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Kenneth J Bowen II

Toth Financial Advisory Corp

Assets Managed
$1.024B
Holdings
876
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.45%(2Q avg: 5.69%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Toth Financial Advisory Corp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 876 positions.

Assets under management

The assets under management (AUM) of Toth Financial Advisory Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.024B in assets, with a quarterly growth rate of 12.45% and a 2-quarter average growth rate of 5.69%. The portfolio is managed by Kenneth J Bowen II, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.34%
2.83%
$28.954M
81,020 shares@ $357.38 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.48%
2.57%
$26.232M↑ Call
90,657 shares@ $289.36 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -1.37%
2.4%
$24.493M
208,523 shares@ $117.46 avg price
QLD
Proshares Ultra Qqq
Recent Activity
Decreased -4.5%
2.27%
$23.184M
239,602 shares@ $96.76 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Decreased -6.35%
2.26%
$23.133M
36,103 shares@ $640.76 avg price
REGL
Prshrs S&p Mid 400 Dvd Arist
Recent Activity
Increased 2.18%
2.09%
$21.362M
233,281 shares@ $91.57 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.23%
2.07%
$21.124M
56,630 shares@ $373.03 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 99.31%
1.91%
$19.478M
346,834 shares@ $56.16 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 2.49%
1.79%
$18.318M
96,147 shares@ $190.53 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 2.71%
1.72%
$17.565M
51,196 shares@ $343.09 avg price

1-10 of 876