SFC
TOPT

Strategic Financial Concepts’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Strategic Financial Concepts’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
Q1 		$352K Buy
+12,290
New +$370K 0.09% 194
2025
Q4 		– Sell
-12,450
Closed -$379K – 320
2025
Q3 		$379K Sell
12,450
-300
-2% -$8.63K 0.06% 170
2025
Q2 		$332K Buy
12,750
+1,790
+16% +$44.5K 0.05% 188
2025
Q1 		$261K Buy
+10,960
New +$281K 0.05% 262

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Strategic Financial Concepts's TOPT Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q1 2026: 12,290 shares worth $352K. The stake represents 0.09% of the portfolio and ranks #194 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in TOPT as recently as Q3 2025.

Strategic Financial Concepts first reported a position in TOPT in Q1 2025 and has held it in 4 quarters since. The position peaked at $379K in Q3 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Strategic Financial Concepts held 12,290 shares of iShares Top 20 U.S. Stocks ETF worth $352K as of Q1 2026.
  • iShares Top 20 U.S. Stocks ETF was a new Strategic Financial Concepts position in Q1 2026.
  • iShares Top 20 U.S. Stocks ETF made up 0.09% of Strategic Financial Concepts's portfolio in Q1 2026, its #194 holding.
  • Strategic Financial Concepts first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 4 quarters since.
  • Strategic Financial Concepts's iShares Top 20 U.S. Stocks ETF position peaked at $379K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.