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Aryn Sands

Toptier Wealth Management, Llc

Assets Managed
$162.66M
Holdings
795
Last Quarter
2026 - Q1
Filed Date
1mo 26d ago
Growth Rate
10.45%(2Q avg: 5.23%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Toptier Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 795 positions.

Assets under management

The assets under management (AUM) of Toptier Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 162.66M in assets, with a quarterly growth rate of 10.45% and a 2-quarter average growth rate of 5.23%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 4.41%
8.56%
$13.914M
158,400 shares@ $87.84 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.8%
6.45%
$10.48M
18,158 shares@ $577.18 avg price
DLN
Wisdomtree Us Largecap Divid
Recent Activity
Increased 6.01%
5.81%
$9.445M
105,737 shares@ $89.33 avg price
EES
Wisdomtree Us Smallcap Fund
Recent Activity
Decreased -0.33%
3.39%
$5.499M
94,730 shares@ $58.05 avg price
EPS
Wisdomtree Us Large Cap Fund
Recent Activity
Decreased -0.04%
3.36%
$5.46M
80,166 shares@ $68.11 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Decreased -2.47%
3.25%
$5.277M
45,377 shares@ $116.29 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.04%
2.93%
$4.756M
7,313 shares@ $650.37 avg price
EZM
Wisdomtree Us Midcap Fund
Recent Activity
Decreased -0.05%
2.52%
$4.093M
60,884 shares@ $67.22 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.29%
1.92%
$3.109M
9,691 shares@ $320.83 avg price
BFEB
Innovator U.s. Equity Buffer
Recent Activity
Increased 29.07%
1.69%
$2.746M
57,557 shares@ $47.71 avg price

1-10 of 795