Soa Wealth Advisors, Llc. Portfolio Holdings
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
Soa Wealth Advisors, Llc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $960 Million distributed in 893 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 $74.1M, Ishares Tr Russell 200 Growth with a value of $68.9M, Apple Inc. with a value of $67.9M, Microsoft Corp with a value of $64.3M, and Vanguard Index Fds S&P 500 ETF with a value of $32.5M.
Examining the 13F form we can see an increase of $63.2M in the current position value, from $897M to 960M.
Below you can find more details about Soa Wealth Advisors, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$960 Million
ETFs: $463 Million
Technology: $199 Million
Financial Services: $64.8 Million
Consumer Cyclical: $52.7 Million
Communication Services: $44 Million
Industrials: $35.5 Million
Consumer Defensive: $29.2 Million
Healthcare: $24.8 Million
Other: $25.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 893
- Current Value $960 Million
- Prior Value $897 Million
- Filing
- Period Q3 2025
- Filing Date October 21, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 63 stocks
- Additional Purchases 275 stocks
- Sold out of 0 stocks
- Reduced holdings in 155 stocks