SOA Wealth Advisors, LLC.: 13F holdings
CIK 18494442026Q2
| Positions | 892 |
|---|
| Reported value | $1.1bn |
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| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 892 (+25 vs prior quarter) |
|---|
| Reported value | $1.1bn (+39.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GEV GE VERNOVA INC COM | 144,680 | $170.0m | 15.8% |
| IWY ISHARES RUSSELL TOP 200 GROWTH ETF | 208,928 | $60.7m | 5.7% |
| AAPL APPLE INC COM | 232,277 | $60.1m | 5.6% |
| ASML HLDG NV N Y REGISTRY SHS | 24,191 | $48.1m | 4.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 90,370 | $43.2m | 4.0% |
| VOO VANGUARD S&P 500 ETF | 49,891 | $34.3m | 3.2% |
| NVDA NVIDIA CORPORATION COM | 153,231 | $25.2m | 2.3% |
| AMLP ALERIAN MLP ETF | 319,249 | $16.6m | 1.5% |
| VOE VANGUARD MID-CAP VALUE ETF | 82,725 | $16.3m | 1.5% |
| GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 585,575 | $16.2m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1849444")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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