TOP Private Wealth LLC.: 13F holdings
CIK 21502312026Q2
| Positions | 139 |
|---|---|
| Reported value | $104.2m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM STATE STREET | 209,007 | $18.4m | 17.6% |
| SPY STATE STREET | 14,733 | $11.0m | 10.6% |
| SPYV STATE STREET | 142,308 | $8.7m | 8.3% |
| XLI STATE STREET | 43,178 | $8.0m | 7.7% |
| QQQ INVESCO QQQ | 8,419 | $6.2m | 5.9% |
| XLI INVESCO S&P | 29,935 | $5.6m | 5.3% |
| SPMD STATE STREET | 79,919 | $5.4m | 5.2% |
| PGIM AAA | 80,693 | $4.1m | 4.0% |
| AGG ISHARES CORE | 32,967 | $3.3m | 3.1% |
| JAAA JANUS HENDERSON | 61,358 | $3.1m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2150231")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.