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Toth Financial Advisory’s CoreWeave CRWV Stock Holding History

Toth Financial Advisory’s Portfolio CRWV Stock Details CRWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$118K Hold
1,355
– – 0.01% 282
2026
Q2 		$135K Buy
1,355
+40
+3% +$4.32K 0.01% 266
2026
Q1 		$102K Hold
1,315
– – 0.01% 277
2025
Q4 		$94.2K Buy
1,315
+315
+32% +$31.9K 0.01% 272
2025
Q3 		$137K Buy
+1,000
New +$118K 0.01% 242

Other funds holding CRWV

GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Toth Financial Advisory held its CoreWeave (CRWV) position steady in Q3 2026 at 1,355 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #282.

Toth Financial Advisory first reported a position in CRWV in Q3 2025 and has held it in 5 quarters since. The position peaked at $137K in Q3 2025. 37 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Toth Financial Advisory held 1,355 shares of CoreWeave worth $118K as of Q3 2026.
  • Toth Financial Advisory left its CoreWeave share count unchanged in Q3 2026.
  • CoreWeave made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #282 holding.
  • Toth Financial Advisory first reported a position in CoreWeave in Q3 2025 and has held it in 5 quarters since.
  • Toth Financial Advisory's CoreWeave position peaked at $137K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

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