TopTier Wealth Management
TopTier Wealth Management reported 133 stocks worth $171M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are DGRW (9.8%), QQQ (7.7%) and DLN (6.7%). Compared with Q2 2026, the fund opened new positions in F, added to DGRW, QQQ and DLN, trimmed EPS, EES and BOXX and sold out of GLW, WDC and TPYP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DGRW Wisdomtree TR | $16.8M | 9.8% | 173K | +9,197 (+6%) | 4 of 4 | |
| 2 |  QQQ Invesco Qqq TR | $13.1M | 7.7% | 18K | +29 (+0%) | 4 of 4 | |
| 3 |  DLN Wisdomtree TR | $11.5M | 6.7% | 118K | +8,330 (+8%) | 4 of 4 | |
| 4 |  EPS Wisdomtree TR | $6.4M | 3.7% | 80K | −318 (−0%) | 4 of 4 | |
| 5 |  EES Wisdomtree TR | $6M | 3.5% | 93K | −340 (−0%) | 4 of 4 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $5.6M | 3.3% | 7,333 | No change | 4 of 4 | |
| 7 |  BOXX EA Series Trust | $5.4M | 3.1% | 45K | −1,855 (−4%) | 4 of 4 | |
| 8 |  VTI Vanguard Total Stock Market ETF | $4.4M | 2.6% | 12K | +2,034 (+21%) | 4 of 4 | |
| 9 |  EZM Wisdomtree TR | $4.3M | 2.5% | 60K | −883 (−1%) | 4 of 4 | |
| 10 |  QGRW Wisdomtree TR | $3.6M | 2.1% | 52K | +9,299 (+22%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →TopTier Wealth Management 13F FAQ
What does TopTier Wealth Management own?
TopTier Wealth Management reported 133 stocks worth $171M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are DGRW (9.8%), QQQ (7.7%) and DLN (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did TopTier Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 34 added to, 56 trimmed and 5 sold out. New positions include F. It sold all of GLW, WDC and TPYP.
When will TopTier Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is TopTier Wealth Management's portfolio worth?
The Q3 2026 filing reports $171M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.