Institutional Investor · CIK 0001849444
SOA WEALTH ADVISORS, LLC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
834
Total Value
$524.75M
Total Shares
7.37M
Latest Filing
May 20, 2026
CIK
0001849444
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-05-20 | 247,542 | $53.05M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 206,948 | $51.50M | 0.3685% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 50,012 | $29.88M | 0.0021% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 160,470 | $22.19M | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 80,372 | $14.81M | 0.0426% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 279,631 | $13.68M | 0.0647% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-20 | 76,777 | $12.62M | 0.0010% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-20 | 73,755 | $11.81M | 0.0007% | SH | — | View |
State Street SPDR S&P…(EFIV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 168,952 | $10.66M | 1.2810% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 63,420 | $9.60M | 0.0433% | SH | — | View | |
Tidal Trust III -…(GRNY) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 401,735 | $9.59M | 0.3500% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-20 | 54,424 | $9.28M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 20,643 | $8.80M | 0.0021% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 149,401 | $8.45M | 0.0261% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-05-20 | 16,705 | $8.01M | 0.0008% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 113,453 | $7.96M | 0.0214% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 78,860 | $7.93M | 0.0811% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 355,538 | $7.22M | 0.1275% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 12,087 | $6.98M | 1.2406% | SH | — | View | |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-20 | 43,306 | $6.54M | 0.0016% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 42,076 | $6.09M | 0.0931% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 540,065 | $5.58M | 1.2025% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 20,113 | $5.18M | 0.0182% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-05-20 | 7 | $5.03M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 37,244 | $4.77M | 0.0260% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 42,166 | $4.70M | 0.0468% | SH | — | View | |
Vanguard Growth ETF(VUG) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 10,108 | $4.41M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 9,772 | $4.34M | 0.0109% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 81,304 | $3.81M | 0.0237% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 58,738 | $3.64M | 0.1923% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 5,005 | $3.26M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 47,528 | $3.21M | 0.0030% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 59,144 | $3.14M | 0.2491% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 25,079 | $3.12M | 0.0034% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 25,708 | $3.05M | 0.0422% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 14,150 | $3.02M | 0.0045% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 18,789 | $3.02M | 0.1643% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 10,364 | $2.98M | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 32,109 | $2.98M | 0.0975% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 30,000 | $2.92M | 0.0060% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 9,041 | $2.73M | 0.0073% | SH | — | View | |
iShares ESG Aware MSCI…(ESGD) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 27,923 | $2.67M | 0.0253% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-20 | 8,426 | $2.55M | 0.0012% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 9,539 | $2.50M | 0.0016% | SH | — | View | |
Vanguard Value ETF(VTV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 12,645 | $2.48M | 0.0011% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 90,227 | $2.36M | 2.0052% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 3,551 | $2.32M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 23,704 | $2.30M | 0.0033% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-20 | 3,977 | $2.28M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 145,835 | $2.27M | 0.0078% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 2,985 | $2.08M | 0.0002% | SH | — | View | |
NextEra Energy, Inc. Series…(NEE-PN) | Utilities | Regulated Electric | 2026-03-31 | 2026-05-20 | 21,364 | $1.98M | 0.0003% | SH | — | View |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-03-31 | 2026-05-20 | 36,816 | $1.92M | 0.0009% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 19,819 | $1.87M | 0.0498% | SH | — | View | |
Cisco Systems, Inc.(CSCO) | Technology | Communication Equipment | 2026-03-31 | 2026-05-20 | 23,291 | $1.81M | 0.0006% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-20 | 7,238 | $1.77M | 0.0003% | SH | — | View |
W.W. Grainger, Inc.(GWW) | Industrials | Industrial - Distribution | 2026-03-31 | 2026-05-20 | 1,489 | $1.62M | 0.0032% | SH | — | View |
| Utilities | Regulated Electric | 2026-03-31 | 2026-05-20 | 14,041 | $1.59M | 0.0038% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 11,865 | $1.57M | 0.0199% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 11,503 | $1.56M | 0.0024% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-20 | 32,132 | $1.47M | 0.0004% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-20 | 19,899 | $1.46M | 0.0029% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 12,000 | $1.45M | 0.0331% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 8,495 | $1.41M | 0.0180% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 10,305 | $1.38M | 0.2859% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-05-20 | 1,625 | $1.37M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 83,820 | $1.37M | 0.0311% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 9,939 | $1.31M | 0.0394% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-20 | 4,394 | $1.26M | 0.0000% | SH | — | View |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-20 | 24,741 | $1.19M | 0.0006% | SH | — | View | |
Oracle Corporation(ORCL) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-20 | 8,032 | $1.18M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 1,903 | $1.17M | 0.0049% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 5,436 | $1.15M | 0.0025% | SH | — | View | |
| Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-05-20 | 24,027 | $1.07M | 0.0024% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 32,630 | $1.00M | 0.0012% | SH | — | View | |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-20 | 24,592 | $988.74K | 0.0013% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 15,340 | $945.53K | 0.0328% | SH | — | View | |
| Technology | Information Technology Services | 2026-03-31 | 2026-05-20 | 3,632 | $880.38K | 0.0004% | SH | — | View | |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-20 | 7,046 | $847.54K | 0.0003% | SH | — | View |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 3,932 | $840.13K | 0.0003% | SH | — | View |
| Technology | Software - Application | 2026-03-31 | 2026-05-20 | 52,500 | $835.80K | 0.0233% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 16,661 | $822.54K | 0.0017% | SH | — | View | |
| Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 3,974 | $808.43K | 0.0002% | SH | — | View | |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-20 | 3,858 | $798.18K | 0.0002% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 17,267 | $772.45K | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 1,936 | $742.22K | 0.0017% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 2,076 | $740.26K | 0.0018% | SH | — | View | |
FT Cboe Vest U.S.…(FJUN) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 12,996 | $734.31K | 0.0680% | SH | — | View |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-20 | 1,199 | $724.48K | 0.0005% | SH | — | View | |
| Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 31,207 | $723.98K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 25,662 | $701.91K | 0.7030% | SH | — | View | |
FT Cboe Vest U.S.…(FMAY) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 12,981 | $685.40K | 0.0649% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 17,771 | $682.76K | 0.0012% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-03-31 | 2026-05-20 | 8,008 | $675.36K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 2,094 | $671.77K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 5,470 | $648.29K | 0.0082% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-03-31 | 2026-05-20 | 913 | $646.89K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 1,925 | $632.51K | 0.0029% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 2,010 | $630.88K | 0.0052% | SH | — | View | |
| Communication Services | Entertainment | 2026-03-31 | 2026-05-20 | 6,488 | $625.29K | 0.0004% | SH | — | View |
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