DOSSIER · 13F-HR · Q1 2026

Zinnia Wealth Advisory, LLC

$89M in tracked AUM across 96 positions as of Q1 2026.

ZW
CIK 0002073676 · last filed Mar 31, 2026
Total AUM
$89M
as of Q1 2026
Holdings
96
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Zinnia Wealth Advisory, 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VGK
VANGUARD INTL EQUITY INDEX F
$7M82K7.6%
02
QQQ
INVESCO QQQ TR
$7M11K7.3%
03
NVDA
NVIDIA CORPORATION
$5M28K5.6%
04
SPMD
SPDR SERIES TRUST
$4M63K4.2%
05
SPEM
SPDR INDEX SHS FDS
$4M78K4.1%
06
SPTS
SPDR SERIES TRUST
$3M112K3.7%
07
VTV
VANGUARD INDEX FDS
$3M15K3.4%
08
AAPL
APPLE INC
$3M12K3.3%
09
GLD
SPDR GOLD TR
$3M7K3.3%
10
VUG
VANGUARD INDEX FDS
$3M7K3.2%

Filing history

2026Q1Mar 31
$89M 3.4%
96 positionsView →
2025Q4Dec 31
$92M
91 positionsView →