Zinnia Wealth Advisory, LLC - Portfolio overview

Zinnia Wealth Advisory, LLC has 95 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VGK - VANGUARD INTL EQUITY INDEX F, 7.61%
2. QQQ - INVESCO QQQ TR, 7.29%
3. NVDA - NVIDIA CORPORATION, 5.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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