account_balance
Investment manager · 13F filer · SEC CIK 2073676
Zinnia Wealth Advisory, LLC
Reported value$109Mas of Sep 30, 2026
Positions107 18 new, 8 sold out
Top 10 weight45.4%BIL alone is 12%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILSPDR Series Trust
12.5%Trimmed −15%
NVDANVIDIA Corp
5.4%Trimmed −9%
VGKVanguard Intl Equity Index F
5.3%Added +46%
QQQInvesco QQQ Tr
4.1%
AAPLApple Inc.
3.5%
JNJJohnson & Johnson
3.4%Added +1505%
PRSDSsga Active Tr
3.1%Trimmed −13%
SPEMSPDR Index SHS FDS
3.0%Added +49%
GLDSPDR Gold Trust
2.8%Added +25%
MSFTMicrosoft Corp
2.4%+5%
SPTISPDR Series Trust
2.0%+55%
SPMDSPDR Series Trust
2.0%−41%
BILSPDR Series Trust
12.5%Trimmed −15%
NVDANVIDIA Corp
5.4%
VGKVanguard Intl Equity Index F
5.3%
QQQInvesco QQQ Tr
4.1%
AAPLApple Inc.
3.5%
JNJJohnson & Johnson
3.4%+1505%
PRSDSsga Active Tr
3.1%
SPEMSPDR Index SHS FDS
3.0%
SPTI2.0%
SPMD2.0%
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
BIL SPDR Series Trust 12.5% Trimmed −15%
NVDA NVIDIA Corp 5.4% Trimmed −9%VGK Vanguard Intl Equity Index F 5.3% Added +46%
QQQ Invesco QQQ Tr 4.1% Held
AAPL Apple Inc. 3.5% HeldJNJ Johnson & Johnson 3.4% Added +1505%PRSD Ssga Active Tr 3.1% Trimmed −13%
SPEM SPDR Index SHS FDS 3.0% Added +49%
GLD SPDR Gold Trust 2.8% Added +25%MSFT Microsoft Corp 2.4% Added +5%SPTI SPDR Series Trust 2.0% Added +55%
SPMD SPDR Series Trust 2.0% Trimmed −41%
What changed
Biggest moves since Jun 30, 2026
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