What does SOA Wealth Advisors, LLC. hold?

SOA Wealth Advisors, LLC.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1849444.

What is SOA Wealth Advisors, LLC.'s AUM?

SOA Wealth Advisors, LLC. reported approximately $631.9M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.2B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source SOA Wealth Advisors, LLC.'s holdings?

All SOA Wealth Advisors, LLC. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1849444. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is SOA Wealth Advisors, LLC.'s 13F data updated on 13F Pro?

SOA Wealth Advisors, LLC.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

SOA Wealth Advisors, LLC.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1849444

Institutional-grade research for retail investors

Sector Allocation

Other58.2%$367.9M
Technology26.8%$169.2M
Financials6.3%$40.0M
Consumer Discretionary3.0%$19.3M
Industrials1.1%$7.0M
Materials1.1%$6.8M
Healthcare1.0%$6.2M
Consumer Staples0.7%$4.2M
Utilities0.7%$4.2M
Communication Services0.6%$3.4M

AUM History

13fpro.ai/research/fund/soa-wealth-advisors-llc-1849444

Conviction and streaks

Concentrating · top 10 = 44.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold9.6% weight · held 10 quarters

$AAPLConviction hold9.5% weight · held 10 quarters

$Conviction hold5.4% weight · held 10 quarters

$NVDAConviction hold4.0% weight · held 10 quarters

$Conviction hold2.6% weight · held 10 quarters

$Accumulating+56% shares · 5 quarters running

$Accumulating+969% shares · 5 quarters running

$Accumulating+73% shares · 5 quarters running

$Accumulating+34% shares · 5 quarters running

$Accumulating+200% shares · 5 quarters running

$AAPLTrimming-52% shares · 7 quarters running

$QQQTrimming-65% shares · 7 quarters running

$Trimming-70% shares · 7 quarters running

Largest positions — Q2 2026

ISHARES
$60.7M
AAPL
$60.1M
VANGUARD
$34.3M
NVDA
$25.2M
ASML
$24.2M
VANGUARD
$16.3M
FUNDSTRAT
$16.2M
SCHWAB
$15.3M
AMZN
$13.7M
MSFT
$12.5M
STATE
$12.1M
GOOGL
$11.5M
ISHARES
$10.1M
ISHARES
$9.6M
QQQ
$8.9M
ISHARES
$8.4M
BRK.B
$8.0M
ISHARES
$7.5M
JPM
$7.3M
VERT
$7.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/soa-wealth-advisors-llc-1849444

SOA Wealth Advisors, LLC. 13F holdings — Q2 2026

$631.9M portfolio (+16.1% QoQ) · 892 holdings · Q2 2026 13F · top 10 are 44% of the stock portfolio

1
ISHARES RUSSELL TOP 200 GROWTH ETF - ETF
$60.7M
9.6% of stocks
+1.0%This quarter—Since Q-end—Held
AIQuality—Est. buy—
2
Apple Inc.
$AAPL
$60.1M
9.5% of stocks
-6%This quarter—Since Q-end—Held
AIQuality75.7#88Est. buy—
3
VANGUARD S&P 500 ETF - ETF
$34.3M
5.4% of stocks
-0.2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
NVIDIA CORP
$NVDA
$25.2M
4.0% of stocks
-5%This quarter—Since Q-end—Held
AIQuality86.0#3Est. buy—
5
ASML HOLDING NV
$ASML
$24.2M
3.8% of stocks
NewThis quarter—Since Q-endNew this quarterHeld
AIQuality—Est. buy—
6
VANGUARD MID-CAP VALUE ETF - ETF
$16.3M
2.6% of stocks
+3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF - ETF
$16.2M
2.6% of stocks
+46%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF
$15.3M
2.4% of stocks
+4%This quarter—Since Q-end—Held
AIQuality—Est. buy—
9
AMAZON COM INC
$AMZN
$13.7M
2.2% of stocks
-3%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
10
MICROSOFT CORP
$MSFT
$12.5M
2.0% of stocks
+33%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	ISHARES RUSSELL TOP 200 GROWTH ETF - ETF	$60.7M	9.6%	+1.0%	—	—	—	—
2	Apple Inc.$AAPL	$60.1M	9.5%	-6%	—	—	75.7#88	—
3	VANGUARD S&P 500 ETF - ETF	$34.3M	5.4%	-0.2%	—	—	—	—
4	NVIDIA CORP$NVDA	$25.2M	4.0%	-5%	—	—	86.0#3	—
5	ASML HOLDING NV$ASML	$24.2M	3.8%	New	—	New this quarter	—	—
6	VANGUARD MID-CAP VALUE ETF - ETF	$16.3M	2.6%	+3%	—	—	—	—
7	FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF - ETF	$16.2M	2.6%	+46%	—	—	—	—
8	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF	$15.3M	2.4%	+4%	—	—	—	—
9	AMAZON COM INC$AMZN	$13.7M	2.2%	-3%	—	—	AI quality score is Pro: unlock with a free trial	—
10	MICROSOFT CORP$MSFT	$12.5M	2.0%	+33%	—	—	AI quality score is Pro: unlock with a free trial	—

All holdings — SOA Wealth Advisors, LLC. (Q2 2026)

Sort

892 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	STATE STREET SPDR S&P 500 ESG ETF - ETFetf/fund	—	$12.1M	1.9%	166K	-2%	—	—	13F
12	$GOOGL	Alphabet Inc.	Technology	$11.5M	1.8%	56K	+4%	—	AI quality score is Pro: unlock with a free trial	13F
13	—	ISHARES RUSSELL 1000 GROWTH ETF - ETFetf/fund	—	$10.1M	1.6%	81K	+293%	—	—	13F
14	—	ISHARES SELECT DIVIDEND ETF - ETFetf/fund	—	$9.6M	1.5%	61K	-3%	—	—	13F
15	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$8.9M	1.4%	12K	-0.4%	—	—	13F
16	—	ISHARES CORE DIVIDEND GROWTH ETF - ETFetf/fund	—	$8.4M	1.3%	111K	-2%	—	—	13F
17	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$8.0M	1.3%	16K	-4%	—	AI quality score is Pro: unlock with a free trial	13F
18	—	ISHARES S&P MID-CAP 400 GROWTH ETF - ETFetf/fund	—	$7.5M	1.2%	64K	-19%	—	—	13F
19	$JPM	JPMORGAN CHASE & CO	Financials	$7.3M	1.1%	32K	-26%	—	AI quality score is Pro: unlock with a free trial	13F
20	—	VERT GLOBAL SUSTAINABLE REAL ESTATE ETF - ETFetf/fund	—	$7.1M	1.1%	626K	+16%	—	—	13F
21	—	VANGUARD SMALL CAP VALUE ETF - ETFetf/fund	—	$7.0M	1.1%	313K	-12%	—	—	13F
22	$WDC	WESTERN DIGITAL CORP	Technology	$6.9M	1.1%	6,906	-38%	—	AI quality score is Pro: unlock with a free trial	13F
23	—	ISHARES S&P SMALL-CAP 600 GROWTH ETF - ETFetf/fund	—	$6.3M	1.0%	35K	-16%	—	—	13F
24	$MLM	MARTIN MARIETTA MATERIALS INC	Materials	$5.8M	0.9%	5,816	-15%	—	AI quality score is Pro: unlock with a free trial	13F
25	—	VANGUARD MID-CAP GROWTH ETF - ETFetf/fund	—	$5.3M	0.8%	17K	-13%	—	—	13F
26	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$5.2M	0.8%	7	—
27	—	ISHARES MSCI EAFE GROWTH ETF - ETF	—	$5.2M	0.8%	41K	-2%
28	—	VANGUARD GROWTH ETF - ETF	—	$5.2M	0.8%	60K	+493%
29	—	STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF	—	$4.8M	0.8%	79K	-47%
30	—	ISHARES SELECT U.S. REIT ETF - ETF	—	$4.7M	0.7%	69K	+17%
31	$AMP	AMERIPRISE FINANCIAL INC	Financials	$4.4M	0.7%	9,686	-0.9%
32	—	ISHARES RUSSELL MIDCAP ETF - ETF	—	$4.1M	0.6%	37K	+23%
33	—	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF	—	$3.9M	0.6%	75K	-7%
34	—	ISHARES CORE MSCI EMERGING MARKETS ETF - ETF	—	$3.6M	0.6%	214K	+47%
35	$SPY	SPDR S&P 500 ETF TRUST	—	$3.6M	0.6%	4,766	-5%
36	—	ISHARES CORE S&P SMALL CAP ETF - ETF	—	$3.4M	0.5%	23K	-9%
37	—	ISHARES RUSSELL 1000 VALUE ETF - ETF	—	$3.4M	0.5%	14K	-2%
38	—	ISHARES CORE S&P MID-CAP ETF - ETF	—	$3.3M	0.5%	43K	-9%
39	—	ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF	—	$3.2M	0.5%	24K	-8%
40	—	ISHARES RUSSELL TOP 200 VALUE ETF - ETF	—	$3.2M	0.5%	30K	-6%
41	—	ISHARES NEW YORK MUNI BOND ETF - ETF	—	$3.2M	0.5%	59K	-0.7%
42	—	ISHARES RUSSELL TOP 200 ETF - ETF	—	$3.1M	0.5%	17K	-12%
43	$AXP	AMERICAN EXPRESS CO	Financials	$2.9M	0.5%	8,468	+0.5%
44	—	ISHARES RUSSELL MID-CAP GROWTH ETF - ETF	—	$2.8M	0.5%	19K	-48%
45	—	VANGUARD MID-CAP ETF - ETF	—	$2.8M	0.4%	35K	+236%
46	—	ISHARES ESG AWARE MSCI EAFE ETF - ETF	—	$2.7M	0.4%	27K	-4%
47	$CSCO	CISCO SYSTEMS, INC.	Technology	$2.7M	0.4%	23K	+0.1%
48	—	VANGUARD VALUE ETF - ETF	—	$2.7M	0.4%	13K	-1%
49	—	ISHARES CORE S&P 500 ETF - ETF	—	$2.7M	0.4%	3,609	+2%
50	—	VANGUARD INFORMATION TECHNOLOGY ETF - ETF	—	$2.7M	0.4%	23K	+657%
51	—	ISHARES MSCI EAFE ETF - ETF	—	$2.5M	0.4%	24K	+3%
52	—	VANGUARD SMALL-CAP GROWTH ETF - ETF	—	$2.5M	0.4%	6,818	-25%
53	—	FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER - ETF	—	$2.5M	0.4%	89K	-0.9%
54	—	VANGUARD SMALL-CAP ETF - ETF	—	$2.4M	0.4%	7,918	-17%
55	—	FT VEST U.S. EQUITY BUFFER ETF - OCTOBER - ETF	—	$2.3M	0.4%	44K	-0.2%
56	—	ISHARES RUSSELL 2000 ETF - ETF	—	$2.3M	0.4%	99K	+18%
57	$AMD	ADVANCED MICRO DEVICES INC	Technology	$2.2M	0.3%	3,812	-4%
58	$META	Meta Platforms, Inc.	Technology	$2.2M	0.3%	12K	+204%
59	$PANW	Palo Alto Networks Inc	Technology	$2.1M	0.3%	17K	-13%
60	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.8M	0.3%	7,183	-0.8%
61	—	ISHARES U.S. REAL ESTATE ETF - ETF	—	$1.8M	0.3%	18K	-10%
62	$NEE	NEXTERA ENERGY INC	Utilities	$1.8M	0.3%	21K	-3%
63	—	ISHARES ESG MSCI KLD 400 ETF - ETF	—	$1.7M	0.3%	12K	+0.5%
64	—	ISHARES S&P MID-CAP 400 VALUE ETF - ETF	—	$1.7M	0.3%	12K	-2%
65	—	STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF - ETF	—	$1.7M	0.3%	12K	+15%
66	$GOOG	Alphabet Inc.	Technology	$1.7M	0.3%	4,782	+9%
67	$LRCX	LAM RESEARCH CORP	Technology	$1.7M	0.3%	3,860	-2%
68	$GS	GOLDMAN SACHS GROUP INC	Financials	$1.7M	0.3%	9,849	+506%
69	$ED	CONSOLIDATED EDISON INC	Utilities	$1.5M	0.2%	14K	-0.6%
70	—	ISHARES ESG OPTIMIZED MSCI USA ETF - ETF	—	$1.5M	0.2%	9,939	—
71	$IVZ	Invesco Ltd.	Financials	$1.5M	0.2%	8,614	+1%
72	—	ISHARES CORE HIGH DIVIDEND ETF - ETF	—	$1.5M	0.2%	55K	+381%
73	—	STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF	—	$1.5M	0.2%	2,835	+345%
74	$GWW	W.W. GRAINGER, INC.	Consumer Discretionary	$1.5M	0.2%	1,085	-27%
75	$NFLX	NETFLIX INC	Communication Services	$1.4M	0.2%	19K	-47%
76	$WMT	Walmart Inc.	Consumer Staples	$1.3M	0.2%	17K	-46%
77	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$1.3M	0.2%	4,652	+28%
78	$ORCL	ORACLE CORP	Technology	$1.2M	0.2%	16K	+98%
79	—	ISHARES S&P 500 VALUE ETF - ETF	—	$1.2M	0.2%	5,436	—
80	—	ISHARES SEMICONDUCTOR ETF - ETF	—	$1.2M	0.2%	1,917	-0.4%
81	$MU	MICRON TECHNOLOGY INC	Technology	$1.2M	0.2%	1,028	+32%
82	—	VANECK SEMICONDUCTOR ETF - ETF	—	$1.2M	0.2%	1,781	-8%
83	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$1.1M	0.2%	1,624	-15%
84	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.1M	0.2%	17K	-30%
85	—	STATE STREET SPDR S&P SEMICONDUCTOR ETF - ETF	—	$1.1M	0.2%	1,751	—
86	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$1.0M	0.2%	90K	+190%
87	$AVGO	Broadcom Inc.	Technology	$1.0M	0.2%	18K	+7%
88	—	ISHARES U.S. HEALTHCARE ETF - ETF	—	$996K	0.2%	15K	-3%
89	—	ISHARES HIGH YIELD MUNI ACTIVE ETF - ETF	—	$963K	0.1%	19K	+12%
90	$XOM.R34088	EXXON MOBIL CORP	Energy	$951K	0.1%	15K	-39%
91	$MRK	Merck & Co., Inc.	Healthcare	$943K	0.1%	7,342	+4%
92	—	SCHWAB US DIVIDEND EQUITY ETF - ETF	—	$934K	0.1%	29K	-10%
93	$CAT	CATERPILLAR INC	Industrials	$903K	0.1%	848	-7%
94	—	ISHARES EXPANDED TECH SECTOR ETF - ETF	—	$895K	0.1%	5,473	+0.1%
95	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$893K	0.1%	5,229	New
96	—	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF	—	$879K	0.1%	16K	-2%
97	$ZETA	Zeta Global Holdings Corp.	Technology	$836K	0.1%	43K	-19%
98	$V	VISA INC.	Financials	$826K	0.1%	9,287	-62%
99	—	ISHARES RUSSELL 1000 ETF - ETF	—	$822K	0.1%	2,008	-3%
100	—	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF	—	$788K	0.1%	4,136	-4%
101	$TSLA	Tesla, Inc.	Consumer Discretionary	$769K	0.1%	7,479	-7%
102	—	FT VEST INTERNATIONAL EQUITY MODERATE BUFFER - ETF	—	$764K	0.1%	27K	+4%
103	—	FT VEST U.S. EQUITY BUFFER ETF - JUNE - ETF	—	$759K	0.1%	13K	-3%
104	—	VANGUARD TOTAL STOCK MARKET ETF - ETF	—	$751K	0.1%	2,028	-3%
105	$INTC	INTEL CORP	Technology	$722K	0.1%	5,169	+2%
106	$UPS	UNITED PARCEL SERVICE INC	Industrials	$718K	0.1%	45K	+608%
107	$CFG	CITIZENS FINANCIAL GROUP INC/RI	Financials	$700K	0.1%	9,988	New
108	—	FT VEST U.S. EQUITY BUFFER FUND - MAY - ETF	—	$672K	0.1%	12K	-8%
109	—	ISHARES RUSSELL 2000 GROWTH ETF - ETF	—	$671K	0.1%	1,704	-15%
110	—	ISHARES CORE 60/40 BALANCED ALLOCATION ETF - ETF	—	$671K	0.1%	9,650	+7%
111	$TXN	TEXAS INSTRUMENTS INC	Technology	$669K	0.1%	2,244	+0.5%
112	$MRVL	Marvell Technology, Inc.	Technology	$661K	0.1%	2,218	+90%
113	—	FT VEST U.S. EQUITY BUFFER ETF - JULY - ETF	—	$652K	0.1%	11K	+2%
114	—	FT VEST U.S. EQUITY BUFFER ETF - APRIL - ETF	—	$637K	0.1%	14K	+6%
115	$CVX	CHEVRON CORP	Energy	$630K	0.1%	3,798	-2%
116	$LMT	LOCKHEED MARTIN CORP	Industrials	$614K	0.1%	1,206	+0.6%
117	$GEV	GE Vernova Inc.	Industrials	$614K	0.1%	145K	+160%
118	$DIS	Walt Disney Co	Communication Services	$609K	0.1%	6,332	-2%
119	—	FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE - ETF	—	$608K	0.1%	23K	+3%
120	—	STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF - ETF	—	$594K	0.1%	2,094	+0.0%
121	—	ISHARES CORE MSCI EAFE ETF - ETF	—	$551K	0.1%	5,710	-12%
122	—	FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY - ETF	—	$551K	0.1%	19K	+2%
123	—	VANGUARD MEGA CAP GROWTH ETF - ETF	—	$544K	0.1%	6,187	+400%
124	—	ISHARES S&P 500 GROWTH ETF - ETF	—	$542K	0.1%	3,943	+0.1%
125	—	INVESCO BUILDING & CONSTRUCTION ETF - ETF	—	$536K	0.1%	4,788	+0.1%
126	—	FIDELITY NASDAQ COMPOSITE INDEX ETF - ETF	—	$517K	0.1%	5,013	-0.1%
127	—	FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY - ETF	—	$494K	0.1%	19K	-3%
128	—	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF	—	$491K	0.1%	77K	-5%
129	$PG	PROCTER & GAMBLE Co	Consumer Staples	$490K	0.1%	4,625	-70%
130	—	VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF	—	$488K	0.1%	3,091	+0.3%
131	$DE	DEERE & CO	Industrials	$487K	0.1%	767	-7%
132	—	GLOBAL X SOCIAL MEDIA ETF - ETF	—	$477K	0.1%	11K	-4%
133	$BAC	BANK OF AMERICA CORP /DE/	Financials	$474K	0.1%	8,324	+0.1%
134	—	ISHARES U.S. TECHNOLOGY ETF - ETF	—	$473K	0.1%	1,876	+0.1%
135	$ARM	ARM HOLDINGS PLC /UK	Technology	$458K	0.1%	1,291	+156%
136	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$447K	0.1%	6,631	-63%
137	$MCD	MCDONALDS CORP	Consumer Discretionary	$442K	0.1%	1,636	-82%
138	$MRSH	MARSH & MCLENNAN COMPANIES, INC.	Financials	$439K	0.1%	2,637	-3%
139	—	FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE - ETF	—	$432K	0.1%	8,771	—
140	—	SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF	—	$432K	0.1%	13K	+0.1%
141	—	ISHARES U.S. FINANCIALS ETF - ETF	—	$431K	0.1%	3,384	-12%
142	$MMM	3M CO	Healthcare	$429K	0.1%	2,648	—
143	—	VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF	—	$429K	0.1%	5,422	+0.9%
144	—	ISHARES GLOBAL CONSUMER STAPLES ETF - ETF	—	$423K	0.1%	6,270	-15%
145	$IVZ	Invesco Ltd.	Financials	$415K	0.1%	7,689	+0.3%
146	$KO	COCA COLA CO	Consumer Staples	$415K	0.1%	5,111	-7%
147	$PLTR	Palantir Technologies Inc.	Technology	$414K	0.1%	3,545	-3%
148	$T	AT&T INC.	Communication Services	$398K	0.1%	19K	+0.2%
149	—	ISHARES MSCI EMERGING MARKETS ETF - ETF	—	$385K	0.1%	5,632	-4%
150	$GE	GENERAL ELECTRIC CO	Industrials	$384K	0.1%	1,026	-3%

What changed in Q2 2026

Against the previous quarter's 13F: 84 new, 250 added to, 239 trimmed, 58 sold out. Share-count changes; largest moves by dollar size first.

New positions (84)

$ASMLASML HOLDING NV$24.2M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$893K
first bought this quarter
ISHARES ESG AWARE MSCI USA GROWTH ETF - ETF$303K
first bought this quarter
$YMMFull Truck Alliance Co. Ltd.$145K
first bought this quarter
$CRDOCredo Technology Group Holding Ltd$102K
first bought this quarter
$JKSJinkoSolar Holding Co., Ltd.$70K
first bought this quarter

+78 more in the Excel export

Added to (250)

ISHARES RUSSELL 1000 GROWTH ETF - ETF+293%
now $10.1M
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF - ETF+46%
now $16.2M
VANGUARD GROWTH ETF - ETF+493%
now $5.2M
$MSFTMICROSOFT CORP+33%
now $12.5M
VANGUARD INFORMATION TECHNOLOGY ETF - ETF+657%
now $2.7M
VANGUARD MID-CAP ETF - ETF+236%
now $2.8M

+244 more in the Excel export

Trimmed (239)

STATE STREET SPDR S&P BIOTECH ETF - ETF-99%
now $86K
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF-47%
now $4.8M
$WDCWESTERN DIGITAL CORP-38%
now $6.9M
$AAPLApple Inc.-6%
now $60.1M
ISHARES RUSSELL MID-CAP GROWTH ETF - ETF-48%
now $2.8M
$JPMJPMORGAN CHASE & CO-26%
now $7.3M

+233 more in the Excel export

Sold out (58)

$URIUNITED RENTALS, INC.was $7.8M
held 5 qtrs
$ARESAres Management Corpwas $110K
held 1 qtr
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETFwas $93K
$PAYXPAYCHEX INCwas $71K
$GHIGreystone Housing Impact Investors LPwas $60K
$CIENCIENA CORPwas $58K

+52 more in the Excel export

Firm AUM (Form ADV): $1.2B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F SOA Wealth Advisors, LLC. has filed, 22 earlier quarters. Pick one to see what it held then.

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Portfolio Overview

SOA Wealth Advisors, LLC. disclosed 892 positions worth $631.9M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 84 new positions and exited 58 — including a new stake in $ASML and a full exit from $URI. The portfolio is most concentrated in Other (58.2% of disclosed assets). All figures are sourced directly from SOA Wealth Advisors, LLC.’s Form 13F-HR filing with the SEC under CIK 1849444.

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managers whose biggest positions overlap SOA Wealth Advisors's

GFS Advisors, LLC$1.73B 13F book · 3 shared top holdingsASMLMDYSPCX WT Asset Management Ltd$5.05B 13F book · 3 shared top holdingsASMLWDCSPCX WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.08B 13F book · 3 shared top holdingsASMLNEEED COUNTRY TRUST BANK$5.71B 13F book · 3 shared top holdingsASMLAXPNEE Miller Capital Partners, Inc.$256.74M 13F book · 3 shared top holdingsASMLMLMAXP FULTON BREAKEFIELD BROENNIMAN LLC$1.70B 13F book · 4 shared top holdingsASMLAXPNEEGWW

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