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
MGKVANGUARD MEGA CAP GROWTH ETF
$454K
IYFISHARES U.S. FINANCIALS ETF
$452K
IVWISHARES S&P 500 GROWTH ETF
$446K
MSOSADVISORSHARES PURE US CANNABIS ETF
$444K
TXNTEXAS INSTRS INC COM
$434K
PEPPEPSICO INC COM
$422K
HPOSERVICE PPTYS TR COM SH BEN INT
$407K
MMM3M CO COM
$385K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$376K
BXBLACKSTONE INC COM
$342K
IYWISHARES U.S. TECHNOLOGY ETF
$340K
ROLROLLINS INC COM
$339K
AIC3 AI INC CL A
$337K
KARSKRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF
$333K
GSATGLOBALSTAR INC COM NEW
$332K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$330K
BABOEING CO COM
$328K
BXPBXP INC COM
$326K
SCHPSCHWAB US TIPS ETF
$319K
AMCRAMCOR PLC COM NEW
$318K
ASRTASSERTIO HOLDINGS INC COM NEW
$305K
GEGE AEROSPACE COM NEW
$301K
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
$300K
DONSTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$295K
IGOVISHARES INTERNATIONAL TREASURY BOND ETF
$287K
MARMARRIOTT INTL INC NEW CL A
$277K
OVERBED BATH & BEYOND INC COM
$269K
MASMASCO CORP COM
$264K
MUMICRON TECHNOLOGY INC COM
$262K
TMOTHERMO FISHER SCIENTIFIC INC COM
$260K
KROPGLOBAL X AGTECH & FOOD INNOVATION ETF
$247K
QCOMQUALCOMM INC COM
$243K
VRTVERTIV HOLDINGS CO COM CL A
$241K
BKNGBOOKING HOLDINGS INC COM
$236K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$232K
RYROYAL BK CDA COM
$232K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$229K
HOLXHOLOGIC INC COM
$227K
BLVVANGUARD LONG-TERM BOND ETF
$216K
LINLINDE PLC SHS
$213K
KLACKLA CORP COM NEW
$211K
ADIANALOG DEVICES INC COM
$209K
APTVAPTIV PLC COM SHS
$208K
ANETARISTA NETWORKS INC COM SHS
$201K
TIPISHARES TIPS BOND ETF
$199K
AMGNAMGEN INC COM
$197K
VIGVANGUARD DIVIDEND APPRECIATION ETF
$196K
GQ9SPDR GOLD SHARES
$195K
LOWLOWES COS INC COM
$191K
VLOVALERO ENERGY CORP COM
$189K
VOOGVANGUARD S&P 500 GROWTH ETF
$185K
PNRPENTAIR PLC SHS
$185K
REGREGENCY CTRS CORP COM
$181K
7HPHP INC COM
$179K
IVZINVESCO LTD SHS
$179K
UNHUNITEDHEALTH GROUP INC COM
$175K
FTVFORTIVE CORP COM
$169K
CBRECBRE GROUP INC CL A
$167K
KIMKIMCO REALTY CORP COM
$166K
TLRYTILRAY BRANDS INC COM
$162K
DWDMORGAN STANLEY COM NEW
$162K
IRINGERSOLL RAND INC COM
$161K
CRWDCROWDSTRIKE HLDGS INC CL A
$159K
APOAPOLLO GLOBAL MGMT INC COM
$156K
MAMASTERCARD INCORPORATED CL A
$154K
NXPINXP SEMICONDUCTORS N V COM
$150K
APDAIR PRODUCTS AND CHEMICALS INC COM
$150K
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$150K
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
$146K
DTEDTE ENERGY CO COM
$144K
AOSSMITH A O CORP COM
$143K
MCKMCKESSON CORP COM
$143K
GILDGILEAD SCIENCES INC COM
$142K
CITHE CIGNA GROUP COM
$141K
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$140K
MIGASTRATEGY INC CL A NEW
$138K
CRMSALESFORCE INC COM
$138K
TRVCCITIGROUP INC COM NEW
$135K
SAVAFILANA THERAPEUTICS INC COM
$132K
OSKOSHKOSH CORP COM
$128K
TJXTJX COS INC NEW COM
$123K
CRKCOMSTOCK RES INC COM
$118K
CDNSCADENCE DESIGN SYSTEM INC COM
$114K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$110K
RCLROYAL CARIBBEAN GROUP COM
$110K
ACNACCENTURE PLC IRELAND SHS CLASS A
$107K
ADPAUTOMATIC DATA PROCESSING INC COM
$105K
ADBEADOBE INC COM
$105K
QTUMDEFIANCE QUANTUM ETF
$101K
OPENOPENDOOR TECHNOLOGIES INC COM
$98K
PNCPNC FINL SVCS GROUP INC COM
$96K
MPCMARATHON PETE CORP COM
$95K
LENLENNAR CORP CL A
$93K
TTTRANE TECHNOLOGIES PLC SHS
$92K
ALSALLSTATE CORP COM
$90K
LNCLINCOLN NATL CORP IND COM
$89K
CEGCONSTELLATION ENERGY CORP COM
$88K
EMREMERSON ELEC CO COM
$87K
SCLXSCILEX HOLDING CO COM NEW
$87K
GISGENERAL MILLS INC COM
$87K
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