CL
TOPT

CVFG LLC’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

CVFG LLC’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 		$208K Buy
+6,305
New +$205K 0.02% 247

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

CVFG LLC's TOPT Position: Q2 2026 in Review

CVFG LLC opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 6,305 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings.

104 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • CVFG LLC held 6,305 shares of iShares Top 20 U.S. Stocks ETF worth $208K as of Q2 2026.
  • iShares Top 20 U.S. Stocks ETF was a new CVFG LLC position in Q2 2026.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of CVFG LLC's portfolio in Q2 2026, its #247 holding.
  • 104 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.