Institutional Fund
Toptier Wealth Management, LLC
Muskego, WICIK 21093672 filings on record
Portfolio Value
$162.66M
Q1 2026
Holdings
795
Reported positions
New Buys
674
Opened this quarter
QoQ Change
+10.4%
from $147.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr8.6%
- Invesco Qqq Tr6.4%
- Wisdomtree Tr5.8%
- Wisdomtree Tr3.4%
- Wisdomtree Tr3.4%
- Ea Series Trust3.2%
- Other69.2%
Portfolio Holdings
795 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 158.4K | $13.91M | 8.6% | +6.7K | Added |
| 2 | Invesco Qqq Tr | 18.2K | $10.48M | 6.4% | +143 | Added |
| 3 | Wisdomtree Tr | 105.7K | $9.45M | 5.8% | +6.0K | Added |
| 4 | Wisdomtree Tr | 94.7K | $5.50M | 3.4% | −314 | Reduced |
| 5 | Wisdomtree Tr | 80.2K | $5.46M | 3.4% | −34 | Reduced |
| 6 | Ea Series Trust | 45.4K | $5.28M | 3.2% | −1.2K | Reduced |
| 7 | Spdr S&P 500 ETF Tr | 7.3K | $4.76M | 2.9% | +146 | Added |
| 8 | Wisdomtree Tr | 60.9K | $4.09M | 2.5% | −32 | Reduced |
| 9 | Vanguard Index Fds | 9.7K | $3.11M | 1.9% | −127 | Reduced |
| 10 | Innovator Etfs Trust | 57.6K | $2.75M | 1.7% | +13.0K | Added |
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