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Ishs Top 20 U S Stks Etf shares owned by SkyOak Wealt

Quarter-by-quarter ownership of Ishs Top 20 U S Stks Etf (TOPT) shares owned by SkyOak Wealt from 13F filings

Historical chart of SkyOak Wealt 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 SkyOak Wealt 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 SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 8.8k 30.46
2025-06-30 $235k 8.6k 27.29
2025-03-31 $205k 8.6k 23.82

More positions owned by SkyOak Wealt

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Select Sector Spdr Tr Technology (XLK)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Ark Etf Tr Innovation Etf (ARKK)

View all positions for SkyOak Wealt

Top funds holding Ishs Top 20 U S Stks Etf

LPL Financial
BlackRock
Goodman Advisory Group
Touchstone Capital
Envestnet Asset Management
HighTower Advisors
Susquehanna International
Goldman Sachs Group
Clear Creek Financial Management
Cetera Investment Advisers
Citadel Advisors
Geneos Wealth Management
Kestra Investment Management
Oppenheimer & Co
Horizon Investments

View all funds holding Ishs Top 20 U S Stks Etf