Savvy Advisors Inc
TOPT icon

Savvy Advisors Inc’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Savvy Advisors Inc’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 		$748K Sell
22,736
-10
-0% -$324 0.02% 637
2026
Q1 		$651K Buy
22,746
+607
+3% +$18.3K 0.02% 576
2025
Q4 		$691K Buy
+22,139
New +$686K 0.02% 458

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $57.1B AUM 43.46% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
IHT Wealth Management
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
Ceera Investments
Ceera Investments Bellaire, Texas $264M AUM 5.39% 1-Year Est. Return

Savvy Advisors Inc's TOPT Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 0.04% in Q2 2026, selling an estimated $324 and leaving 22,736 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #637.

Savvy Advisors Inc first reported a position in TOPT in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Savvy Advisors Inc held 22,736 shares of iShares Top 20 U.S. Stocks ETF worth $748K as of Q2 2026.
  • Savvy Advisors Inc sold 10 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $324.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #637 holding.
  • Savvy Advisors Inc first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.