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 $595.1M across 886 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWY ($60.7M, 10.20%), AAPL ($60.1M, 10.11%), VOO ($34.3M, 5.76%), NVDA ($25.2M, 4.24%), VOE ($16.3M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $60.7M | 10.20% | 208,928 | Added |
| 2 | AAPL | APPLE INC COM | $60.1M | 10.11% | 232,277 | Trimmed |
| 3 | VOO | VANGUARD S&P 500 ETF | $34.3M | 5.76% | 49,891 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION COM | $25.2M | 4.24% | 153,231 | Trimmed |
| 5 | VOE | VANGUARD MID-CAP VALUE ETF | $16.3M | 2.75% | 82,725 | Added |
| 6 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $16.2M | 2.72% | 585,575 | Added |
| 7 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $15.3M | 2.57% | 289,623 | Added |
| 8 | AMZN | AMAZON COM INC COM | $13.7M | 2.30% | 71,625 | Trimmed |
| 9 | MSFT | MICROSOFT CORP COM | $12.5M | 2.11% | 102,203 | Added |
| 10 | EFIV | STATE STREET SPDR S&P 500 ESG ETF | $12.1M | 2.03% | 165,919 | Trimmed |
| 11 | GOOGL | ALPHABET INC CAP STK CL A | $11.5M | 1.93% | 56,427 | Added |
| 12 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $10.1M | 1.69% | 81,142 | Added |
| 13 | DVY | ISHARES SELECT DIVIDEND ETF | $9.6M | 1.61% | 61,205 | Trimmed |
| 14 | QQQ | INVESCO QQQ TRUST SERIES I | $8.9M | 1.49% | 12,033 | Trimmed |
| 15 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $8.4M | 1.41% | 110,648 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $8.0M | 1.35% | 16,051 | Trimmed |
| 17 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $7.5M | 1.26% | 63,642 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO COM | $7.3M | 1.23% | 32,007 | Trimmed |
| 19 | VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $7.1M | 1.20% | 625,963 | Added |
| 20 | VBR | VANGUARD SMALL CAP VALUE ETF | $7.0M | 1.17% | 312,605 | Trimmed |
| 21 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $6.3M | 1.06% | 35,464 | Trimmed |
| 22 | VOT | VANGUARD MID-CAP GROWTH ETF | $5.3M | 0.90% | 17,419 | Trimmed |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $5.2M | 0.88% | 7 | Hold |
| 24 | VUG | VANGUARD GROWTH ETF | $5.2M | 0.87% | 59,924 | Added |
| 25 | EFG | ISHARES MSCI EAFE GROWTH ETF | $5.2M | 0.87% | 41,493 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30