Soa Wealth Advisors, Llc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $944 Million distributed in 869 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 $73M, Apple Inc. with a value of $70.7M, Ishares Tr Russell 200 Growth with a value of $69.1M, Microsoft Corp with a value of $39.7M, and Vanguard Index Fds S&P 500 ETF with a value of $32.8M.
Examining the 13F form we can see an decrease of $16.2M in the current position value, from $960M to 944M.
Also it can be appreciated an additional of 30 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
$944 Million
ETFs: $476 Million
Technology: $185 Million
Financial Services: $62.2 Million
Consumer Cyclical: $50.6 Million
Industrials: $36 Million
Healthcare: $29.4 Million
Consumer Defensive: $27.9 Million
Communication Services: $26.3 Million
Other: $28.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
