SOA Wealth Advisors, LLC. ETF holdings
New York, NY
Reported $370.8M in 321 ETFs in its Form 13F for June 30, 2026.
ETF value
$370.8M
ETFs held
321
Change from prior quarter
+11.7%
With price moves
ETFs as a share of its 13F
62.3%
of $595.1M
Top 10 of 321 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWY | iShares Russell Top 200 Growth ETF | $60.7M | 208,928 | +1,980 shares |
| VOO | Vanguard S&P 500 ETF | $34.3M | 49,891 | −121 shares |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $16.3M | 82,725 | +2,353 shares |
| GRNY | Fundstrat Granny Shots US Large Cap ETF | $16.2M | 585,575 | +183,840 shares |
| FNDF | Schwab Fundamental International Equity ETF | $15.3M | 289,623 | +9,992 shares |
| EFIV | State Street SPDR S&P 500 Scored and Screened ETF | $12.1M | 165,919 | −3,033 shares |
| IWF | iShares Russell 1000 Growth ETF | $10.1M | 81,142 | +60,499 shares |
| DVY | iShares Select Dividend ETF | $9.6M | 61,205 | −2,215 shares |
| QQQ | Invesco QQQ Trust | $8.9M | 12,033 | −54 shares |
| DGRO | iShares Core Dividend Growth ETF | $8.4M | 110,648 | −2,805 shares |
311 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001849444. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SOA Wealth Advisors, LLC. own?
SOA Wealth Advisors, LLC. reported 321 ETF positions worth $370.8M in its Form 13F for June 30, 2026. The largest was IWY, at $60.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.