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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002109367

TopTier Wealth Management, LLC

MUSKEGO, WI · File #028-26283

Latest AUM
$147.3M
Positions
121
Top-10 Concentration
54.5%
Filings
1

Sector Allocation

Financials
45.6%$67.2M
Materials
19.0%$27.9M
Technology
3.5%$5.1M
Healthcare
0.7%$1.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1WISDOMTREE TRWT151,713$13.6M11.44%
2INVESCO QQQ TRIVZ18,015$11.1M9.33%
3WISDOMTREE TRWT99,748$8.8M7.41%
4WISDOMTREE TRWT80,200$5.7M4.79%
5WISDOMTREE TRWT95,044$5.4M4.56%
6EA SERIES TRUST02072L56546,529$5.4M4.52%
7SPDR S&P 500 ETF TRSPY7,167$4.9M4.12%
8WISDOMTREE TRWT60,916$4.1M3.43%
9VANGUARD INDEX FDS9229087699,818$3.3M2.78%
10FIRST TR EXCHNG TRADED FD VI33740F44159,710$2.5M2.08%
11INNOVATOR ETFS TRUSTINHD49,304$2.4M2.06%
12ISHARES TR46428780419,330$2.3M1.96%
13NVIDIA CORPORATIONNVDA12,050$2.2M1.90%
14WISDOMTREE TRWT32,232$2.2M1.87%
15INNOVATOR ETFS TRUSTINHD44,597$2.2M1.83%
16INNOVATOR ETFS TRUSTINHD41,730$2.1M1.76%
17WISDOMTREE TRWT61,340$2.1M1.73%
18APPLE INCAAPL7,349$2.0M1.68%
19WISDOMTREE TRWT38,687$2.0M1.68%
20WISDOMTREE TRWT33,031$1.9M1.63%