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 |
|---|---|
IVVISHARES CORE S&P 500 ETF | $2.3M |
NINISOURCE INC COM | $2.3M |
VLTOVERALTO CORP COM SHS | $2.3M |
KMBKIMBERLY-CLARK CORP COM | $2.3M |
METAMETA PLATFORMS INC CL A | $2.3M |
BENFRANKLIN RESOURCES INC COM | $2.2M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $2.2M |
NATLNCR ATLEOS CORPORATION COM SHS | $2.1M |
6RJ0ROCKET LAB CORP COM | $2.1M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $2.1M |
IUSBISHARES CORE TOTAL USD BOND MARKET ETF | $2.1M |
GMUBGOLDMAN SACHS MUNICIPAL INCOME ETF | $2.0M |
GAPGAP INC COM | $2.0M |
DCREDOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF | $2.0M |
HLHECLA MINING COMPANY COM | $1.9M |
AFRMAFFIRM HLDGS INC COM CL A | $1.9M |
MMTMFS MULTIMARKET INCOME TR SH BEN INT | $1.8M |
EWZISHARES MSCI BRAZIL ETF | $1.8M |
JNJJOHNSON & JOHNSON COM | $1.8M |
QC10FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $1.7M |
INDAISHARES MSCI INDIA ETF | $1.7M |
AOUTAMERICAN OUTDOOR BRANDS INC COM | $1.6M |
GWWWW GRAINGER INC COM | $1.6M |
EDCONSOLIDATED EDISON INC COM | $1.6M |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $1.6M |
HDVISHARES CORE HIGH DIVIDEND ETF | $1.6M |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $1.5M |
DSIISHARES ESG MSCI KLD 400 ETF | $1.5M |
ELLAUDER ESTEE COS INC CL A | $1.4M |
KFYKORN FERRY COM NEW | $1.4M |
KHCKRAFT HEINZ CO COM | $1.4M |
PPAINVESCO AEROSPACE & DEFENSE ETF | $1.4M |
ONEVSTATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $1.4M |
GSGOLDMAN SACHS GROUP INC COM | $1.4M |
SUSAISHARES ESG OPTIMIZED MSCI USA ETF | $1.3M |
CRONCRONOS GROUP INC COM | $1.3M |
GSGISHARES S&P GSCI COMMODITY INDEXED TRUST | $1.3M |
MICCMAGNUM ICE CREAM CO NV ORD SHS | $1.3M |
GOOGALPHABET INC CAP STK CL C | $1.3M |
MINMFS INTER INCOME TR SH BEN INT | $1.3M |
ESTCELASTIC N V ORD SHS | $1.3M |
BCEBCE INC COM NEW | $1.2M |
KULRKULR TECHNOLOGY GROUP INC COM | $1.2M |
ORCLORACLE CORP COM | $1.2M |
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1.2M |
FFORD MTR CO COM | $1.2M |
LCIDLUCID GROUP INC COM NEW | $1.2M |
IVEISHARES S&P 500 VALUE ETF | $1.1M |
NXRTNEXPOINT RESIDENTIAL TR INC COM | $1.1M |
NLOPNET LEASE OFFICE PROPERTIES COM | $1.1M |
ZMZOOM COMMUNICATIONS INC CL A | $1.1M |
BSOLBITWISE SOLANA STAKING ETF | $1.1M |
OGNORGANON & CO COMMON STOCK | $1.1M |
NGSNATURAL GAS SVCS GROUP INC COM | $991K |
SYFSYNCHRONY FINANCIAL COM | $977K |
BKRBAKER HUGHES COMPANY CL A | $950K |
NWLNEWELL BRANDS INC COM | $940K |
DJTTRUMP MEDIA & TECHNOLOGY GROUP COM | $928K |
FOXFOX CORP CL B COM | $912K |
IBMINTERNATIONAL BUSINESS MACHS COM | $880K |
PDOPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $870K |
IIFMORGAN STANLEY INDIA INVT FD COM | $864K |
MRNAMODERNA INC COM | $864K |
GSEUGOLDMAN SACHS ACTIVEBETA EUROPE EQUITY ETF | $859K |
IGRCBRE GBL REAL ESTATE INC FD COM | $854K |
MRKMERCK & CO INC COM | $848K |
LRCXLAM RESEARCH CORP COM NEW | $840K |
BHFBRIGHTHOUSE FINL INC COM | $838K |
VGLTVANGUARD LONG-TERM TREASURY ETF | $830K |
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $820K |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $810K |
AMDADVANCED MICRO DEVICES INC COM | $808K |
CVXCHEVRON CORPORATION COM | $798K |
SMHVANECK SEMICONDUCTOR ETF | $742K |
IWBISHARES RUSSELL 1000 ETF | $740K |
PSKYPARAMOUNT SKYDANCE CORP COM CL B | $731K |
GUTGABELLI UTIL TR COM | $726K |
LMTLOCKHEED MARTIN CORP COM | $724K |
FXPUSDPROSHARES ULTRASHORT FTSE CHINA 50 | $723K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $672K |
IGMISHARES EXPANDED TECH SECTOR ETF | $648K |
CATCATERPILLAR INC COM | $647K |
GBXAGOLDMAN SACHS ACTIVEBETA JAPAN EQUITY ETF | $633K |
SOXXISHARES SEMICONDUCTOR ETF | $633K |
IWOISHARES RUSSELL 2000 GROWTH ETF | $631K |
CIFMFS INTER HIGH INCOME FD SH BEN INT | $625K |
VYXNCR VOYIX CORPORATION COM | $620K |
PSTGEVERPURE INC CL A | $590K |
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $574K |
XSDSTATE STREET SPDR S&P SEMICONDUCTOR ETF | $571K |
GRXGABELLI HEALTHCARE & WELLNESS SHS | $543K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $537K |
KEYKEYCORP COM | $536K |
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $532K |
SYYSYSCO CORP COM | $499K |
MRSHMARSH & MCLENNAN COS INC COM | $473K |
DEDEERE & CO COM | $467K |
IDRVISHARES SELF-DRIVING EV & TECH ETF | $462K |
MJAMPLIFY ALTERNATIVE HARVEST ETF | $460K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $457K |