StockDriftsStockDriftsTop 50 Toth Financial Advisory CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.01% | 58.8K | $30.2M | +3.81%(+2.16K) | $65.75(+711.49%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.99% | 89.9K | $29.9M | -0.54%(-488) | $63.34(+441.40%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.78% | 80.9K | $27.8M | -0.16%(-126) | $119.39(+188.29%) | 2026-09-30 | |
| QLD | PROSHARES TR | 2.23% | 232.9K | $22.3M | -2.79%(-6.67K) | $2.71(+3217.20%) | 2026-09-30 | |
| CSCO | CISCO SYS INC | 2.22% | 206.8K | $22.3M | -0.81%(-1.69K) | $24.81(+329.27%) | 2026-09-30 | |
| REGL | PROSHARES TR | 1.99% | 230.1K | $19.9M | -1.38%(-3.22K) | $61.19(+44.66%) | 2026-09-30 | |
| SOXX | ISHARES TR | 1.98% | 34.9K | $19.8M | -2.87%(-1.03K) | $129.44(+287.78%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 1.89% | 96.9K | $19.0M | +0.79%(+763) | $27.31(+580.81%) | 2026-09-30 | |
| NOBL | PROSHARES TR | 1.86% | 345.1K | $18.7M | -0.49%(-1.71K) | $34.43(+64.92%) | 2026-09-30 | |
| V | VISA INC | 1.84% | 51.1K | $18.4M | -0.10%(-50) | $139.36(+189.12%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.10% | +56.50% | +7.59% | +44.15% |
| Top 20 Holdings Unweighted | +17.32% | +61.47% | +8.13% | +47.85% |
Toth Financial Advisory CORP reports $1.00B in US-listed equity holdings across 1,024 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (3.0%), AAPL (3.0%) and GOOGL (2.8%). The top 20 holdings account for 37.66% of reported assets. Its disclosed equity book has returned +56.50% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Toth Financial Advisory CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 866780). View Toth Financial Advisory CORP’s 13F filings on SEC