Zinnia Wealth Advisory, LLC: 13F holdings
CIK 20736762026Q2
| Positions | 97 |
|---|
| Reported value | $98.1m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 97 (+1 vs prior quarter) |
|---|
| Reported value | $98.1m (+9.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BIL SPDR SERIES TRUST | 172,779 | $15.8m | 16.1% |
| NVDA NVIDIA CORPORATION | 27,965 | $5.6m | 5.7% |
| QQQ INVESCO QQQ TR | 6,099 | $4.5m | 4.6% |
| SPMD SPDR SERIES TRUST | 59,526 | $4.0m | 4.1% |
| VGK VANGUARD INTL EQUITY INDEX F | 45,173 | $4.0m | 4.1% |
| SSGA ACTIVE TR | 156,631 | $3.9m | 4.0% |
| AAPL APPLE INC | 11,464 | $3.3m | 3.4% |
| VTV VANGUARD INDEX FDS | 12,092 | $2.6m | 2.7% |
| GLD SPDR GOLD TR | 6,500 | $2.4m | 2.4% |
| SPEM SPDR INDEX SHS FDS | 42,078 | $2.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2073676")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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