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Top Private Wealth LLC. Top Holdings and 13F Report (2026)

About Top Private Wealth LLC.

Investment Activity

  • Top Private Wealth LLC. has $104.25 million in total holdings as of June 30, 2026.
  • Top Private Wealth LLC. owns shares of 139 different stocks, but just 14 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofTop Private Wealth LLC.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$18,367,512209,00717.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,002,10614,73310.6%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$8,650,882142,3088.3%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$7,997,91343,1787.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,200,0268,4195.9%ETF
Invesco S&P SmallCap Industrials ETF stock logo
PSCI
Invesco S&P SmallCap Industrials ETF
$5,569,63529,9355.3%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$5,399,33879,9195.2%ETF
PGIM AAA
$4,137,12780,6934.0%MF Closed and MF Open
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,263,09232,9673.1%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$3,097,96361,3583.0%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$2,913,90330,8122.8%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,885,7405,5242.8%ETF
DEFIANCE QUANTUM
$2,703,09916,3452.6%MF Closed and MF Open
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$1,711,78313,3981.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,651,3032,2051.6%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$1,421,99823,5861.4%ETF
Innovator Laddered Allocation Power Buffer ETF stock logo
BUFF
Innovator Laddered Allocation Power Buffer ETF
$1,335,17625,3451.3%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$1,193,67742,0461.1%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,114,63222,1201.1%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1,069,47241,9071.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,032,8085,4211.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$919,61917,3150.9%ETF
RTX Corporation stock logo
RTX
RTX
$816,2194,3020.8%Industrials
FLAX
Franklin FTSE Asia ex Japan ETF
$812,86821,8090.8%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$648,4395,4500.6%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$483,4793,8940.5%ETF
XLC
Communication Services Select Sector SPDR Fund
$474,7114,4310.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$465,6933,1400.4%ETF
Apple Inc. stock logo
AAPL
Apple
$433,4611,4980.4%Technology
FUNDSTRAT GRANNY
$433,02015,6610.4%MF Closed and MF Open
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$417,0031,0030.4%Healthcare
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$351,2497,7470.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$336,4649020.3%Technology
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$328,6389,8220.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$290,2622420.3%Healthcare
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$264,8911,0430.3%Healthcare
NVIDIA Corporation stock logo
NVDA
NVIDIA
$228,7031,1430.2%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$218,9836690.2%Finance
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$206,5183,3800.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$192,5902800.2%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$192,2541,8700.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$139,9971,7380.1%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$130,2432,5750.1%ETF
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$116,0641,6210.1%Industrials
JPMorgan BetaBuilders Japan ETF stock logo
BBJP
JPMorgan BetaBuilders Japan ETF
$108,0801,4350.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$101,7543390.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$96,3172290.1%Consumer Discretionary
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$95,9374230.1%ETF
Carrier Global Corporation stock logo
CARR
Carrier Global
$91,1741,2430.1%Industrials
Invesco MSCI USA ETF stock logo
PBUS
Invesco MSCI USA ETF
$89,5111,1960.1%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$87,3623230.1%Industrials
First Trust NASDAQ-100 Technology Sector Index Fund stock logo
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
$83,6732500.1%ETF
OUTFRONT MEDIA
$71,8432,1930.1%Common Stock
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$70,9276330.1%ETF
Cigna Group stock logo
CI
Cigna Group
$68,0932470.1%Healthcare
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$65,5571600.1%ETF
Ellington Financial Inc. stock logo
EFC
Ellington Financial
$63,9674,7000.1%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$58,7818250.1%ETF
VictoryShares US 500 Volatility Wtd ETF stock logo
CFA
VictoryShares US 500 Volatility Wtd ETF
$57,7815850.1%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$49,9215540.0%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$48,0649700.0%ETF
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$46,9283210.0%Finance
The Hartford Insurance Group, Inc. stock logo
HIG
The Hartford Insurance Group
$46,1173480.0%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$42,6261760.0%ETF
SUPER MICRO
$42,4111,4460.0%Common Stock
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$42,1431,4320.0%ETF
iShares U.S. Healthcare Providers ETF stock logo
IHF
iShares U.S. Healthcare Providers ETF
$40,6687350.0%ETF
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$39,3334060.0%Consumer Staples
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$38,3461,4470.0%ETF
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$36,5311380.0%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$34,1021000.0%Technology
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$32,4442600.0%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$31,8641310.0%ETF
Ares Capital Corporation stock logo
ARCC
Ares Capital
$30,9641,6710.0%Finance
SEI Enhanced U.S. Large Cap Momentum Factor ETF stock logo
SEIM
SEI Enhanced U.S. Large Cap Momentum Factor ETF
$30,3775410.0%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$29,6765390.0%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$29,5506660.0%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$28,8605990.0%ETF
SEI Enhanced U.S. Large Cap Value Factor ETF stock logo
SEIV
SEI Enhanced U.S. Large Cap Value Factor ETF
$28,6565970.0%ETF
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$28,6373140.0%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$28,6001200.0%Consumer Discretionary
Impinj, Inc. stock logo
PI
Impinj
$25,4951780.0%Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$25,3263450.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$24,5924120.0%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$24,2961110.0%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$23,4455480.0%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$23,323780.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$22,9426350.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$22,531400.0%Communication Services
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$22,4923900.0%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$22,4242360.0%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$21,6821820.0%ETF
Invesco S&P 500 Equal Weight Utilities ETF stock logo
RSPU
Invesco S&P 500 Equal Weight Utilities ETF
$21,6412670.0%ETF
Eversource Energy stock logo
ES
Eversource Energy
$21,1972930.0%Utilities
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$20,8254300.0%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$20,137610.0%Finance
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$19,9381060.0%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$19,1038150.0%ETF
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$16,818300.0%Industrials
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$16,0407180.0%ETF

Showing largest 100 holdings. View all holdings.
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