TopTier Wealth Management, LLC Last Quarter Change: USA Stocks, Added

TopTier Wealth Management, LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, TopTier Wealth Management, LLC opened 0 positions, added to 16, reduced 3, sold out of 511 and left 4 unchanged. The largest increase in value was NVDA (+$306,147); the largest decrease was SLV (-$349,615).

NVDA: Country of operation United States; Class COM; Shares 2026-03-31 11,626; Shares 2026-06-30 11,663.
AAPL: Country of operation United States; Class COM; Shares 2026-03-31 7,359; Shares 2026-06-30 7,368.
KLAC: Country of operation United States; Class COM NEW; Shares 2026-03-31 161; Shares 2026-06-30 1,612.
AMAT: Country of operation United States; Class COM; Shares 2026-03-31 537; Shares 2026-06-30 538.

Two Form 13F-HR filings compared (SEC CIK 2109367): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-07-14). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
NVDA NVIDIA CORPORATION	United States	COM	11,626	11,663	+37	$2,027,567	$2,333,714	+$306,147
AAPL APPLE INC	United States	COM	7,359	7,368	+9	$1,867,709	$2,132,135	+$264,426
KLAC KLA CORP	United States	COM NEW	161	1,612	+1,451	$237,537	$486,455	+$248,918
AMAT APPLIED MATLS INC	United States	COM	537	538	+1	$183,680	$389,268	+$205,588
WDC WESTERN DIGITAL CORP	United States	COM	362	363	+1	$97,917	$231,855	+$133,938
GLW CORNING INC	United States	COM	1,115	1,117	+2	$151,607	$285,315	+$133,708
MS MORGAN STANLEY	United States	COM NEW	1,854	1,859	+5	$305,127	$388,605	+$83,478
GOOG ALPHABET INC	United States	CAP STK CL C	953	968	+15	$273,346	$341,985	+$68,639
TSLA TESLA INC	United States	COM	683	688	+5	$253,905	$289,373	+$35,468
V VISA INC	United States	COM CL A	652	654	+2	$197,122	$224,450	+$27,328
EPD ENTERPRISE PRODS PARTNERS L	United States	COM	19,670	19,778	+108	$744,318	$727,054	-$17,264
SYK STRYKER CORPORATION	United States	COM	1,053	1,059	+6	$346,134	$333,515	-$12,619
WFC WELLS FARGO & CO	United States	COM	2,415	2,437	+22	$192,290	$201,424	+$9,134
MSFT MICROSOFT CORP	United States	COM	1,229	1,243	+14	$455,036	$463,504	+$8,468
META META PLATFORMS INC	United States	CL A	1,015	1,044	+29	$580,552	$587,985	+$7,433
ET ENERGY TRANSFER L P	United States	COM UT LTD PTN	27,091	27,292	+201	$522,865	$521,826	-$1,039

Similar Firms

Firm Name	Country	13F Value	Holdings
DAHRING \| CUSMANO LLC	United States	$0.163B	58
INSTRUMENTAL WEALTH, LLC	United States	$0.163B	73
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	United States	$0.163B	82
Dean, Jacobson Financial Services, LLC	United States	$0.163B	21
Buttonwood Financial Group, LLC	United States	$0.163B	30
Capstone Wealth Management Group LLC	United States	$0.163B	123
CANNELL CAPITAL LLC	United States	$0.163B	41
Millennium Capital Advisors, LLC	United States	$0.162B	133
Index Venture Growth Associates IV Ltd	Jersey	$0.163B	2
Invariant Investment Management	United States	$0.162B	70