CIK 1849444
SOA Wealth Advisors, LLC.
Institutional 13F holdings & portfolio
Holdings
869
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 250K | $1M+ | SH |
| AAPL | APPLE INC COM | 264K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 53K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 160K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 78K | $1M+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 80K | $1M+ | SH |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | 201K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 74K | $1M+ | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 280K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 55K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 145K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 21K | $1M+ | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 65K | $1M+ | SH |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 371K | $1M+ | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 157K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 18K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 14K | $1M+ | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 80K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 43K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 355K | $1M+ | SH |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 44K | $1M+ | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 21K | $1M+ | SH |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | 523K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 7 | $1M+ | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 38K | $1M+ | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 44K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 10K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC COM | 10K | $1M+ | SH |
| YSEP | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER | 176K | $1M+ | SH |
| FOCT | FT VEST U.S. EQUITY BUFFER ETF - OCTOBER | 85K | $1M+ | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 80K | $1M+ | SH |
| ICF | ISHARES SELECT U.S. REIT ETF | 57K | $1M+ | SH |
| IWL | ISHARES RUSSELL TOP 200 ETF | 19K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 5K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 48K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 26K | $1M+ | SH |
| NYF | ISHARES NEW YORK MUNI BOND ETF | 59K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 8K | $1M+ | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 27K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 10K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 14K | $1M+ | SH |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | 33K | $1M+ | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 9K | $1M+ | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 29K | $1M+ | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 29K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 4K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 10K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 4K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 12K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 3K | $1M+ | SH |