TopTier Wealth Management, LLC quarter change: USA Stocks, Unchanged
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).
- SLV: Country of operation United States; Class ISHARES; Shares 2026-03-31 23,832; Shares 2026-06-30 23,832.
- GWW: Country of operation United States; Class COM; Shares 2026-03-31 693; Shares 2026-06-30 693.
- IAU: Country of operation United States; Class ISHARES NEW; Shares 2026-03-31 12,988; Shares 2026-06-30 12,988.
- RCL: Country of operation United States; Class COM; Shares 2026-03-31 1,075; Shares 2026-06-30 1,075.
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.
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