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SOA Wealth Advisors, LLC. 13F holdings

Filed 2026-07-21 · SOA Wealth Advisors, LLC. · 892 positions · $595.1M

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TickerCompanySharesValue% of portfolio
IWYISHARES RUSSELL TOP 200 GROWTH ETF208.9K$60.7M10.2%
AAPLAPPLE INC COM232.3K$60.1M10.1%
VOOVANGUARD S&P 500 ETF49.9K$34.3M5.8%
NVDANVIDIA CORPORATION COM153.2K$25.2M4.2%
VOEVANGUARD MID-CAP VALUE ETF82.7K$16.3M2.7%
GRNYFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF585.6K$16.2M2.7%
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF289.6K$15.3M2.6%
AMZNAMAZON COM INC COM71.6K$13.7M2.3%
MSFTMICROSOFT CORP COM102.2K$12.5M2.1%
EFIVSTATE STREET SPDR S&P 500 ESG ETF165.9K$12.1M2.0%
GOOGLALPHABET INC CAP STK CL A56.4K$11.5M1.9%
IWFISHARES RUSSELL 1000 GROWTH ETF81.1K$10.1M1.7%
DVYISHARES SELECT DIVIDEND ETF61.2K$9.6M1.6%
QQQINVESCO QQQ TRUST SERIES I12.0K$8.9M1.5%
DGROISHARES CORE DIVIDEND GROWTH ETF110.6K$8.4M1.4%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW16.1K$8.0M1.3%
IJKISHARES S&P MID-CAP 400 GROWTH ETF63.6K$7.5M1.3%
JPMJPMORGAN CHASE & CO COM32.0K$7.3M1.2%
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF626.0K$7.1M1.2%
VBRVANGUARD SMALL CAP VALUE ETF312.6K$7.0M1.2%
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF35.5K$6.3M1.1%
VOTVANGUARD MID-CAP GROWTH ETF17.4K$5.3M0.9%
BRK-BBERKSHIRE HATHAWAY INC DEL CL A7$5.2M0.9%
EFGISHARES MSCI EAFE GROWTH ETF41.5K$5.2M0.9%
VUGVANGUARD GROWTH ETF59.9K$5.2M0.9%
SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF79.1K$4.8M0.8%
ICFISHARES SELECT U.S. REIT ETF69.0K$4.7M0.8%
AMPAMERIPRISE FINL INC COM9.7K$4.4M0.7%
IWRISHARES RUSSELL MIDCAP ETF36.8K$4.1M0.7%
SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF75.3K$3.9M0.7%
ACWIISHARES CORE MSCI EMERGING MARKETS ETF214.0K$3.6M0.6%
SPYSTATE STREET SPDR S&P 500 ETF4.8K$3.6M0.6%
IJRISHARES CORE S&P SMALL CAP ETF22.9K$3.4M0.6%
IWDISHARES RUSSELL 1000 VALUE ETF13.9K$3.4M0.6%
IJHISHARES CORE S&P MID-CAP ETF43.4K$3.3M0.6%
IJSISHARES S&P SMALL-CAP 600 VALUE ETF23.6K$3.2M0.5%
IWXISHARES RUSSELL TOP 200 VALUE ETF30.1K$3.2M0.5%
NYFISHARES NEW YORK MUNI BOND ETF58.7K$3.2M0.5%
IWLISHARES RUSSELL TOP 200 ETF16.5K$3.1M0.5%
AXPAMERICAN EXPRESS CO COM8.5K$2.9M0.5%
IWPISHARES RUSSELL MID-CAP GROWTH ETF19.3K$2.8M0.5%
VOVANGUARD MID-CAP ETF34.8K$2.8M0.5%
ESGDISHARES ESG AWARE MSCI EAFE ETF26.7K$2.7M0.5%
CSCOCISCO SYS INC COM23.3K$2.7M0.5%
VTVVANGUARD VALUE ETF12.5K$2.7M0.5%
IVVISHARES CORE S&P 500 ETF3.6K$2.7M0.5%
VGTVANGUARD INFORMATION TECHNOLOGY ETF22.6K$2.7M0.5%
EFAISHARES MSCI EAFE ETF24.5K$2.5M0.4%
VBKVANGUARD SMALL-CAP GROWTH ETF6.8K$2.5M0.4%
YSEPFT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER89.4K$2.5M0.4%
VBVANGUARD SMALL-CAP ETF7.9K$2.4M0.4%
FOCTFT VEST U.S. EQUITY BUFFER ETF - OCTOBER44.1K$2.3M0.4%
IWMISHARES RUSSELL 2000 ETF99.0K$2.3M0.4%
AMDADVANCED MICRO DEVICES INC COM3.8K$2.2M0.4%
METAMETA PLATFORMS INC CL A12.1K$2.2M0.4%
PANWPALO ALTO NETWORKS INC COM17.2K$2.1M0.4%
JNJJOHNSON & JOHNSON COM7.2K$1.8M0.3%
IYRISHARES U.S. REAL ESTATE ETF17.8K$1.8M0.3%
NEENEXTERA ENERGY INC COM20.7K$1.8M0.3%
DSIISHARES ESG MSCI KLD 400 ETF12.1K$1.7M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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