account_balance
Investment manager · 13F filer · SEC CIK 1849444
SOA Wealth Advisors, LLC.
Reported value$605Mas of Sep 30, 2026
Positions847 33 new, 72 sold out
Top 10 weight47.6%AAPL alone is 11%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
11.4%
IWYiShares Russell Top 200 Growth ETF
10.3%
VOOVanguard S&P 500 ETF
5.8%
NVDANVIDIA Corp
4.8%
MSFTMicrosoft Corp
2.8%
GRNYFundstrat Granny Shots US Large Cap ETF
2.8%Added +5%
FNDFSchwab Fundamental International Equity ETF
2.7%Added +7%
VOEVanguard Morningstar Mid-Cap Value ETF
2.6%Trimmed −4%
AMZNAmazon.com Inc
2.4%
EFIVState Street SPDR S&P 500 Esg ETF
2.1%
GOOGLAlphabet Inc.
1.8%
IWFiShares Russell 1000 Growth ETF
1.6%Trimmed −3%
AAPLApple Inc.
11.4%
IWYiShares Russell Top 200 Growth ETF
10.3%
VOOVanguard S&P 500 ETF
5.8%
NVDANVIDIA Corp
4.8%
MSFT2.8%GRNY2.8%
FNDFSchwab Fundamental International Equity ETF
2.7%
VOEVanguard Morningstar Mid-Cap Value ETF
2.6%
EFIV
GOOGLIWF1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 11.4% Held
IWY iShares Russell Top 200 Growth ETF 10.3% Held
VOO Vanguard S&P 500 ETF 5.8% Held
NVDA NVIDIA Corp 4.8% HeldMSFT Microsoft Corp 2.8% HeldGRNY Fundstrat Granny Shots US Large Cap ETF 2.8% Added +5%
FNDF Schwab Fundamental International Equity ETF 2.7% Added +7%
VOE Vanguard Morningstar Mid-Cap Value ETF 2.6% Trimmed −4%
AMZN Amazon.com Inc 2.4% HeldEFIV State Street SPDR S&P 500 Esg ETF 2.1% Held
GOOGL Alphabet Inc. 1.8% HeldIWF iShares Russell 1000 Growth ETF 1.6% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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