SOA Wealth Advisors, LLC. Portfolio Holdings - 13F Filings | 13F Fund Database
SOA Wealth Advisors, LLC. 13F Holdings
CIK 0001849444 · NEW YORK, NY
As of Sep 30, 2025, SOA Wealth Advisors, LLC. reported
893 positions worth $557.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 251,619 | $68.9M | 12.36% |
| APPLE INC | AAPL | Technology | 266,747 | $58.1M | 10.43% |
| VANGUARD 500 INDEX FUND | VOO | — | 53,054 | $32.5M | 5.83% |
| NVIDIA CORP | NVDA | Technology | 160,177 | $23.7M | 4.25% |
| MICROSOFT CORP | MSFT | Technology | 124,227 |
|
8.5M3.32% |
| STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF | EFIV | — | 198,239 |
2.6M | 2.26% |
| AMAZON.COM INC | AMZN | Equity | 74,294 |
2.6M | 2.25% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 275,958 |
1.9M | 2.13% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 67,476 |
1.8M | 2.11% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 147,201 |
0.0M | 1.80% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 21,185 | $9.9M | 1.78% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 173,141 | $9.6M | 1.72% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 62,755 | $8.9M | 1.60% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 17,627 | $8.9M | 1.59% |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | GRNY | — | 329,072 | $8.2M | 1.48% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 13,667 | $8.2M | 1.47% |
| ALPHABET INC | GOOGL | Equity | 55,681 | $8.2M | 1.46% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 84,586 | $8.1M | 1.46% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 43,708 | $7.1M | 1.28% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 355,121 | $6.9M | 1.23% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 46,349 | $6.6M | 1.18% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 21,725 | $6.4M | 1.15% |
| MANAGER DIRECTED PORTFOLIOS | — | — | 509,767 | $5.4M | 0.97% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 7 | $5.3M | 0.95% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 43,603 | $5.0M | 0.89% |