Soa Wealth Advisors, Llc. Portfolio Holdings

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.