Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

TOP Private Wealth LLC. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

TOP Private Wealth LLC. (CIK 2150231) reported $104.2M across 139 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($18.4M, 17.62%), SPY ($11.0M, 10.55%), SPYV ($8.7M, 8.30%), XLI ($8.0M, 7.67%), QQQ ($6.2M, 5.95%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYMSTATE STREET$18.4M17.62%209,007New
2SPYSTATE STREET$11.0M10.55%14,733New
3SPYVSTATE STREET$8.7M8.30%142,308New
4XLISTATE STREET$8.0M7.67%43,178New
5QQQINVESCO QQQ$6.2M5.95%8,419New
6PSCIINVESCO S&P$5.6M5.34%29,935New
7SPMDSTATE STREET$5.4M5.18%79,919New
8PAAAPGIM AAA$4.1M3.97%80,693New
9AGGISHARES CORE$3.3M3.13%32,967New
10JAAAJANUS HENDERSON$3.1M2.97%61,358New
11IEFISHARES 7-10YR$2.9M2.80%30,812New
12DIASTATE STREET$2.9M2.77%5,524New
13QTUMDEFIANCE QUANTUM$2.7M2.59%16,345New
14RWLINVESCO S&P$1.7M1.64%13,398New
15IVVISHARES CORE$1.7M1.58%2,205New
16IDMOINVESCO S&P$1.4M1.36%23,586New
17BUFFINNOVATOR ETFS$1.3M1.28%25,345New
18SPTISTATE STREET$1.2M1.15%42,046New
19SPDWSTATE STREET$1.1M1.07%22,120New
20SPABSTATE STREET$1.1M1.03%41,907New
21XLKSTATE STREET$1.0M0.99%5,421New
22XLESTATE STREET$919,6190.88%17,315New
23RTXRTX CORP$816,2190.78%4,302New
24FLAXFRANKLIN FTSE$812,8680.78%21,809New
25SPYGSTATE STREET$648,4390.62%5,450New

Source: SEC Form 13F filings · as of 2026-06-30