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)
| Stock | Value |
|---|---|
GFSGLOBALFOUNDRIES INC ORDINARY SHARES | $8.9M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $8.8M |
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $8.7M |
BXMTBLACKSTONE MORTGAGE TRUST INC COM CL A | $8.5M |
ETRENTERGY CORP NEW COM | $8.5M |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $8.4M |
FANFIRST TRUST GLOBAL WIND ENERGY ETF | $8.4M |
KVUEKENVUE INC COM | $8.3M |
XNOVFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER | $8.2M |
QMARFT VEST NASDAQ-100 BUFFER ETF - MARCH | $8.2M |
TANINVESCO SOLAR ETF | $8.1M |
SSBSOUTHSTATE BK CORP COM | $8.1M |
VTRSVIATRIS INC COM | $8.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $8.0M |
TOTLSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $8.0M |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $7.9M |
URIUNITED RENTALS INC COM | $7.8M |
AQLTISHARES U.S. TREASURY BOND ETF | $7.6M |
CRSPCRISPR THERAPEUTICS AG NAMEN AKT | $7.4M |
IHEISHARES U.S. PHARMACEUTICALS ETF | $7.3M |
NVONOVO-NORDISK A S ADR | $7.2M |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $7.2M |
PNQIINVESCO NASDAQ INTERNET ETF | $7.2M |
PBWINVESCO WILDERHILL CLEAN ENERGY ETF | $7.1M |
NDQINVESCO QQQ TRUST SERIES I | $7.0M |
MLMMARTIN MARIETTA MATLS INC COM | $6.8M |
GABGABELLI EQUITY TR INC COM | $6.7M |
JPMJPMORGAN CHASE & CO COM | $6.5M |
MDPEDIATRIX MEDICAL GROUP INC COM | $6.4M |
WTRGESSENTIAL UTILS INC COM | $6.4M |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $6.1M |
HLTHILTON WORLDWIDE HLDGS INC COM | $6.1M |
EXTREXTREME NETWORKS INC COM | $6.0M |
ETWEATON VANCE TAX-MANAGED GLOBAL COM | $6.0M |
ITEQAMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF | $5.8M |
SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $5.6M |
IHAKISHARES CYBERSECURITY & TECH ETF | $5.5M |
VSNTVERSANT MEDIA GROUP INC COM CL A | $5.4M |
DXYZDESTINY TECH100 INC COM SHS | $5.4M |
BKUBANKUNITED INC COM | $5.3M |
SMTHALPS/SMITH CORE PLUS BOND ETF | $5.3M |
WPPWPP PLC NEW ADR | $5.2M |
VOTVANGUARD MID-CAP GROWTH ETF | $5.2M |
OXYOCCIDENTAL PETE CORP COM | $5.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $5.0M |
XHRXENIA HOTELS & RESORTS INC COM | $5.0M |
QBTSD-WAVE QUANTUM INC COM | $4.9M |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $4.8M |
TOVJLENS 500 JEWISH ADVOCACY U.S. ETF | $4.8M |
VACMARRIOTT VACATIONS WORLDWIDE C COM | $4.7M |
EFGISHARES MSCI EAFE GROWTH ETF | $4.7M |
CODICOMPASS DIVERSIFIED SH BEN INT | $4.6M |
NADNUVEEN QUALITY MUNCP INCOME FD COM | $4.5M |
VUGVANGUARD GROWTH ETF | $4.4M |
KDKYNDRYL HLDGS INC COMMON STOCK | $4.4M |
A4SAMERIPRISE FINL INC COM | $4.3M |
HALHALLIBURTON CO COM | $4.3M |
RGTIRIGETTI COMPUTING INC COMMON STOCK | $4.3M |
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $4.2M |
CAVACAVA GROUP INC COM | $4.0M |
LUMNLUMEN TECHNOLOGIES INC COM | $4.0M |
OHIOMEGA HEALTHCARE INVS INC COM | $4.0M |
EGANEGAIN CORP COM NEW | $3.9M |
CORZCORE SCIENTIFIC INC NEW COM | $3.8M |
MVISMICROVISION INC DEL COM NEW | $3.7M |
NNENANO NUCLEAR ENERGY INC COM | $3.7M |
SBIWESTERN ASSET INTER MUNI COM | $3.7M |
ALKALASKA AIR GROUP INC COM | $3.7M |
NCLHNORWEGIAN CRUISE LINE HLDGS LT SHS | $3.6M |
GGZGABELLI GLOBAL SMALL & MID CAP COM | $3.6M |
QUBTQUANTUM COMPUTING INC COM | $3.5M |
LINELINEAGE INC COM | $3.5M |
APAAPA CORPORATION COM | $3.4M |
K6BKBR INC COM | $3.3M |
MQYBLACKROCK MUNIYILD QULT FD INC COM | $3.3M |
NGGNATIONAL GRID PLC SPONSORED ADR NE | $3.3M |
SPYSTATE STREET SPDR S&P 500 ETF | $3.3M |
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $3.1M |
IJRISHARES CORE S&P SMALL CAP ETF | $3.1M |
MMUWESTERN ASSET MANAGED MUNS FD COM | $3.1M |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $3.0M |
IWDISHARES RUSSELL 1000 VALUE ETF | $3.0M |
AQLTISHARES RUSSELL TOP 200 ETF | $3.0M |
VOVANGUARD MID-CAP ETF | $3.0M |
SIFYSIFY TECHNOLOGIES LTD SPONSORED ADR | $2.9M |
ETHEGRAYSCALE ETHEREUM STAKING ETF | $2.9M |
TDCTERADATA CORP DEL COM | $2.8M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $2.7M |
ZBHZIMMER BIOMET HOLDINGS INC COM | $2.7M |
VALEVALE S A SPONSORED ADS | $2.7M |
SABASABA CAPITAL INCOME & OPPORTUN COM NEW | $2.7M |
CHWYCHEWY INC CL A | $2.7M |
HLNHALEON PLC SPON ADS | $2.7M |
AXPAMERICAN EXPRESS CO COM | $2.5M |
VBVANGUARD SMALL-CAP ETF | $2.5M |
VTVVANGUARD VALUE ETF | $2.5M |
DDDUPONT DE NEMOURS INC COM | $2.5M |
VMOINVESCO MUN OPPORTUNIT TR COM | $2.4M |
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF | $2.4M |
GRBKGREEN BRICK PARTNERS INC COM | $2.4M |