Toth Financial Advisory Corp.
Annual return '25
+10.2%
SPY '25
+17.7%
Alpha
-7.5ptsvs SPY
Invested
$1.1B
Holdings
912
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC
Q1 2026: Sold 3.5% (398.3k → 384.2k shares)
2.6%
02
$AAPL
APPLE INC
Q4 2025: New position (448.3k shares)
2.4%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 0.7% (259.4k → 257.6k shares)
2.3%
04
$REGL
PROSHARES TR
Held since at least Q1 2024
2.2%
05
$NOBL
PROSHARES TR
Held since at least Q1 2024
2.0%
06
$SGOV
ISHARES TR
Held since at least Q1 2024
2.0%
07
$SYK
STRYKER CORPORATION
Q1 2026: Sold 1.7% (128.2k → 126.0k shares)
1.9%
08
$CSCO
CISCO SYS INC
Held since at least Q1 2024
1.8%
09
$WMT
WALMART INC
Held since at least Q1 2024
1.8%
10
$JNJ
JOHNSON & JOHNSON
Q1 2026: Sold 3.1% (272.3k → 263.8k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:45 UTC.