Toth Financial Advisory’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Toth Financial Advisory’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.28K	Sell	88 -200	-69%	-$6.35K	﹤0.01%	737
2026 Q1	$8.64K	Hold	288	–	–	﹤0.01%	577
2025 Q4	$11.2K	Hold	288	–	–	﹤0.01%	534
2025 Q3	$14.6K	Hold	288	–	–	﹤0.01%	499
2025 Q2	$13.8K	Buy	288 +200	+227%	+$8.74K	﹤0.01%	459
2025 Q1	$3.21K	Hold	88	–	–	﹤0.01%	552
2024 Q4	$3.69K	Hold	88	–	–	﹤0.01%	537
2024 Q3	$2.48K	Buy	+88	New	+$2.35K	﹤0.01%	579

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Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $348M AUM 70.53% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return