TopTier Wealth Management, LLC reported 22 positions worth $15.17M for the quarter ended Sep 30, 2026, up 3.1% on the prior quarter. It opened 2 new positions, added to 9, trimmed 8 and exited 4. Its largest holding is Nvidia Corp at 16.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| F Ford Motor Co | +55.7K | – | $671.78K | 4.43% |
| HITI High Tide Inc. | +62.0K | – | $169.26K | 1.12% |
| SYK Stryker Corp | +93 | +8.8% | $25.62K | 2.09% |
| AAPL Apple Inc. | +54 | +0.7% | $17.98K | 16.29% |
| MSFT Microsoft Corp | +27 | +2.2% | $13.84K | 4.29% |
| EPD Enterprise Products Partners L.P. | +113 | +0.6% | $4.02K | 4.67% |
| ET Energy Transfer LP | +196 | +0.7% | $3.87K | 3.58% |
| V Visa Inc. | +7 | +1.1% | $2.52K | 1.57% |
| AMAT Applied Materials Inc | +3 | +0.6% | $1.54K | 1.83% |
| MS Morgan Stanley | +3 | +0.2% | $564.23 | 2.31% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLW Corning Inc | -1,117 | -100.0% | $285.32K | Exited |
| WDC Western Digital Corp | -363 | -100.0% | $231.86K | Exited |
| WFC Wells Fargo & Company | -2,437 | -100.0% | $201.42K | Exited |
| NVDA Nvidia Corp | -580 | -5.0% | $132.46K | 16.69% |
| UNH Unitedhealth Group Inc | -45 | -4.0% | $16.52K | 2.64% |
| AMZN Amazon Com Inc | -51 | -2.4% | $12.70K | 3.48% |
| HRTX Heron Therapeutics, Inc. | -25.4K | -100.0% | $10.82K | Exited |
| TSLA Tesla, Inc. | -26 | -3.8% | $9.23K | 1.55% |
| META Meta Platforms, Inc. | -12 | -1.1% | $8.70K | 4.93% |
| SLV iShares Silver Trust | -47 | -0.2% | $2.56K | 8.55% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 11.1K | $2.53M | 16.69% | -580 | -5.0% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 7,422 | $2.47M | 16.29% | +54 | +0.7% | Added | 0% |
| 3 | SLV iShares Silver Trust | Others | 23.8K | $1.30M | 8.55% | -47 | -0.2% | Reduced | 0% |
| 4 | IAU Ishares Gold Trust | Others | 13.0K | $1.01M | 6.69% | 0 | 0.0% | Unchanged | 0% |
| 5 | GWW W.W. Grainger, Inc. | Industrials | 693 | $863.31K | 5.69% | 0 | 0.0% | Unchanged | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 1,032 | $748.35K | 4.93% | -12 | -1.1% | Reduced | 0% |
| 7 | EPD Enterprise Products Partners L.P. | Energy | 19.9K | $708.34K | 4.67% | +113 | +0.6% | Added | 0% |
| 8 | F Ford Motor Co | Consumer Discretionary | 55.7K | $671.78K | 4.43% | +55.7K | – | New | 0% |
| 9 | MSFT Microsoft Corp | Technology | 1,270 | $651.22K | 4.29% | +27 | +2.2% | Added | 0% |
| 10 | ET Energy Transfer LP | Energy | 27.5K | $543.44K | 3.58% | +196 | +0.7% | Added | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 2,118 | $527.60K | 3.48% | -51 | -2.4% | Reduced | 0% |
| 12 | UNH Unitedhealth Group Inc | Healthcare | 1,089 | $399.86K | 2.64% | -45 | -4.0% | Reduced | 0% |
| 13 | MS Morgan Stanley | Financial Services | 1,862 | $350.20K | 2.31% | +3 | +0.2% | Added | 0% |
| 14 | GOOG Alphabet Inc. | Technology | 964 | $328.44K | 2.17% | -4 | -0.4% | Reduced | 0% |
| 15 | SYK Stryker Corp | Healthcare | 1,152 | $317.30K | 2.09% | +93 | +8.8% | Added | 0% |
Tip. Select a row to see that position’s full history at TopTier Wealth Management.
As of its Q3 2026 13F filing, TopTier Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 16.7%, Apple Inc. (AAPL) at 16.3%, iShares Silver Trust (SLV) at 8.5%, Ishares Gold Trust (IAU) at 6.7%, W.W. Grainger, Inc. (GWW) at 5.7% of the reported portfolio.
TopTier Wealth Management, LLC reported a 13F portfolio worth $15.17M across 22 positions for Q3 2026. That is up 3.1% from the previous quarter.
Its largest purchases by value were Ford Motor Co ($671.78K), High Tide Inc. ($169.26K), Stryker Corp ($25.62K). It opened 2 new positions.
Its largest sales by value were Corning Inc ($285.32K), Western Digital Corp ($231.86K), Wells Fargo & Company ($201.42K). It exited 4 positions entirely.
From the Form 13F-HR reports TopTier Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.