13F filer

SOA Wealth Advisors

As of Jun 30, 2026 Filed Jul 21, 2026 CIK 1849444 SEC filings ↗

13F Value

$595.1M

Positions

892

Top Position

IWY10.2%

Top 5

33.1%

Latest filing changes

vs Mar 31, 2026

1 GRNY Fundstrat Granny Shots US Large Cap ETF +45.8%+$5.1M

2 MSFT Microsoft +33.1%+$3.1M

3 VGT Vanguard Information Technology Index Fund — ETF Shares +656.9%+$2.3M

4 IEMG iShares Core MSCI Emerging Markets ETF +46.8%+$1.2M

5 DIA State Str SPDR Dow Jones Ind — Ut Ser 1 +345.1%+$1.1M

Holdings892

#
1	IWY iShares Russell Top 200 Growth ETF	10.2%	$60.7M	+1.0%	208.9K	9.7%	ETF
2	AAPL Apple	10.1%	$60.1M	-6.2%	232.3K	10.0%	Common Stock
3	VOO Vanguard 500 Index Fund — ETF Shares	5.8%	$34.3M	-0.2%	49.9K	5.6%	ETF
4	NVDA NVIDIA	4.2%	$25.2M	-4.5%	153.2K	4.2%	Common Stock
5	VOE Vanguard Morningstar Mid-Cap Value Index Fund — ETF Shares	2.7%	$16.3M	+2.9%	82.7K	2.8%	ETF
6	GRNY Fundstrat Granny Shots US Large Cap ETF	2.7%	$16.2M	+45.8%	585.6K	1.8%	ETF
7	FNDF Schwab Fundamental International Equity ETF	2.6%	$15.3M	+3.6%	289.6K	2.6%	ETF
8	AMZN Amazon	2.3%	$13.7M	-2.9%	71.6K	2.2%	Common Stock
9	MSFT Microsoft	2.1%	$12.5M	+33.1%	102.2K	2.4%	Common Stock
10	EFIV State Street(R) SPDR(R) S&P 500(R) ESG ETF	2.0%	$12.1M	-1.8%	165.9K	2.0%	ETF
11	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 56,427 reported quantity $11,490,696 reported value	1.9%	$11.5M	+3.7%	56.4K	1.8%	Common Stock
12	IWF iShares Russell 1000 Growth ETF	1.7%	$10.1M	-1.7%	81.1K	1.7%	ETF
13	DVY iShares Select Dividend ETF	1.6%	$9.6M	-3.5%	61.2K	1.8%	ETF
14	QQQ Invesco QQQ Trust, Series 1	1.5%	$8.9M	-0.4%	12.0K	1.3%	ETF
15	DGRO iShares Core Dividend Growth ETF	1.4%	$8.4M	-2.5%	110.6K	1.5%	ETF
16	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 16,051 reported quantity $8,031,760 reported value	1.3%	$8.0M	-3.9%	16.1K	1.5%	Common Stock
17	IJK iShares S&P Mid-Cap 400 Growth ETF	1.3%	$7.5M	-19.3%	63.6K	1.5%	ETF
18	JPM JPMorgan Chase	1.2%	$7.3M	-26.1%	32.0K	1.2%	Common Stock
19	VGSR Vert Global Sustainable Real Estate ETF	1.2%	$7.1M	+15.9%	626.0K	1.1%	ETF
20	VBR Vanguard Morningstar Small-Cap Value Index Fund — ETF Shares	1.2%	$7.0M	-12.1%	312.6K	1.4%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing62

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.