TWM
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TopTier Wealth Management’s American Conservative Values ETF ACVF Stock Holding History

TopTier Wealth Management’s Portfolio ACVF Stock Details ACVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Buy
31,055
+8
+0% +$418 1.02% 22
2026
Q1 		$1.48M Buy
31,047
+14
+0% +$693 0.91% 26
2025
Q4 		$1.53M Buy
+31,033
New +$1.53M 1.04% 24

Other funds holding ACVF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TopTier Wealth Management's ACVF Position: Q2 2026 in Review

TopTier Wealth Management increased its American Conservative Values ETF (ACVF) stake by 0.03% in Q2 2026, buying an estimated $418 and bringing the position to 31,055 shares worth $1.69M. The position accounts for 1.02% of the portfolio, ranked #22.

TopTier Wealth Management first reported a position in ACVF in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

  • TopTier Wealth Management held 31,055 shares of American Conservative Values ETF worth $1.69M as of Q2 2026.
  • TopTier Wealth Management bought 8 American Conservative Values ETF shares in Q2 2026, an estimated $418.
  • American Conservative Values ETF made up 1.02% of TopTier Wealth Management's portfolio in Q2 2026, its #22 holding.
  • TopTier Wealth Management first reported a position in American Conservative Values ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.