Laurel Oak Wealth Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Laurel Oak Wealth Management’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 Q3	$258K	Hold	7,385	–	–	0.04%	313
2026 Q2	$243K	Buy	7,385 +1	+0%	+$32	0.04%	326
2026 Q1	$211K	Buy	7,384 +334	+5%	+$10.1K	0.04%	331
2025 Q4	$220K	Buy	+7,050	New	+$219K	0.04%	326

Other funds holding TOPT

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Laurel Oak Wealth Management's TOPT Position: Q3 2026 in Review

Laurel Oak Wealth Management held its iShares Top 20 U.S. Stocks ETF (TOPT) position steady in Q3 2026 at 7,385 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #313.

Laurel Oak Wealth Management first reported a position in TOPT in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold TOPT as of Q3 2026.

Laurel Oak Wealth Management held 7,385 shares of iShares Top 20 U.S. Stocks ETF worth $258K as of Q3 2026.
Laurel Oak Wealth Management left its iShares Top 20 U.S. Stocks ETF share count unchanged in Q3 2026.
iShares Top 20 U.S. Stocks ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q3 2026, its #313 holding.
Laurel Oak Wealth Management first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and has held it in 4 quarters since.
18 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q3 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.