SOA Wealth Advisors, LLC.
CIK 1849444
13F filing for Q2 2026・No. 3,530
- Holdings
- US$595.06M
- Quarter change
- +US$65.27M
- Entries
- 892
- Net bought (estimate)
- −US$11.99M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 91
- Sold out 69
- Cut 235
- Added 247
- Corporate actions 12
- Unchanged 313
Largest holdings
886 stocks worth US$595.06M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETFETF | Added | 208,928 | US$60.72M | 10.20% |
| AAPLAppleStock | Cut | 232,277 | US$60.15M | 10.11% |
| VOOVanguard S&P 500 ETFETF | Cut | 49,891 | US$34.27M | 5.76% |
| NVDANvidiaStock | Cut | 153,231 | US$25.24M | 4.24% |
| VANGUARD MID-CAP VALUE ETFETF | Added | 82,725 | US$16.35M | 2.75% |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETFETF | Added | 585,575 | US$16.19M | 2.72% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETFETF | Added | 289,623 | US$15.28M | 2.57% |
| AMZNAmazonStock | Cut | 71,625 | US$13.67M | 2.30% |
| MSFTMicrosoftStock | Added | 102,203 | US$12.54M | 2.11% |
| STATE STREET SPDR S&P 500 ESG ETFETF | Cut | 165,919 | US$12.09M | 2.03% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.