Zinnia Wealth Advisory
$98M 13F equity value
109 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Zinnia Wealth Advisory covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 172,779 | $16M | 16.1% |
| NVDA | NVIDIA CORPORATION | 27,965 | $6M | 5.7% |
| QQQ | INVESCO QQQ TR | 6,099 | $4M | 4.6% |
| SPMD | SPDR SERIES TRUST | 59,526 | $4M | 4.1% |
| VGK | VANGUARD INTL EQUITY INDEX F | 45,173 | $4M | 4.1% |
| PRSD | SSGA ACTIVE TR | 156,631 | $4M | 4.0% |
| AAPL | APPLE INC | 11,464 | $3M | 3.4% |
| VTV | VANGUARD INDEX FDS | 12,092 | $3M | 2.7% |
| GLD | SPDR GOLD TR | 6,500 | $2M | 2.4% |
| SPEM | SPDR INDEX SHS FDS | 42,078 | $2M | 2.2% |
Track Zinnia Wealth Advisory's 13F portfolio: $98M in reported holdings, 109 positions. Top holdings and quarterly changes on SentiSense.
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