Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SOA Wealth Advisors, LLC. (CIK 1849444) reported $529.8M across 858 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($53.1M, 10.01%), IWY ($51.5M, 9.72%), VOO ($29.9M, 5.64%), NVDA ($22.2M, 4.19%), VOE ($14.8M, 2.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $53.1M | 10.01% | 247,542 | Trimmed |
| 2 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $51.5M | 9.72% | 206,948 | Trimmed |
| 3 | VOO | VANGUARD S&P 500 ETF | $29.9M | 5.64% | 50,012 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION COM | $22.2M | 4.19% | 160,470 | Added |
| 5 | VOE | VANGUARD MID-CAP VALUE ETF | $14.8M | 2.80% | 80,372 | Added |
| 6 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $13.7M | 2.58% | 279,631 | Trimmed |
| 7 | MSFT | MICROSOFT CORP COM | $12.6M | 2.38% | 76,777 | Trimmed |
| 8 | AMZN | AMAZON COM INC COM | $11.8M | 2.23% | 73,755 | Trimmed |
| 9 | EFIV | STATE STREET SPDR S&P 500 ESG ETF | $10.7M | 2.01% | 168,952 | Trimmed |
| 10 | DVY | ISHARES SELECT DIVIDEND ETF | $9.6M | 1.81% | 63,420 | Trimmed |
| 11 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $9.6M | 1.81% | 401,735 | Added |
| 12 | GOOGL | ALPHABET INC CAP STK CL A | $9.3M | 1.75% | 54,424 | Trimmed |
| 13 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $8.8M | 1.66% | 20,643 | Trimmed |
| 14 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $8.5M | 1.60% | 149,401 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $8.0M | 1.51% | 16,705 | Trimmed |
| 16 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $7.9M | 1.50% | 78,860 | Trimmed |
| 17 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $8.0M | 1.50% | 113,453 | Trimmed |
| 18 | VBR | VANGUARD SMALL CAP VALUE ETF | $7.2M | 1.36% | 355,538 | Added |
| 19 | QQQ | INVESCO QQQ TRUST SERIES I | $7.0M | 1.32% | 12,087 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO COM | $6.5M | 1.23% | 43,306 | Trimmed |
| 21 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $6.1M | 1.15% | 42,076 | Trimmed |
| 22 | VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $5.6M | 1.05% | 540,065 | Added |
| 23 | VOT | VANGUARD MID-CAP GROWTH ETF | $5.2M | 0.98% | 20,113 | Trimmed |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $5.0M | 0.95% | 7 | Hold |
| 25 | IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $4.8M | 0.90% | 37,244 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31