Long-term investor
Toptier Wealth Management, LLC @toptierwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109367).
Record
- Tracked since 2025-12-31 (266 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months n/a · 1 year n/a · all +5.3%
- Max drawdown n/a · win rate 67% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 97717X669 · 9.4% · long · since 2025-12-31
- 46090E103 · 7.9% · long · since 2025-12-31
- 97717W307 · 6.4% · long · since 2025-12-31
- 97717W562 · 3.8% · long · since 2025-12-31
- 97717W588 · 3.8% · long · since 2025-12-31
- 02072L565 · 3.3% · long · since 2025-12-31
- 78462F103 · 3.3% · long · since 2025-12-31
- 97717W570 · 2.8% · long · since 2025-12-31
- 922908769 · 2.2% · long · since 2025-12-31
- 464287804 · 2.0% · long · since 2025-12-31
- 45782C433 · 1.8% · long · since 2025-12-31
- 97717Y477 · 1.7% · long · since 2025-12-31