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Soa Wealth Advisors - Q1 2026 13F Filings

SO

Soa Wealth Advisors, Llc.

CIK: 0001849444
Address: New York New York 120 West 45 Street Suite 1400
$529.79 M
Portfolio Value
867
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. EFA Ishares Msci Eafe Etf
+$754,521.07
2. GRNY Fundstrat Granny Shots Us Large Cap Etf
+$741,282.89
3. AOR Ishares Core 60/40 Balanced Allocation Etf
+$534,531.81
4. SCHD Schwab Us Dividend Equity Etf
+$324,626.9
5. SPY Spdr S&P 500 Etf Trust
+$202,919.63

Top Sells

Q1 2026
1. IWY Ishares Russell Top 200 Growth Etf
−$10.78 M
2. AAPL Apple
−$3.63 M
3. YSEP Ft Vst Int Eq Mb Etf-Usd
−$2.26 M
4. DGRO Ishares Core Dividend Growth Etf
−$2.19 M
5. EFIV Spdr S&P 500 Esg Etf
−$2.03 M

Asset Allocation

Stocks/ETFs
-10.57%
$520.91 M 98.32%
Options
$0 0.00%
Debt
$0 0.00%
Other
-9.33%
$8.88 M 1.68%

Sector Allocation (Stocks)

Soa Wealth Advisors Q1 2026 Filing Summary

Soa Wealth Advisors, Llc. filed its 13F report for Q1 2026 on May 20, 2026. The portfolio totaled 529.79 M reflecting a -10.55% change from the prior quarter, spanning 867 assets. The top 10 holdings comprised 44.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 31 new positions and 30 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Soa Wealth Advisors’s Q1 2026 Filing

Soa Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Soa Wealth Advisors reported a managed portfolio value of 529.79 M, consisting of 867 individual positions.

This page displays the raw filing documents. To see which stocks Soa Wealth Advisors bought or sold during Q1 2026, please visit Soa Wealth Advisors's Portfolio Analysis page.