SOA Wealth Advisors, LLC. Q1 2026 Filing

Filed May 20, 2026

Portfolio Value

$158.2B

Holdings

867

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (867 positions)

StockValue
EWCISHARES MSCI CANADA ETF
$21.9M
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$21.8M
DBCINVESCO DB COMMODITY INDEX TRACKING FUND
$21.7M
BLOXNICHOLAS CRYPTO INCOME ETF
$21.6M
CVSCVS HEALTH CORP COM
$21.5M
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
$20.9M
UALUNITED AIRLS HLDGS INC COM
$20.7M
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF
$20.2M
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B
$20.0M
FEPFIRST TRUST EUROPE ALPHADEX FUND
$19.8M
OREALTY INCOME CORP COM
$19.6M
CMGCHIPOTLE MEXICAN GRILL INC COM
$19.2M
FIGFIGMA INC CLASS A COM STK
$19.0M
EMLEASTERN CO COM
$18.9M
SCHASCHWAB U.S. SMALL-CAP ETF
$18.6M
GSOLGRAYSCALE SOLANA STAKING ETF
$18.4M
XSSPXNUVEEN S&P 500 DYNAMIC OVERWRI COM
$18.4M
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$18.1M
SJNKSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$18.1M
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
$17.9M
PGXINVESCO PREFERRED ETF
$17.7M
MDLZMONDELEZ INTL INC CL A
$17.4M
EIXEDISON INTL COM
$17.4M
ETVEATON VANCE TAX-MANAGED BUY- COM
$17.1M
INDBINDEPENDENT BK CORP MASS COM
$17.1M
NDAQNASDAQ INC COM
$17.0M
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$16.7M
BHPBHP BILLITON LIMITED SPONSORED ADS
$16.4M
GRNJFUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF
$16.3M
STWDSTARWOOD PPTY TR INC COM
$16.2M
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
$16.1M
IAUMISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST
$16.0M
SWSMURFIT WESTROCK PLC SHS
$16.0M
BBYBEST BUY INC COM
$15.9M
IOTSAMSARA INC COM CL A
$15.8M
ETHAISHARES ETHEREUM TRUST ETF
$15.8M
SPTLSTATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
$15.8M
BSXBOSTON SCIENTIFIC CORP COM
$15.5M
XFFCXFLAHERTY & CRUMRIN PFD & INM S COM
$15.3M
TPVGTRIPLEPOINT VENTURE GROWTH BDC COM
$15.0M
VOEVANGUARD MID-CAP VALUE ETF
$14.8M
AGEMABRDN EMERGING MARKETS DIVIDEND ACTIVE ETF
$14.7M
DOWDOW HLDGS INC COM
$14.5M
ELDNELEDON PHARMACEUTICALS INC COM
$14.1M
GEMDGOLDMAN SACHS ACCESS EMERGING MARKETS USD BOND ETF
$13.9M
FPFFIRST TR INTER DURATN PFD & IN COM
$13.3M
FXIISHARES CHINA LARGE-CAP ETF
$13.2M
VKTXVIKING THERAPEUTICS INC COM
$13.0M
PRNPROFOUND MED CORP COM NEW
$13.0M
SYNERGY CHC CORP COM NEW
$12.9M
GBILACCESS TREASURY 0-1 YEAR ETF
$12.9M
WHWYNDHAM HOTELS & RESORTS INC COM
$12.8M
BTZBLACKROCK CR ALLOCATION COM
$12.8M
MSFTMICROSOFT CORP COM
$12.6M
PBRPETROLEO BRASILEIRO S A SPONSORED ADR
$12.4M
NOWSERVICENOW INC COM
$12.4M
EMOCLEARBRIDGE ENERGY MIDSTREAM O COM
$12.4M
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$12.4M
ONON SEMICONDUCTOR CORP COM
$12.4M
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$12.3M
DMARFT VEST US EQUITY DEEP BUFFER ETF - MARCH
$12.2M
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
$12.1M
SWSSMITH & WESSON BRANDS INC COM
$12.0M
SCHHSCHWAB U.S. REIT ETF
$12.0M
AMZNAMAZON COM INC COM
$11.8M
NACNUVEEN CA DIVI ADV MUN COM
$11.7M
CCLCARNIVAL CORP COMMON STOCK
$11.7M
LVLNSTATE STREET SPDR S&P REGIONAL BANKING ETF
$11.7M
ROSTROSS STORES INC COM
$11.7M
FSKFS KKR CAP CORP COM
$11.7M
MFCMANULIFE FINL CORP COM
$11.6M
GTIPGOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF
$11.6M
CVVCVD EQUIP CORP COM
$11.5M
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$11.5M
SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$11.4M
DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
$11.2M
GSKGSK PLC SPONSORED ADR
$11.1M
WDCWESTERN DIGITAL CORP COM
$11.1M
NMAXNEWSMAX INC COM SHS CLASS B
$11.0M
TNLTRAVEL PLUS LEISURE CO COM
$10.9M
SANBANCO SANTANDER SA ADR
$10.8M
STMSTMICROELECTRONICS N V NY REGISTRY
$10.8M
EXLSEXLSERVICE HLDGS INC COM
$10.7M
WELLWELLTOWER INC COM
$10.4M
DEODIAGEO PLC SPON ADR NEW
$10.4M
PSCHINVESCO S&P SMALLCAP HEALTH CARE ETF
$9.9M
HPEHEWLETT PACKARD ENTERPRISE CO COM
$9.7M
HWMHOWMET AEROSPACE INC COM
$9.7M
RACEFERRARI N V COM
$9.7M
COMTISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
$9.7M
GPCRSTRUCTURE THERAPEUTICS INC SPONSORED ADS
$9.6M
IONQIONQ INC COM
$9.6M
ASTSAST SPACEMOBILE INC COM CL A
$9.6M
AQLTISHARES SELECT DIVIDEND ETF
$9.6M
TYGTORTOISE ENERGY INFRSTRCTR CP COM
$9.3M
GOOGLALPHABET INC CAP STK CL A
$9.3M
XFEBFT VEST U.S. EQUITY DEEP BUFFER ETF - JULY
$9.3M
GHYPGIM GLOBAL HIGH YIELD FD FORM COM
$9.2M
NFJVIRTUS DIVIDEND INTEREST & PR COM
$9.1M
IATISHARES U.S. REGIONAL BANKS ETF
$8.9M
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