13FBOX
TOP Private Wealth LLC. · 13F Holdings
Options Calculator Rankings

TOP Private Wealth LLC.

No.9076 Data as of 2026Q2
Latest AUM (Q2 2026)
$104.2M
QoQ Change Q1 2026
+$104.2Mnew
Holdings
139
New Buys
139
Adds
0
Reduces
0
Exits
0
Unchanged
0
Holdings Value Trend
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSTATE STREETSPYM
17.62%$18.4M209,007$00+209,007New Buy
SSTATE STR SPDR S&P 500 ETF TSPY
10.55%$11.0M14,733$00+14,733New Buy
SSTATE STREETSPYV
8.3%$8.7M142,308$00+142,308New Buy
SSTATE STREETXLI
7.67%$8.0M43,178$00+43,178New Buy
IINVESCO QQQ TRVOO
5.95%$6.2M8,419$00+8,419New Buy
IINVESCO S&PPSCI
5.34%$5.6M29,935$00+29,935New Buy
SSTATE STREETSPMD
5.18%$5.4M79,919$00+79,919New Buy
PPGIM AAAPAAA
3.97%$4.1M80,693$00+80,693New Buy
IISHARES TRAGG
3.13%$3.3M32,967$00+32,967New Buy
JJANUS HENDERSONJAAA
2.97%$3.1M61,358$00+61,358New Buy
IISHARES 7-10YRIEF
2.8%$2.9M30,812$00+30,812New Buy
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
2.77%$2.9M5,524$00+5,524New Buy
EETF SER SOLUTIONSQTUM
2.59%$2.7M16,345$00+16,345New Buy
IINVESCO S&PRWL
1.64%$1.7M13,398$00+13,398New Buy
IISHARES TRIVV
1.58%$1.7M2,205$00+2,205New Buy
IINVESCO S&PIDMO
1.36%$1.4M23,586$00+23,586New Buy
IINNOVATOR ETFSBUFF
1.28%$1.3M25,345$00+25,345New Buy
SSTATE STREETSPTI
1.15%$1.2M42,046$00+42,046New Buy
SSPDR INDEX SHS FDSSPDW
1.07%$1.1M22,120$00+22,120New Buy
SSTATE STREETSPAB
1.03%$1.1M41,907$00+41,907New Buy
SSELECT SECTOR SPDR TRXLK
0.99%$1.0M5,421$00+5,421New Buy
SSELECT SECTOR SPDR TRXLE
0.88%$919,61917,315$00+17,315New Buy
RTX CORPORATIONRTX
0.78%$816,2194,302$00+4,302New Buy
FFRANKLIN FTSEFLAX
0.78%$812,86821,809$00+21,809New Buy
SSPDR SERIES TRUSTSPYG
0.62%$648,4395,450$00+5,450New Buy
IISHARES RUSSELLIWF
0.46%$483,4793,894$00+3,894New Buy
SSELECT SECTOR SPDR TRXLY
0.46%$474,7114,431$00+4,431New Buy
IISHARES COREIJR
0.45%$465,6933,140$00+3,140New Buy
APPLE INCAAPL
0.42%$433,4611,498$00+1,498New Buy
FFUNDSTRAT GRANNYGRNY
0.42%$433,02015,661$00+15,661New Buy
UNITEDHEALTH GROUP INCUNH
0.4%$417,0031,003$00+1,003New Buy
SSELECT SECTOR SPDR TRXLU
0.34%$351,2497,747$00+7,747New Buy
MICROSOFT CORPMSFT
0.32%$336,464902$00+902New Buy
SSTATE STREETSPIB
0.32%$328,6389,822$00+9,822New Buy
ELI LILLY & COLLY
0.28%$290,262242$00+242New Buy
JOHNSON & JOHNSONJNJ
0.25%$264,8911,043$00+1,043New Buy
NVIDIA CORPORATIONNVDA
0.22%$228,7031,143$00+1,143New Buy
JPMORGAN CHASE & COJPM
0.21%$218,983669$00+669New Buy
SSTATE STREETSPYX
0.2%$206,5183,380$00+3,380New Buy
VVANGUARD INDEX FDSVOO
0.18%$192,590280$00+280New Buy
IISHARES MSCI EAFE ETFEFA
0.18%$192,2541,870$00+1,870New Buy
VVANGUARD MIDVO
0.13%$139,9971,738$00+1,738New Buy
IISHARES TRICSH
0.12%$130,2432,575$00+2,575New Buy
OTIS WORLDWIDEOTIS
0.11%$116,0641,621$00+1,621New Buy
JJPMORGAN BETABUILDERSBBJP
0.1%$108,0801,435$00+1,435New Buy
IISHARES RUSSELLIWM
0.1%$101,754339$00+339New Buy
TESLA INCTSLA
0.09%$96,317229$00+229New Buy
IISHARES S&PIVE
0.09%$95,937423$00+423New Buy
CARRIER GLOBALCARR
0.09%$91,1741,243$00+1,243New Buy
IINVESCO MSCI SUSTAINABLEFUTURE ETFPBUS
0.09%$89,5111,196$00+1,196New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow