TopTier Wealth Management, LLC

MUSKEGO, WI · CIK 2109367 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$165.5m reported value +1.8% vs Q1 2026

133positions

44.9%in top 10

0 new 50 added 60 reduced 662 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	163,408	$15.6m9.44%	9.44%	Added +5.0k	+5,008 3.2%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	17,746	$13.1m7.89%	7.89%	Reduced -412	-412 -2.3%
3	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	109,947	$10.6m6.40%	6.40%	Added +4.2k	+4,210 4.0%
4	WISDOMTREE TR US SMALLCAP FUND EES	EES	93,282	$6.3m3.82%	3.82%	Reduced -1.4k	-1,448 -1.5%
5	WISDOMTREE TR US LARGECAP FUND EPS	EPS	80,257	$6.2m3.77%	3.77%	Added +91	+91 0.1%
6	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	47,192	$5.5m3.34%	3.34%	Added +1.8k	+1,815 4.0%
7	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,328	$5.5m3.31%	3.31%	Added +15	+15 0.2%
8	WISDOMTREE TR US MIDCAP FUND EZM	EZM	60,687	$4.6m2.78%	2.78%	Reduced -197	-197 -0.3%
9	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,809	$3.6m2.19%	2.19%	Added +118	+118 1.2%
10	ISHARES TR CORE S&P SCP ETF IJR	IJR	22,479	$3.3m2.01%	2.01%	Added +893	+893 4.1%
11	INNOVATOR ETFS TRUST US EQTY BUFR FEB BFEB	BFEB	56,888	$3.0m1.81%	1.81%	Reduced -669	-669 -1.2%
12	WISDOMTREE TR US QUALITY GROW QGRW	QGRW	43,171	$2.9m1.72%	1.72%	Added +4.3k	+4,265 11.0%
13	INNOVATOR ETFS TRUST US EQTY BUF DEC BDEC	BDEC	48,311	$2.6m1.55%	1.55%	Reduced -691	-691 -1.4%
14	FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT GMAY	GMAY	59,680	$2.6m1.55%	1.55%	Reduced -30	-30 -0.1%
15	NVIDIA CORPORATION COM NVDA	NVDA	11,663	$2.3m1.41%	1.41%	Added +37	+37 0.3%
16	INNOVATOR ETFS TRUST US EQUT BUFR AUG BAUG	BAUG	41,699	$2.2m1.35%	1.35%	Reduced -31	-31 -0.1%
17	WISDOMTREE TR US MIDCAP DIVID DON	DON	38,931	$2.2m1.33%	1.33%	Added +103	+103 0.3%
18	APPLE INC COM AAPL	AAPL	7,368	$2.1m1.29%	1.29%	Added +9	+9 0.1%
19	WISDOMTREE TR US SMALLCAP DIVD DES	DES	52,099	$2.1m1.28%	1.28%	Reduced -7.0k	-6,960 -11.8%
20	WISDOMTREE TR INTL EQUITY FD DWM	DWM	26,593	$1.9m1.18%	1.18%	Reduced -5.6k	-5,637 -17.5%
21	INNOVATOR ETFS TRUST US EQTY BUFR MAY BMAY	BMAY	36,112	$1.7m1.03%	1.03%	Reduced -738	-738 -2.0%
22	ETF OPPORTUNITIES TRUST AMERICAN CONSER ACVF	ACVF	31,055	$1.7m1.02%	1.02%	Added +8	+8 0.0%
23	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	35,830	$1.7m1.02%	1.02%	Reduced -374	-374 -1.0%
24	INNOVATOR ETFS TRUST US EQTY PWR BUF PJAN	PJAN	32,724	$1.6m0.98%	0.98%	Reduced -4.1k	-4,134 -11.2%
25	INNOVATOR ETFS TRUST US EQT BUFR APR BAPR	BAPR	28,432	$1.5m0.91%	0.91%	Reduced -2.1k	-2,109 -6.9%
26	ISHARES TR CORE S&P MCP ETF IJH	IJH	19,362	$1.5m0.90%	0.90%	Added +5.7k	+5,690 41.6%
27	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	39,493	$1.4m0.87%	0.87%	Reduced -175	-175 -0.4%
28	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,977	$1.4m0.84%	0.84%	Reduced -153	-153 -7.2%
29	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DMAY	DMAY	27,691	$1.3m0.79%	0.79%	Unchanged
30	ISHARES SILVER TR ISHARES SLV	SLV	23,832	$1.3m0.77%	0.77%	Unchanged
31	INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG PXH	PXH	45,148	$1.3m0.76%	0.76%	Added +3.7k	+3,739 9.0%
32	WISDOMTREE TR WISDOMTREE US VA WTV	WTV	12,264	$1.2m0.75%	0.75%	Added +204	+204 1.7%
33	INNOVATOR ETFS TRUST US EQTY PWR BF PAUG	PAUG	24,946	$1.1m0.69%	0.69%	Unchanged
34	INNOVATOR ETFS TRUST US SML CP PWR ET KAPR	KAPR	25,391	$1.0m0.61%	0.61%	Reduced -2.5k	-2,492 -8.9%
35	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	29,462	$1.0m0.61%	0.61%	Reduced -181	-181 -0.6%
36	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	21,763	$1.0m0.61%	0.61%	Reduced -106	-106 -0.5%
37	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FFEB	FFEB	16,280	$992.8k0.60%	0.60%	Reduced -331	-331 -2.0%
38	ISHARES GOLD TR ISHARES NEW IAU	IAU	12,988	$980.7k0.59%	0.59%	Unchanged
39	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	18,331	$960.2k0.58%	0.58%	Reduced -157	-157 -0.8%
40	GRAINGER W W INC COM GWW	GWW	693	$942.8k0.57%	0.57%	Unchanged
41	INNOVATOR ETFS TRUST US EQTY BUF NOV BNOV	BNOV	19,090	$912.7k0.55%	0.55%	Reduced -2.6k	-2,623 -12.1%
42	INNOVATOR ETFS TRUST US EQTY BUF SEP BSEP	BSEP	17,161	$904.9k0.55%	0.55%	Reduced -1	-1 -0.0%
43	INNOVATOR ETFS TRUST US EQTY BUFR JUN BJUN	BJUN	18,430	$897.2k0.54%	0.54%	Added +2.0k	+2,040 12.4%
44	INNOVATOR ETFS TRUST US EQTY PWR BUF PDEC	PDEC	19,310	$886.1k0.54%	0.54%	Unchanged
45	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FMAY	FMAY	15,525	$872.5k0.53%	0.53%	Added +1.4k	+1,431 10.2%
46	INNOVATOR ETFS TRUST EQUITY DEFINED P ZSEP	ZSEP	30,500	$840.6k0.51%	0.51%	Unchanged
47	INNOVATOR ETFS TRUST LADERD ALCTN PWR BUFF	BUFF	15,836	$834.2k0.50%	0.50%	Reduced -3.3k	-3,336 -17.4%
48	WISDOMTREE TR EMG MKTS SMCAP DGS	DGS	12,755	$825.3k0.50%	0.50%	Reduced -2.0k	-1,951 -13.3%
49	INNOVATOR ETFS TRUST US EQTY PWR BUF PSEP	PSEP	17,707	$815.4k0.49%	0.49%	Reduced -2	-2 -0.0%
50	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	12,362	$759.8k0.46%	0.46%	Added +1.2k	+1,182 10.6%
51	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	9,964	$746.3k0.45%	0.45%	Reduced -16	-16 -0.2%
52	FIRST TR EXCHNG TRADED FD VI FT VEST U.S. DAUG	DAUG	15,649	$733.1k0.44%	0.44%	Unchanged
53	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	19,778	$727.1k0.44%	0.44%	Added +108	+108 0.6%
54	LISTED FDS TR ROUNDHILL MAGNIF MAGS	MAGS	11,227	$721.9k0.44%	0.44%	Reduced -208	-208 -1.8%
55	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	12,490	$705.4k0.43%	0.43%	Reduced -418	-418 -3.2%
56	INNOVATOR ETFS TRUST US SMALL CAP PWR KDEC	KDEC	23,423	$664.7k0.40%	0.40%	Reduced -1.9k	-1,901 -7.5%
57	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,664	$630.3k0.38%	0.38%	Reduced -90	-90 -3.3%
58	WISDOMTREE TR EM EX ST-OWNED XSOE	XSOE	12,766	$627.8k0.38%	0.38%	Reduced -147	-147 -1.1%
59	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM OMFL	OMFL	8,978	$615.4k0.37%	0.37%	Added +5	+5 0.1%
60	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX FDN	FDN	2,276	$602.5k0.36%	0.36%	Reduced -20	-20 -0.9%
61	META PLATFORMS INC CL A META	META	1,044	$588.0k0.36%	0.36%	Added +29	+29 2.9%
62	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	1,915	$580.3k0.35%	0.35%	Added +540	+540 39.3%
63	WISDOMTREE TR INTL LRGCAP DV DOL	DOL	7,729	$574.8k0.35%	0.35%	Added +34	+34 0.4%
64	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	11,148	$561.3k0.34%	0.34%	Reduced -625	-625 -5.3%
65	INNOVATOR ETFS TRUST US EQTY PWR BUF PNOV	PNOV	12,555	$556.8k0.34%	0.34%	Reduced -5.3k	-5,318 -29.8%
66	INNOVATOR ETFS TRUST US EQTY BUF OCT BOCT	BOCT	10,379	$550.3k0.33%	0.33%	Unchanged
67	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	9,643	$537.8k0.32%	0.32%	Reduced -26	-26 -0.3%
68	INNOVATOR ETFS TRUST US EQTY BUFR JUL BJUL	BJUL	9,895	$537.4k0.32%	0.32%	Reduced -3	-3 -0.0%
69	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	27,292	$521.8k0.32%	0.32%	Added +201	+201 0.7%
70	AMAZON COM INC COM AMZN	AMZN	2,169	$517.0k0.31%	0.31%	Reduced -89	-89 -3.9%
71	INNOVATOR ETFS TRUST US EQT PWR BUF PAPR	PAPR	11,723	$494.7k0.30%	0.30%	Reduced -2	-2 -0.0%
72	VANGUARD ADMIRAL FDS INC MIDCP 400 VAL IVOV	IVOV	4,326	$493.4k0.30%	0.30%	Reduced -185	-185 -4.1%
73	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,705	$491.4k0.30%	0.30%	Reduced -1	-1 -0.0%
74	KLA CORP COM NEW KLAC	KLAC	1,612	$486.5k0.29%	0.29%	Added +2	+2 0.1%
75	WISDOMTREE TR US MULTIFACTOR USMF	USMF	8,872	$481.2k0.29%	0.29%	Added +4	+4 0.1%
76	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAY	PMAY	11,541	$476.6k0.29%	0.29%	Reduced -439	-439 -3.7%
77	UNITEDHEALTH GROUP INC COM UNH	UNH	1,134	$471.5k0.28%	0.28%	Reduced -708	-708 -38.4%
78	MICROSOFT CORP COM MSFT	MSFT	1,243	$463.5k0.28%	0.28%	Added +14	+14 1.1%
79	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	9,432	$454.4k0.27%	0.27%	Added +40	+40 0.4%
80	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,448	$428.1k0.26%	0.26%	Unchanged
81	INNOVATOR ETFS TRUST US EQTY BUFR MAR BMAR	BMAR	7,330	$422.4k0.26%	0.26%	Reduced -540	-540 -6.9%
82	WISDOMTREE TR DYNAMIC INTL EQT DDWM	DDWM	9,059	$418.4k0.25%	0.25%	Added +2.8k	+2,824 45.3%
83	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	8,297	$418.1k0.25%	0.25%	Added +2.6k	+2,634 46.5%
84	INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS PXF	PXF	5,413	$409.4k0.25%	0.25%	Reduced -143	-143 -2.6%
85	WISDOMTREE TR US S CAP QTY DIV DGRS	DGRS	6,780	$402.4k0.24%	0.24%	Added +1	+1 0.0%
86	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFD	BUFD	13,331	$396.2k0.24%	0.24%	Reduced -1.7k	-1,693 -11.3%
87	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FJAN	FJAN	7,139	$393.3k0.24%	0.24%	Reduced -407	-407 -5.4%
88	APPLIED MATLS INC COM AMAT	AMAT	538	$389.3k0.24%	0.24%	Added +1	+1 0.2%
89	MORGAN STANLEY COM NEW MS	MS	1,859	$388.6k0.23%	0.23%	Added +5	+5 0.3%
90	ISHARES TR EXPANDED TECH IGV	IGV	4,185	$379.1k0.23%	0.23%	Added +53	+53 1.3%
91	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	19,947	$367.6k0.22%	0.22%	Added +541	+541 2.8%
92	INNOVATOR ETFS TRUST US SML CP PWR B KOCT	KOCT	9,774	$365.2k0.22%	0.22%	Reduced -199	-199 -2.0%
93	INNOVATOR ETFS TRUST US EQTY BUFR JAN BJAN	BJAN	6,180	$363.8k0.22%	0.22%	Reduced -351	-351 -5.4%
94	INNOVATOR ETFS TRUST US SMALL CAP PWR KAUG	KAUG	12,500	$357.8k0.22%	0.22%	Reduced -5.0k	-4,957 -28.4%
95	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	513	$352.3k0.21%	0.21%	Unchanged
96	INVESCO EXCH TRADED FD TR II S&P SMLCP LOW XSLV	XSLV	6,620	$347.0k0.21%	0.21%	Added +13	+13 0.2%
97	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	3,674	$345.0k0.21%	0.21%	Added +9	+9 0.2%
98	INNOVATOR ETFS TRUST US SML CP PWR B KJAN	KJAN	7,509	$342.6k0.21%	0.21%	Reduced -554	-554 -6.9%
99	ALPHABET INC CAP STK CL C GOOG	GOOG	968	$342.0k0.21%	0.21%	Added +15	+15 1.6%
100	ROYAL CARIBBEAN GROUP COM RCL	RCL	1,075	$341.3k0.21%	0.21%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FIRST TR EXCHNG TRADED FD VI XJUN	XJUN	8,403	$361.0k8.4k shares
INTUIT INTU	INTU	516	$223.1k516 shares
FIRST TR EXCHNG TRADED FD VI FMAR	FMAR	4,088	$198.2k4.1k shares
WISDOMTREE TR EPI	EPI	4,689	$191.3k4.7k shares
TJX COS INC NEW TJX	TJX	1,181	$188.6k1.2k shares
INNOVATOR ETFS TRUST PJUL	PJUL	3,957	$181.9k4.0k shares
INNOVATOR ETFS TRUST ZMAR	ZMAR	6,552	$180.7k6.6k shares
INVESCO EXCH TRD SLF IDX FD POWA	POWA	2,017	$173.8k2.0k shares
INNOVATOR ETFS TRUST POCT	POCT	3,994	$172.2k4.0k shares
WISDOMTREE TR DWMF	DWMF	5,015	$168.9k5.0k shares
FIDELITY COMWLTH TR ONEQ	ONEQ	1,894	$160.8k1.9k shares
PROSHARES TR NOBL	NOBL	3,000	$159.0k3.0k shares
GE AEROSPACE GE	GE	528	$149.8k528 shares
TOLL BROTHERS INC TOL	TOL	1,092	$149.0k1.1k shares
INNOVATOR ETFS TRUST AJUL	AJUL	5,131	$148.8k5.1k shares
INNOVATOR ETFS TRUST PFEB	PFEB	3,579	$143.5k3.6k shares
FIRST TR EXCHNG TRADED FD VI FAUG	FAUG	2,754	$142.6k2.8k shares
VANGUARD ADMIRAL FDS INC VIOV	VIOV	1,388	$141.2k1.4k shares
ISHARES TR ITOT	ITOT	938	$133.6k938 shares
INNOVATOR ETFS TRUST UMAY	UMAY	3,587	$132.1k3.6k shares
ASSURANT INC AIZ	AIZ	569	$123.9k569 shares
AMERICAN ELEC PWR CO INC AEP	AEP	939	$123.0k939 shares
BROADCOM INC AVGO	AVGO	383	$118.5k383 shares
CUMMINS INC CMI	CMI	220	$118.4k220 shares
VANGUARD WORLD FD MGK	MGK	1,610	$118.3k1.6k shares