SOA Wealth Advisors, LLC.

SOA Wealth Advisors LLC enters Q1 2026 with a $530M, 867-name 13F that is among the most granular institutional books in this cohort — every position averages roughly $600K, producing a diversification blueprint that spans the investable U.S. equity market with name-level granularity. The dominant active conviction remains Apple (AAPL) at 10.0% of portfolio, a $53M single-name bet that anchors this as a top-down stock-picking mandate with genuine conviction weight. The ETF overlay layer — IWY (RusDepth 2000 small-cap growth at 9.7%), VOO (S&P 500 at 5.6%), and VOE (mid-cap value at 2.8%) — handles beta and sleeve sizing while the remaining ~860 names carry the name-selection value. With whaleScore of 58.25 reflecting the tension between extreme holdings count and meaningful top-position concentration, this fund is a genuine institutional single-stock allocator operating at market-micro structure granularity.