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Ishs Top 20 U S Stks Etf shares owned by Laurel Oak Wealth Management

Quarter-by-quarter ownership of Ishs Top 20 U S Stks Etf (TOPT) shares owned by Laurel Oak Wealth Management from 13F filings

Historical chart of Laurel Oak Wealth Management investment in Ishs Top 20 U S Stks Etf

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All positions including Ishs Top 20 U S Stks Etf held by Laurel Oak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishs Top 20 U S Stks Etf by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $211k 7.4k 28.62

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding Ishs Top 20 U S Stks Etf

LPL Financial
Victory Capital Management
Envestnet Asset Management
Raymond James Financial
BlackRock
Goodman Advisory Group
Independent Financial Group
Cetera Investment Advisers
Horizon Investments
Clear Creek Financial Management
IHT Wealth Management
Advisor Group Holdings
Founders Financial Securities
Susquehanna International
Goldman Sachs Group

View all funds holding Ishs Top 20 U S Stks Etf