SOA Wealth Advisors, LLC.
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF | $69.31M | 11.7% |
| Apple Inc. | $61.43M | 10.4% |
| VANGUARD S&P 500 ETF | $33.27M | 5.6% |
| NVIDIA Corp | $23.58M | 4.0% |
| MICROSOFT CORP | $17.19M | 2.9% |
| VANGUARD MID-CAP VALUE ETF | $14.22M | 2.4% |
| STATE STREET SPDR S&P 500 ESG ETF | $13.30M | 2.2% |
| Amazon.com Inc | $13.19M | 2.2% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $12.67M | 2.1% |
| Alphabet Inc. | $10.35M | 1.7% |
| ISHARES CORE DIVIDEND GROWTH ETF | $10.05M | 1.7% |
| ISHARES RUSSELL 1000 GROWTH ETF | $9.98M | 1.7% |
| ISHARES SELECT DIVIDEND ETF | $9.20M | 1.6% |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $9.18M | 1.5% |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $8.93M | 1.5% |
| Warren E. Buffett | $8.83M | 1.5% |
| INVESCO QQQ TRUST SERIES I | $8.36M | 1.4% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | $7.79M | 1.3% |
| JPMORGAN CHASE & CO | $7.22M | 1.2% |
| VANGUARD SMALL CAP VALUE ETF | $7.03M | 1.2% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | $6.20M | 1.0% |
| VANGUARD MID-CAP GROWTH ETF | $5.85M | 1.0% |
| VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $5.44M | 0.9% |
| BERKSHIRE HATHAWAY INC DEL CL A | $5.28M | 0.9% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | $5.16M | 0.9% |
| ISHARES MSCI EAFE GROWTH ETF | $5.02M | 0.8% |
| VANGUARD GROWTH ETF | $4.93M | 0.8% |
| AMERIPRISE FINANCIAL INC | $4.79M | 0.8% |
| First Trust Exchange-Traded Fund VIII | $4.59M | 0.8% |
| First Trust Exchange-Traded Fund VIII | $4.18M | 0.7% |
| SPDR PORTFOLIO EMERGING MARKETS ETF | $3.76M | 0.6% |
| ISHARES SELECT U.S. REIT ETF | $3.42M | 0.6% |
| ISHARES RUSSELL TOP 200 ETF | $3.26M | 0.5% |
| SPDR S&P 500 ETF TRUST | $3.20M | 0.5% |
| ISHARES CORE S&P MID-CAP ETF | $3.18M | 0.5% |
| ISHARES CORE S&P SMALL CAP ETF | $3.16M | 0.5% |
| ISHARES NEW YORK MUNI BOND ETF | $3.16M | 0.5% |
| AMERICAN EXPRESS CO | $3.13M | 0.5% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | $3.04M | 0.5% |
| VANGUARD MID-CAP ETF | $3.03M | 0.5% |
| ISHARES RUSSELL 1000 VALUE ETF | $3.01M | 0.5% |
| ISHARES RUSSELL TOP 200 VALUE ETF | $3.00M | 0.5% |
| VANGUARD SMALL-CAP GROWTH ETF | $2.86M | 0.5% |
| ISHARES RUSSELL MIDCAP ETF | $2.83M | 0.5% |
| ISHARES ESG AWARE MSCI EAFE ETF | $2.77M | 0.5% |
| Meta Platforms Inc | $2.67M | 0.5% |
| VANGUARD SMALL-CAP ETF | $2.62M | 0.4% |
| ISHARES CORE S&P 500 ETF | $2.49M | 0.4% |
| VANGUARD VALUE ETF | $2.35M | 0.4% |
| VANGUARD INFORMATION TECHNOLOGY ETF | $2.34M | 0.4% |