StockDriftsStockDriftsTop 50 Zinnia Wealth Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 16.15% | 172.8K | $15.8M | +1074.01%(+158.06K) | $91.63(-0.16%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.71% | 28.0K | $5.6M | -1.74%(-495) | $186.54(+18.18%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.58% | 6.1K | $4.5M | -45.98%(-5.19K) | $602.24(+19.69%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 4.1% | 59.5K | $4.0M | -5.34%(-3.36K) | $57.55(+18.63%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 4.08% | 45.2K | $4.0M | -45.22%(-37.29K) | $82.30(+12.58%) | 2026-06-30 | |
| PRSD | SSGA ACTIVE TR | 4% | 156.6K | $3.9M | +1168.68%(+144.28K) | $25.04(-0.40%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.38% | 11.5K | $3.3M | -1.59%(-185) | $263.24(+16.50%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.69% | 12.1K | $2.6M | -21.88%(-3.39K) | $189.71(+19.03%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.44% | 6.5K | $2.4M | -5.08%(-348) | $388.97(+3.76%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.22% | 42.1K | $2.2M | -46.25%(-36.21K) | $46.83(+11.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.22% |
Zinnia Wealth Advisory, LLC reports $98.06M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are BIL (16.1%), NVDA (5.7%) and QQQ (4.6%). The top 20 holdings account for 66.07% of reported assets. Its disclosed equity book has returned +7.51% cumulatively over 2 quarters. 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 Zinnia Wealth Advisory, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2073676). View Zinnia Wealth Advisory, LLC’s 13F filings on SEC