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Ishs Top 20 U S Stks Etf shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Ishs Top 20 U S Stks Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishs Top 20 U S Stks Etf held by WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $307k 9.8k 31.23

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Bufferlabs Us Eq
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr Series Trust State Street Spd (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

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