TopTier Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 133 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with over 100 holdings identified as various ETFs across sectors such as U.S. equity, international equity, and fixed income. Prominent ETFs in the portfolio include the SPDR S&P 500 ETF Trust, the Vanguard S&P 500 ETF Shares, and the WisdomTree U.S. Large-Cap Fund. The firm also holds significant positions in specific technology and industrial companies, including Alphabet Inc., Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Taiwan Semiconductor Manufacturing Company.
In addition to major technology names, the filing reveals positions in financial services, healthcare, and consumer sectors. Notable individual stock holdings include UnitedHealth Group Inc., JPMorgan Chase & Co., Visa Inc., and Stryker Corporation. The filing also lists a variety of specialized ETFs focusing on factors such as value, quality, and dividend income, as well as funds tracking emerging markets and specific indexes.
