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Home > Institutional Investor > Toptier Wealth Management, Llc > 13F Holdings

Instuitional Investor - Toptier Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 163,408 $15,625,035 9.44%
2.
Invesco Qqq Tr
 17,746 $13,067,927 7.89%
3.
Watford Holdings Ltd.
 WTREP 109,947 $10,590,101 6.4%
4.
Watford Holdings Ltd.
 WTREP 93,282 $6,323,591 3.82%
5.
Watford Holdings Ltd.
 WTREP 80,257 $6,243,196 3.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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