TopTier Wealth Management, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, TopTier Wealth Management, LLC opened 9 positions, added to 34, reduced 51, sold out of 155 and left 15 unchanged. The largest increase in value was QQQ (+$2,587,614); the largest decrease was BUFR (-$1,339,588).
- DGRW: Country of operation —; Class US QTLY DIV GRT; Shares 2026-03-31 158,400; Shares 2026-06-30 163,408.
- DLN: Country of operation —; Class US LARGECAP DIVD; Shares 2026-03-31 105,737; Shares 2026-06-30 109,947.
- EPS: Country of operation —; Class US LARGECAP FUND; Shares 2026-03-31 80,166; Shares 2026-06-30 80,257.
- QGRW: Country of operation —; Class US QUALITY GROW; Shares 2026-03-31 38,906; Shares 2026-06-30 43,171.
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 |
|---|
DGRW
WISDOMTREE TR | | US QTLY DIV GRT | 158,400 | 163,408 | +5,008 | $13,913,823 | $15,625,035 | +$1,711,212 |
|---|
DLN
WISDOMTREE TR | | US LARGECAP DIVD | 105,737 | 109,947 | +4,210 | $9,445,455 | $10,590,101 | +$1,144,646 |
|---|
EPS
WISDOMTREE TR | | US LARGECAP FUND | 80,166 | 80,257 | +91 | $5,460,084 | $6,243,196 | +$783,112 |
|---|
QGRW
WISDOMTREE TR | | US QUALITY GROW | 38,906 | 43,171 | +4,265 | $2,078,725 | $2,850,560 | +$771,835 |
|---|
SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 7,313 | 7,328 | +15 | $4,756,097 | $5,472,132 | +$716,035 |
|---|
IJR
ISHARES TR | | CORE S&P SCP ETF | 21,586 | 22,479 | +893 | $2,683,356 | $3,333,919 | +$650,563 |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 13,672 | 19,362 | +5,690 | $923,285 | $1,493,025 | +$569,740 |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 9,691 | 9,809 | +118 | $3,109,115 | $3,629,808 | +$520,693 |
|---|
QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | 1,375 | 1,915 | +540 | $326,814 | $580,336 | +$253,522 |
|---|
BOXX
EA SERIES TRUST | | ALPHA ARCH 1-3 | 45,377 | 47,192 | +1,815 | $5,276,858 | $5,525,675 | +$248,817 |
|---|
ACVF
ETF OPPORTUNITIES TRUST | | AMERICAN CONSER | 31,047 | 31,055 | +8 | $1,478,247 | $1,693,415 | +$215,168 |
|---|
DON
WISDOMTREE TR | | US MIDCAP DIVID | 38,828 | 38,931 | +103 | $2,040,037 | $2,200,371 | +$160,334 |
|---|
PXH
INVESCO EXCH TRADED FD TR II | | RAFI EMRGNG MRKT | 41,409 | 45,148 | +3,739 | $1,114,309 | $1,258,733 | +$144,424 |
|---|
DDWM
WISDOMTREE TR | | DYNAMIC INTL EQT | 6,235 | 9,059 | +2,824 | $275,034 | $418,350 | +$143,316 |
|---|
BJUN
INNOVATOR ETFS TRUST | | US EQTY BUFR JUN | 16,390 | 18,430 | +2,040 | $758,087 | $897,172 | +$139,085 |
|---|
JEPQ
J P MORGAN EXCHANGE TRADED F | | NASDAQ EQT PREM | 11,180 | 12,362 | +1,182 | $620,738 | $759,797 | +$139,059 |
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FMAY
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 14,094 | 15,525 | +1,431 | $744,165 | $872,505 | +$128,340 |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 951 | 5,705 | +4,754 | $415,262 | $491,387 | +$76,125 |
|---|
OMFL
INVESCO EXCH TRD SLF IDX FD | | RUSL 1000 DYNM | 8,973 | 8,978 | +5 | $539,438 | $615,362 | +$75,924 |
|---|
IWF
ISHARES TR | | RUS 1000 GRW ETF | 862 | 3,448 | +2,586 | $367,561 | $428,140 | +$60,579 |
|---|
IGV
ISHARES TR | | EXPANDED TECH | 4,132 | 4,185 | +53 | $330,767 | $379,129 | +$48,362 |
|---|
DXJ
WISDOMTREE TR | | JAPN HEDGE EQT | 1,641 | 1,773 | +132 | $260,168 | $307,593 | +$47,425 |
|---|
DGRS
WISDOMTREE TR | | US S CAP QTY DIV | 6,779 | 6,780 | +1 | $359,018 | $402,392 | +$43,374 |
|---|
USMF
WISDOMTREE TR | | US MULTIFACTOR | 8,868 | 8,872 | +4 | $437,902 | $481,237 | +$43,335 |
|---|
XSLV
INVESCO EXCH TRADED FD TR II | | S&P SMLCP LOW | 6,607 | 6,620 | +13 | $311,824 | $346,967 | +$35,143 |
|---|
QYLD
GLOBAL X FDS | | NASDAQ 100 COVER | 19,406 | 19,947 | +541 | $332,820 | $367,622 | +$34,802 |
|---|
DEM
WISDOMTREE TR | | EMER MKT HIGH FD | 5,379 | 5,401 | +22 | $267,296 | $290,544 | +$23,248 |
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IEF
ISHARES TR | | 7-10 YR TRSY BD | 2,314 | 2,557 | +243 | $220,841 | $241,862 | +$21,021 |
|---|
FVD
FIRST TR EXCHANGE-TRADED FD | | SHS | 9,392 | 9,432 | +40 | $441,694 | $454,427 | +$12,733 |
|---|
DIM
WISDOMTREE TR | | INTL MIDCAP DV | 2,488 | 2,506 | +18 | $206,121 | $213,616 | +$7,495 |
|---|
DLS
WISDOMTREE TR | | INTL SMCAP DIV | 2,396 | 2,410 | +14 | $195,275 | $201,893 | +$6,618 |
|---|
FTCS
FIRST TR EXCHANGE-TRADED FD | | CAP STRENGTH ETF | 3,665 | 3,674 | +9 | $339,960 | $345,026 | +$5,066 |
|---|
HDV
ISHARES TR | | CORE HIGH DV ETF | 1,954 | 9,760 | +7,806 | $265,197 | $267,522 | +$2,325 |
|---|
IEI
ISHARES TR | | 3 7 YR TREAS BD | 2,777 | 2,788 | +11 | $329,342 | $327,409 | -$1,933 |
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