Toth Financial Advisory Corp has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing was submitted on October 8, 2026, by Kenneth J. Bowen II, the President and Chief Executive Officer of the firm.
The report details the firm's investment portfolio, which includes a diverse mix of common stocks and exchange-traded funds. The filing lists a total of 1,024 positions held by the firm.
The top holdings in the portfolio include Alphabet Inc. Class A and Class C shares, Apple Inc., Microsoft Corp., Amazon.com Inc., and NVIDIA Corp. Other notable positions include Broadcom Inc., Bristol-Myers Squibb Co., Eli Lilly and Co., and UnitedHealth Group Inc. The portfolio also includes exposure to various sectors, including healthcare, technology, financial services, and energy.
The filing does not specify the total value of the portfolio or the specific dollar amounts invested in each security. It is a standard disclosure required by the SEC for investment advisers managing assets on behalf of others.
