CWP
TOPT

Core Wealth Partners’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Core Wealth Partners’s Portfolio TOPT Stock Details TOPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$943K Sell
28,651
-6,548
-19% -$212K 0.4% 60
2026
Q1 		$1.01M Hold
35,199
– – 0.47% 54
2025
Q4 		$1.1M Buy
35,199
+23,882
+211% +$740K 0.49% 50
2025
Q3 		$345K Buy
+11,317
New +$325K 0.16% 111

Other funds holding TOPT

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Core Wealth Partners's TOPT Position: Q2 2026 in Review

Core Wealth Partners reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 19% in Q2 2026, selling an estimated $212K and leaving 28,651 shares worth $943K. The position accounts for 0.4% of the portfolio, ranked #60.

Core Wealth Partners first reported a position in TOPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q4 2025. 8 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Core Wealth Partners held 28,651 shares of iShares Top 20 U.S. Stocks ETF worth $943K as of Q2 2026.
  • Core Wealth Partners sold 6,548 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $212K.
  • iShares Top 20 U.S. Stocks ETF made up 0.4% of Core Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Core Wealth Partners first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 4 quarters since.
  • Core Wealth Partners's iShares Top 20 U.S. Stocks ETF position peaked at $1.1M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.