StockDriftsStockDriftsTop 50 SOA Wealth Advisors, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 10.2% | 208.9K | $60.7M | +0.96%(+1.98K) | $149.47(+96.08%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 10.11% | 232.3K | $60.1M | -6.17%(-15.27K) | $135.56(+125.28%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 5.76% | 49.9K | $34.3M | -0.24%(-121) | $367.38(+93.99%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 4.24% | 153.2K | $25.2M | -4.51%(-7.24K) | $53.78(+320.37%) | 2026-06-30 | |
| VOE | VANGUARD MID-CAP VALUE ETF | 2.75% | 82.7K | $16.3M | +2.93%(+2.35K) | $151.82(+38.33%) | 2026-06-30 | |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 2.72% | 585.6K | $16.2M | +45.76%(+183.84K) | $23.95(+17.77%) | 2026-06-30 | |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 2.57% | 289.6K | $15.3M | +3.57%(+9.99K) | $33.12(+68.06%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.3% | 71.6K | $13.7M | -2.89%(-2.13K) | $167.99(+56.28%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.11% | 102.2K | $12.5M | +33.12%(+25.43K) | $347.47(+39.89%) | 2026-06-30 | |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | 2.03% | 165.9K | $12.1M | -1.80%(-3.03K) | $53.34(+42.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.71% | +71.54% | +9.75% | +59.22% |
| Top 20 Holdings Unweighted | +19.45% | +70.45% | +9.05% | +54.22% |
SOA Wealth Advisors, LLC. reports $595.06M in US-listed equity holdings across 892 positions in its most recent 13F filing. Its largest disclosed positions are IWY (10.2%), AAPL (10.1%) and VOO (5.8%). The top 20 holdings account for 59.13% of reported assets. Its disclosed equity book has returned +71.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SOA Wealth Advisors, LLC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1849444). View SOA Wealth Advisors, LLC.’s 13F filings on SEC