§ 13F · FUND PROFILE
SOA Wealth Advisors, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $583M (13F)Positions · 893Turnover · — · Q1Filed · May 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$695K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 248K | $53M | 5.0% | — |
| 2 | AAPL | APPLE INC COM | 248K | $53M | 5.0% | +87% |
| 3 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 207K | $51M | 4.9% | +65% |
| 4 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 207K | $51M | 4.9% | — |
| 5 | VOO | VANGUARD S&P 500 ETF | 50K | $30M | 2.8% | +89% |
| 6 | VOO | VANGUARD S&P 500 ETF | 50K | $30M | 2.8% | — |
| 7 | NVDA | NVIDIA CORPORATION COM | 160K | $22M | 2.1% | +101% |
| 8 | NVDA | NVIDIA CORPORATION COM | 160K | $22M | 2.1% | — |
| 9 | VOE | VANGUARD MID-CAP VALUE ETF | 80K | $15M | 1.4% | +101% |
| 10 | VOE | VANGUARD MID-CAP VALUE ETF | 80K | $15M | 1.4% | — |
§ 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 $583 million in assets. The fund runs a broad portfolio of 893 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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