Soa Wealth Advisors, Llc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $897 Million distributed in 879 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Value ETF with a value of $69M, Microsoft Corp with a value of $61.7M, Ishares Tr Russell 200 Growth with a value of $61.3M, Apple Inc. with a value of $54.9M, and Vanguard Index Fds S&P 500 ETF with a value of $29.4M.

Examining the 13F form we can see an increase of $47.1M in the current position value, from $850M to 897M. Also it can be appreciated an additional of 64 stocks purchases and 1 closed positions.

Below you can find more details about Soa Wealth Advisors, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $897 Million
ETFs: $436 Million
Technology: $176 Million
Financial Services: $64.7 Million
Consumer Cyclical: $46.9 Million
Communication Services: $42.1 Million
Industrials: $32.5 Million
Consumer Defensive: $31.4 Million
Healthcare: $24.4 Million
Other: $24.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 879
  • Current Value $897 Million
  • Prior Value $850 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 64 stocks
  • Additional Purchases 262 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 240 stocks
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