§ 13F · FUND PROFILE
SOA Wealth Advisors, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $532.4T (13F)Positions · 879Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$423.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 250K | $69.3T | 11.7% | −1% |
| 2 | AAPL | APPLE INC COM | 264K | $61.4T | 10.4% | −1% |
| 3 | VOO | VANGUARD S&P 500 ETF | 53K | $33.3T | 5.6% | ±0% |
| 4 | NVDA | NVIDIA CORPORATION COM | 160K | $23.6T | 4.0% | ±0% |
| 5 | MSFT | MICROSOFT CORP COM | 78K | $17.2T | 2.9% | −37% |
| 6 | VOE | VANGUARD MID-CAP VALUE ETF | 80K | $14.2T | 2.4% | +19% |
| 7 | EFIV | STATE STREET SPDR S&P 500 ESG ETF | 201K | $13.3T | 2.2% | +1% |
| 8 | AMZN | AMAZON COM INC COM | 74K | $13.2T | 2.2% | ±0% |
| 9 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 280K | $12.7T | 2.1% | +2% |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | 55K | $10.4T | 1.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOA SIGNAL
AC read
SOA Wealth Advisors, LLC. is a Other fund managing $532402.7 trillion in assets. The fund runs a broad portfolio of 879 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed