Toptier Wealth Management LLC's Portfolio Activity in Q2 2026
Toptier Wealth Management increased its positions in VUG (Vanguard Utilities ETF) by over 499 basis points, HDV (iShares Core Dividend Yield ETF) by nearly 399 basis points, and QGRW (WisdomTree Qualified Small-Cap Growth ETF TR) by more than 10 basis points. The investor also purchased DES (WisdomTree European Short-Term Income TR).
By Insiderset.Jul 17, 2026, 1:37 AM
Toptier Wealth Management increased its positions in VUG (Vanguard Utilities ETF) by over 499 basis points, HDV (iShares Core Dividend Yield ETF) by nearly 399 basis points, and QGRW (WisdomTree Qualified Small-Cap Growth ETF TR) by more than 10 basis points. The investor also purchased DES (WisdomTree European Short-Term Income TR).