VFA
TOPT

Valeo Financial Advisors’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Valeo Financial Advisors’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 		$231K Buy
+7,025
New +$228K ﹤0.01% 714
2026
Q1 		– Sell
-6,847
Closed -$214K – 901
2025
Q4 		$214K Hold
6,847
– – ﹤0.01% 733
2025
Q3 		$209K Buy
+6,847
New +$197K ﹤0.01% 742

Other funds holding TOPT

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Valeo Financial Advisors's TOPT Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 7,025 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in TOPT as recently as Q4 2025.

Valeo Financial Advisors first reported a position in TOPT in Q3 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Valeo Financial Advisors held 7,025 shares of iShares Top 20 U.S. Stocks ETF worth $231K as of Q2 2026.
  • iShares Top 20 U.S. Stocks ETF was a new Valeo Financial Advisors position in Q2 2026.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #714 holding.
  • Valeo Financial Advisors first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.