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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
Q3 		$3.25K Hold
88
– – ﹤0.01% 730
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

Other funds holding BTC

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Toth Financial Advisory's BTC Position: Q3 2026 in Review

Toth Financial Advisory held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q3 2026 at 88 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Toth Financial Advisory first reported a position in BTC in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.6K in Q3 2025. 36 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • Toth Financial Advisory held 88 shares of Grayscale Bitcoin Mini Trust ETF worth $3.25K as of Q3 2026.
  • Toth Financial Advisory left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q3 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #730 holding.
  • Toth Financial Advisory first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 9 quarters since.
  • Toth Financial Advisory's Grayscale Bitcoin Mini Trust ETF position peaked at $14.6K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.