What does SOA Wealth Advisors, LLC. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

SOA Wealth Advisors, LLC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC COM

$53M248K10.0%

ISHARES RUSSELL TOP 200 GROWTH ETF

$51M207K9.7%

VANGUARD S&P 500 ETF

$30M50K5.6%

NVIDIA CORPORATION COM

$22M160K4.2%

VANGUARD MID-CAP VALUE ETF

$15M80K2.8%

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

$14M280K2.6%

MICROSOFT CORP COM

$13M77K2.4%

AMAZON COM INC COM

$12M74K2.2%

STATE STREET SPDR S&P 500 ESG ETF

$11M169K2.0%

ISHARES SELECT DIVIDEND ETF

$10M63K1.8%

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