-07-14
Q2 2026DLS
WISDOMTREE TR		INTL SMCAP DIV2,3962,410+14$195,275$201,893+$6,6182026-07-14
Q2 2026FTCS
FIRST TR EXCHANGE-TRADED FD		CAP STRENGTH ETF3,6653,674+9$339,960$345,026+$5,0662026-07-14
Q2 2026HDV
ISHARES TR		CORE HIGH DV ETF1,9549,760+7,806$265,197$267,522+$2,3252026-07-14
Q2 2026IEI
ISHARES TR		3 7 YR TREAS BD2,7772,788+11$329,342$327,409-$1,9332026-07-14
Q1 2026DLN
WISDOMTREE TR		US LARGECAP DIVD99,748105,737+5,989$8,785,830$9,445,455+$659,6252026-05-06
Q1 2026QQQ
INVESCO QQQ TR		UNIT SER 118,01518,158+143$11,066,735$10,480,313-$586,4222026-05-06
Q1 2026BFEB
INNOVATOR ETFS TRUST		US EQTY BUFR FEB44,59757,557+12,960$2,170,313$2,745,601+$575,2882026-05-06
Q1 2026DGRW
WISDOMTREE TR		US QTLY DIV GRT151,713158,400+6,687$13,567,730$13,913,823+$346,0932026-05-06
Q1 2026WTV
WISDOMTREE TR		WISDOMTREE US VA9,70312,060+2,357$905,337$1,142,439+$237,1022026-05-06
Q1 2026JCPB
J P MORGAN EXCHANGE TRADED F		CORE PLUS BD ETF31,50436,204+4,700$1,491,733$1,704,474+$212,7412026-05-06
Q1 2026FJAN
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT4,1107,546+3,436$212,693$380,394+$167,7012026-05-06
Q1 2026PXH
INVESCO EXCH TRADED FD TR II		RAFI EMRGNG MRKT37,54141,409+3,868$968,931$1,114,309+$145,3782026-05-06
Q1 2026QGRW
WISDOMTREE TR		US QUALITY GROW33,03138,906+5,875$1,937,932$2,078,725+$140,7932026-05-06
Q1 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT7,1677,313+146$4,887,163$4,756,097-$131,0662026-05-06
Q1 2026MAGS
LISTED FDS TR		ROUNDHILL MAGNIF11,23111,435+204$740,769$662,520-$78,2492026-05-06
Q1 2026USFR
WISDOMTREE TR		FLOATNG RAT TREA10,55411,773+1,219$531,071$592,628+$61,5572026-05-06
Q1 2026ACVF
ETF OPPORTUNITIES TRUST		AMERICAN CONSER31,03331,047+14$1,532,763$1,478,247-$54,5162026-05-06
Q1 2026DON
WISDOMTREE TR		US MIDCAP DIVID38,68738,828+141$1,996,242$2,040,037+$43,7952026-05-06
Q1 2026DGS
WISDOMTREE TR		EMG MKTS SMCAP14,68614,706+20$840,653$883,820+$43,1672026-05-06
Q1 2026NFEB
INNOVATOR ETFS TRUST		INNOVATOR GW 1008,2949,724+1,430$232,458$266,351+$33,8932026-05-06
Q1 2026PXF
INVESCO EXCH TRADED FD TR II		RAFI DVLPD MRKTS5,5435,556+13$363,297$388,383+$25,0862026-05-06
Q1 2026DGRS
WISDOMTREE TR		US S CAP QTY DIV6,7556,779+24$335,186$359,018+$23,8322026-05-06
Q1 2026NJAN
INNOVATOR ETFS TRUST		GRWT100 PWR BF4,2254,769+544$232,037$254,522+$22,4852026-05-06
Q1 2026IEI
ISHARES TR		3 7 YR TREAS BD2,5732,777+204$307,099$329,342+$22,2432026-05-06
Q1 2026DOL
WISDOMTREE TR		TRUE DEVELOPED I7,6877,695+8$506,217$523,187+$16,9702026-05-06
Q1 2026XSOE
WISDOMTREE TR		EM EX ST-OWNED12,90412,913+9$503,527$517,828+$14,3012026-05-06
Q1 2026JPIE
J P MORGAN EXCHANGE TRADED F		INCOME ETF21,47621,869+393$994,147$1,007,492+$13,3452026-05-06
Q1 2026BALT
INNOVATOR ETFS TRUST		DEFINED WLT SHLD29,21629,643+427$979,028$992,003+$12,9752026-05-06
Q1 2026NTSX
WISDOMTREE TR		US EFFICIENT COR4,8364,849+13$265,068$252,869-$12,1992026-05-06
Q1 2026FVD
FIRST TR EXCHANGE-TRADED FD		SHS9,3549,392+38$431,011$441,694+$10,6832026-05-06
Q1 2026BKLN
INVESCO EXCH TRADED FD TR II		SR LN ETF13,99714,208+211$293,938$289,983-$3,9552026-05-06
Q1 2026FTCS
FIRST TR EXCHANGE-TRADED FD		CAP STRENGTH ETF3,6553,665+10$338,162$339,960+$1,7982026-05-06
Q1 2026MINT
PIMCO ETF TR		ENHAN SHRT MA AC3,0583,060+2$306,840$307,744+$9042026-05-06
Q1 2026QYLD
GLOBAL X FDS		NASDAQ 100 COVER18,88619,406+520$333,721$332,820-$9012026-05-06
Q1 2026JVAL
J P MORGAN EXCHANGE TRADED F		US VALUE FACTR4,0844,087+3$200,444$199,673-$7712026-05-06
Q1 2026IEF
ISHARES TR		7-10 YR TRSY BD2,3042,314+10$221,533$220,841-$6922026-05-06

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