TopTier Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Muskego, WI
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
133
Total value ($000)
$171,102
Net value change ($000)
+5,558 (3.4%)
New positions
5
Sold out positions
5
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DGRW 1,159 7.4%
DLN 907 8.6%
VTI 802 22.1%
QGRW 753 26.4%
IJH 680 45.5%
F 672 NEW
QQQM 515 88.8%
AAPL 340 15.9%
SPDW 324 77.5%
DDWM 309 73.9%
Top Reduces (Value $000, Stocks/ETFs)
EES -322 -5.1%
EZM -315 -6.8%
GLW -285 -100.0%
DES -273 -12.9%
DGS -250 -30.3%
WDC -232 -100.0%
TPYP -202 -100.0%
WFC -201 -100.0%
KLAC -173 -35.6%
PJAN -168 -10.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type