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SOA Wealth Advisors, LLC.

SOA Wealth Advisors, LLC. is an Investment Adviser institutional filer with the SEC under CIK 1849444, reporting 886 portfolio positions, with 18 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: NY
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-21

Top 10 portfolio positions

The largest reported holdings in SOA Wealth Advisors, LLC.'s most recent 13F filing, ranked by reported market value.

  1. ISHARES RUSSELL TOP 200 GROWTH ETF (IWY)
  2. APPLE INC COM (AAPL)
  3. VANGUARD S&P 500 ETF (VOO)
  4. NVIDIA CORPORATION COM (NVDA)
  5. VANGUARD MID-CAP VALUE ETF (VOE)
  6. FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF (GRNY)
  7. SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF)
  8. AMAZON COM INC COM (AMZN)
  9. MICROSOFT CORP COM (MSFT)
  10. STATE STREET SPDR S&P 500 ESG ETF (EFIV)
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