Toptier Wealth Management LLC's Portfolio Activity in Q2 2026

As of June 30th, 2026, Toptier Wealth Management LLC has released its latest portfolio activity report, providing insights into the investment strategies employed by this financial institution during the second quarter.

The firm demonstrated a clear focus on growth-oriented ETFs and tactical funds. Among the most significant purchases were substantial increases in exposure to VUG (Vanguard Utilities Select Sector Fund) with an allocation jump of 499.89 basis points, bringing its total portfolio percentage allocation for this stock up to 0.3%. Similarly, HDV (iShares Core Dividend Yield ETF) saw a nearly 400 basis point increase in its portfolio allocation during the quarter.

Toptier Wealth Management also significantly boosted its position in QGRW (WisdomTree Qualified Small-Cap Growth ETF TR), adding 10.96 basis points to the allocation, resulting in a current portfolio percentage of 1.72%. Furthermore, the investor disclosed buying shares of DES (WisdomTree European Short-Term EUR High Dividend TR), adding this ETF to its holdings with a current portfolio allocation percentage of 1.28%.

In contrast, the investor's activity also included some exits and smaller sales during Q2. The most notable exit was from HRTX (Heron Therapeutics Inc), where they sold shares resulting in a nearly 32% reduction (-12000 shares, -32.13%) and reduced the portfolio allocation to just 0.01%. Other sales included PNOV (Innovator ETFs Trust) which saw a reduction of nearly 30% (-5318 shares, -29.75%) lowering its allocation to 0.34%, and PJAN (Innovator ETFs Trust) with an approximately 11% reduction (-4134 shares, -11.22%) bringing its allocation down to 0.98%. Additionally, the investor sold some BUFF (Innovator ETFs Trust) shares, reducing its portfolio allocation by 0.17%.

Despite these changes, Toptier Wealth Management maintained significant positions in several large-cap and broad-market funds throughout the quarter. Holdings like DGRW (WisdomTree European Short-Term High Dividend TR) increased slightly by 3.16% (-5,008 shares), maintaining its allocation at 9.44%. Similarly, EES (WisdomTree European Short-Term EUR ex High Dividend TR) increased by 1.53% (+1,448 shares), keeping its allocation steady at 3.82%. The investor also slightly added to DDWM (WisdomTree Dynamic Duration TR) by increasing its portfolio allocation by 0.17% (+9,059 shares).

The overall structure of Toptier Wealth Management's portfolio remains heavily concentrated in Technology sector holdings, which account for approximately 4.03% of the total value as disclosed on June 30th, 2026.