Holdings of TopTier Wealth Management, LLC
686 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44.4 % of the equity sleeve
Sector breakdown
- Funds 9.2 %
- Technology 4.4 %
- Industrials 1.2 %
- Health care 1.2 %
- Financials 1.0 %
- Consumer discretionary 0.9 %
- Communication 0.8 %
- Consumer staples 0.2 %
- Energy 0.2 %
- Utilities 0.1 %
- Unattributed 81.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- TW 0.1 %
- DE 0.1 %
- BR 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 683 | 139.1M $ | 99.80 % |
| 2 | TW | 1 | 169K $ | 0.12 % |
| 3 | DE | 1 | 102.2K $ | 0.07 % |
| 4 | BR | 1 | 8.3K $ | 0.01 % |