Zinnia Wealth Advisory
$109M 13F equity value
115 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Zinnia Wealth Advisory covers the quarter ended September 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 | 147,674 | $14M | 12.5% |
| NVDA | NVIDIA CORPORATION | 25,572 | $6M | 5.4% |
| VGK | VANGUARD INTL EQUITY INDEX F | 65,789 | $6M | 5.3% |
| QQQ | INVESCO QQQ TR | 6,043 | $4M | 4.1% |
| AAPL | APPLE INC | 11,526 | $4M | 3.5% |
| JNJ | JOHNSON & JOHNSON | 13,912 | $4M | 3.4% |
| PRSD | SSGA ACTIVE TR | 136,039 | $3M | 3.1% |
| SPEM | SPDR INDEX SHS FDS | 62,493 | $3M | 3.0% |
| GLD | SPDR GOLD TR | 8,117 | $3M | 2.8% |
| MSFT | MICROSOFT CORP | 4,983 | $3M | 2.4% |
Track Zinnia Wealth Advisory's 13F portfolio: $109M in reported holdings, 115 positions. Top holdings and quarterly changes on SentiSense.
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