TopTier Wealth Management, LLC
•CIK: 2109367•Filing: Q4 2025
**TopTier Wealth Management, LLC** manages $147M across a diversified portfolio of 121 positions. The strategy exhibits significant concentration in technology and growth sectors, highlighted by the top holdings in DGRW ($13.6M) and NDQ ($11.1M). Further notable allocations include DLN ($8.8M) and EPS ($5.7M), suggesting a focused, high-conviction approach to market opportunities.
Total AUM
$147.3M
QoQ Performance
N/A
Positions
40
Top 10 Concentration
43.9%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRW
NDQ
DLN
DGRW9.2%
NDQ7.5%
DLN6.0%
EPS3.9%
EES3.7%
BOXX3.6%
SPY3.3%
EZM2.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other90.8%
Technology4.1%
ETF3.6%
Consumer0.7%
Healthcare0.5%
Financial0.3%