SOA Wealth Advisors, LLC. - Portfolio overview

SOA Wealth Advisors, LLC. has 944 reported holdings in this dataset, with the latest filing dated 2026-05-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 9.95%
2. IWY - ISHARES RUSSELL TOP 200 GROWTH ETF, 9.66%
3. VOO - VANGUARD S&P 500 ETF, 5.60%

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

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