SOA Wealth Advisors, LLC.

13F filer · CIK 0001849444

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$595MU.S. long equity reported on 13F

Positions59869 new · 45 closed

Net flow last quarter+$208MBuys minus sells

Top 10 positions weight28.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026598 positions
AAPLApple Inc.	$60.1M	10.11%	0.00%	-6.2%	Q4 2020
NVDANvidia Corp	$25.2M	4.24%	0.00%	-4.5%	Q4 2020
FNDFSchwab Strategic Trust	$15.3M	2.57%	Not reported	+3.6%	Q4 2020
AMZNAmazon Com Inc	$13.7M	2.30%	0.00%	-2.9%	Q4 2020
MSFTMicrosoft Corp	$12.5M	2.11%	0.00%	+33.1%	Q4 2020
GOOGLAlphabet Inc.	$11.5M	1.93%	0.00%	+3.7%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$8.86M	1.49%	Not reported	-0.5%	Q4 2020
BRK.BBerkshire Hathaway Inc	$8.03M	1.35%	Not reported	-3.9%	Q4 2020
JPMJPMorgan Chase & Co	$7.29M	1.23%	0.00%	-26.1%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$5.34M	0.90%	Not reported	-13.4%	Q4 2020
BRK.ABerkshire Hathaway Inc	$5.24M	0.88%	Not reported	Not reported	Q4 2020
ICFICF International, Inc.	$4.67M	0.78%	Not reported	+17.4%	Q4 2020
AMPAmeriprise Financial Inc	$4.44M	0.75%	0.01%	-0.9%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.56M	0.60%	Not reported	-4.8%	Q4 2020
AXPAmerican Express Co	$2.86M	0.48%	0.00%	+0.5%	Q4 2020
CSCOCisco Systems, Inc.	$2.74M	0.46%	0.00%	+0.1%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.21M	0.37%	0.00%	-4.1%	Q4 2020
METAMeta Platforms, Inc.	$2.18M	0.37%	Not reported	+203.6%	Q4 2020
PANWPalo Alto Networks Inc	$2.14M	0.36%	0.00%	-13.4%	Q3 2022
JNJJohnson & Johnson	$1.82M	0.31%	0.00%	-0.8%	Q4 2020
NEENextera Energy Inc	$1.81M	0.30%	0.00%	-3.3%	Q4 2020
ONEVOne Voice Technologies Inc	$1.7M	0.29%	Not reported	+15.0%	Q4 2022
GOOGAlphabet Inc.	$1.69M	0.28%	Not reported	+8.8%	Q4 2020
LRCXLam Research Corp	$1.67M	0.28%	0.00%	-1.8%	Q4 2020
GSGoldman Sachs Group Inc	$1.67M	0.28%	0.00%	+506.1%	Q4 2020
EDConsolidated Edison Inc	$1.54M	0.26%	0.00%	-0.6%	Q4 2020
SUSASouthern USA Resources Inc.	$1.53M	0.26%	Not reported	Not reported	Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$1.48M	0.25%	Not reported	+345.1%	Q4 2020
GWWW.W. Grainger, Inc.	$1.48M	0.25%	0.00%	-27.1%	Q4 2020
NFLXNetflix Inc	$1.39M	0.23%	0.00%	-47.3%	Q4 2020
WMTWalmart Inc.	$1.33M	0.22%	0.00%	-46.2%	Q4 2020
IBMInternational Business Machines Corp	$1.31M	0.22%	0.00%	+28.1%	Q4 2020
ORCLOracle Corp	$1.24M	0.21%	0.00%	+97.8%	Q4 2020
MUMicron Technology Inc	$1.19M	0.20%	0.00%	+32.5%	Q4 2020
SMHMarket Vectors ETF Trust	$1.17M	0.20%	Not reported	-8.0%	Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust	$1.14M	0.19%	Not reported	-14.7%	Q4 2020
HDHome Depot, Inc.	$1.1M	0.19%	0.00%	-29.8%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.04M	0.17%	0.00%	+189.6%	Q4 2020
AVGOBroadcom Inc.	$1.01M	0.17%	0.00%	+6.6%	Q4 2020
XOMExxonMobil Holdings Corp	$951K	0.16%	0.00%	-38.7%	Q4 2020
MRKMerck & Co., Inc.	$943K	0.16%	0.00%	+4.2%	Q4 2020
CATCaterpillar Inc	$903K	0.15%	0.00%	-7.1%	Q4 2020
SPCXSpace Exploration Technologies Corp	$893K	0.15%	Not reported	New	Q2 2026
ZETAZeta Global Holdings Corp.	$836K	0.14%	Not reported	-19.1%	Q1 2022
VVisa Inc.	$826K	0.14%	0.00%	-62.2%	Q4 2020
TSLATesla, Inc.	$769K	0.13%	0.00%	-6.6%	Q4 2020
INTCIntel Corp	$722K	0.12%	0.00%	+1.6%	Q4 2020
UPSUnited Parcel Service Inc	$718K	0.12%	0.01%	+607.9%	Q4 2020
CFGCitizens Financial Group Inc	$700K	0.12%	0.00%	+998700.0%	Q4 2020
TXNTexas Instruments Inc	$669K	0.11%	0.00%	+0.5%	Q4 2020

Q1 2026Reported May 20, 2026575 positions
AAPLApple Inc.	$53.1M	10.01%	0.00%	-6.4%	Q4 2020
NVDANvidia Corp	$22.2M	4.19%	0.00%	+0.5%	Q4 2020
FNDFSchwab Strategic Trust	$13.7M	2.58%	Not reported	-0.2%	Q4 2020
MSFTMicrosoft Corp	$12.6M	2.38%	0.00%	-1.9%	Q4 2020
AMZNAmazon Com Inc	$11.8M	2.23%	0.00%	-0.6%	Q4 2020
GOOGLAlphabet Inc.	$9.28M	1.75%	0.00%	-1.5%	Q4 2020
BRK.BBerkshire Hathaway Inc	$8.01M	1.51%	Not reported	-4.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$6.98M	1.32%	Not reported	-11.2%	Q4 2020
JPMJPMorgan Chase & Co	$6.54M	1.23%	0.00%	-0.4%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$5.18M	0.98%	Not reported	-4.0%	Q4 2020
BRK.ABerkshire Hathaway Inc	$5.03M	0.95%	Not reported	Not reported	Q4 2020
AMPAmeriprise Financial Inc	$4.34M	0.82%	0.01%	+0.1%	Q4 2020
ICFICF International, Inc.	$3.64M	0.69%	Not reported	+2.4%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.26M	0.61%	Not reported	+6.7%	Q4 2020
AXPAmerican Express Co	$2.55M	0.48%	0.00%	-0.4%	Q4 2020
METAMeta Platforms, Inc.	$2.28M	0.43%	Not reported	-1.5%	Q4 2020
NEENextera Energy Inc	$1.98M	0.37%	0.00%	-3.9%	Q4 2020
NFLXNetflix Inc	$1.92M	0.36%	0.00%	-2.1%	Q4 2020
CSCOCisco Systems, Inc.	$1.81M	0.34%	0.00%	-0.2%	Q4 2020
JNJJohnson & Johnson	$1.77M	0.33%	0.00%	+0.7%	Q4 2020
GWWW.W. Grainger, Inc.	$1.62M	0.31%	0.00%	-1.8%	Q4 2020
EDConsolidated Edison Inc	$1.59M	0.30%	0.00%	+0.1%	Q4 2020
WMTWalmart Inc.	$1.47M	0.28%	0.00%	+6.3%	Q4 2020
PANWPalo Alto Networks Inc	$1.46M	0.28%	0.00%	+12.9%	Q3 2022
ONEVOne Voice Technologies Inc	$1.38M	0.26%	Not reported	+4.4%	Q4 2022
GSGoldman Sachs Group Inc	$1.37M	0.26%	0.00%	-1.3%	Q4 2020
SUSASouthern USA Resources Inc.	$1.31M	0.25%	Not reported	-1.4%	Q4 2020
GOOGAlphabet Inc.	$1.26M	0.24%	Not reported	-2.3%	Q4 2020
XOMExxonMobil Holdings Corp	$1.19M	0.22%	0.00%	-0.8%	Q4 2020
ORCLOracle Corp	$1.18M	0.22%	0.00%	-6.5%	Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust	$1.17M	0.22%	Not reported	-2.2%	Q4 2020
HDHome Depot, Inc.	$1.07M	0.20%	0.00%	-0.3%	Q4 2020
VVisa Inc.	$989K	0.19%	0.00%	+1.6%	Q4 2020
IBMInternational Business Machines Corp	$880K	0.17%	0.00%	+0.4%	Q4 2020
MRKMerck & Co., Inc.	$848K	0.16%	0.00%	+8.0%	Q4 2020
LRCXLam Research Corp	$840K	0.16%	0.00%	-10.0%	Q4 2020
ZETAZeta Global Holdings Corp.	$836K	0.16%	Not reported	-30.0%	Q1 2022
AMDAdvanced Micro Devices Inc	$808K	0.15%	0.00%	-2.2%	Q4 2020
CVXChevron Corp	$798K	0.15%	0.00%	+7.2%	Q4 2020
AVGOBroadcom Inc.	$772K	0.15%	0.00%	-2.1%	Q4 2020
SMHMarket Vectors ETF Trust	$742K	0.14%	Not reported	+4.0%	Q4 2020
LMTLockheed Martin Corp	$724K	0.14%	0.00%	+0.5%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$724K	0.14%	0.00%	+0.8%	Q4 2020
IBITiShares Bitcoin Trust ETF	$683K	0.13%	0.00%	+0.1%	Q2 2024
TSLATesla, Inc.	$675K	0.13%	0.00%	-0.7%	Q4 2020
CATCaterpillar Inc	$647K	0.12%	0.00%	+11.6%	Q4 2020
DISWalt Disney Co	$625K	0.12%	0.00%	-20.3%	Q4 2020
UPSUnited Parcel Service Inc	$622K	0.12%	0.00%	Not reported	Q4 2020
MCDMcdonalds Corp	$618K	0.12%	0.00%	+0.3%	Q4 2020
TAt&T Inc.	$556K	0.10%	0.00%	+0.4%	Q4 2020

Q4 2025Reported Jan 20, 2026578 positions
AAPLApple Inc.	$61.4M	10.37%	0.00%	-0.9%	Q4 2020
NVDANvidia Corp	$23.6M	3.98%	0.00%	-0.3%	Q4 2020
MSFTMicrosoft Corp	$17.2M	2.90%	0.00%	-37.0%	Q4 2020
AMZNAmazon Com Inc	$13.2M	2.23%	0.00%	-0.1%	Q4 2020
FNDFSchwab Strategic Trust	$12.7M	2.14%	Not reported	+1.6%	Q4 2020
GOOGLAlphabet Inc.	$10.4M	1.75%	0.00%	-0.8%	Q4 2020
BRK.BBerkshire Hathaway Inc	$8.83M	1.49%	Not reported	-0.4%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$8.36M	1.41%	Not reported	-0.4%	Q4 2020
JPMJPMorgan Chase & Co	$7.22M	1.22%	0.00%	-0.5%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$5.85M	0.99%	Not reported	-3.6%	Q4 2020
BRK.ABerkshire Hathaway Inc	$5.28M	0.89%	Not reported	Not reported	Q4 2020
AMPAmeriprise Financial Inc	$4.79M	0.81%	0.01%	-2.6%	Q4 2020
ICFICF International, Inc.	$3.42M	0.58%	Not reported	+4.2%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.2M	0.54%	Not reported	-0.5%	Q4 2020
AXPAmerican Express Co	$3.13M	0.53%	0.00%	-1.2%	Q4 2020
METAMeta Platforms, Inc.	$2.67M	0.45%	Not reported	+2.4%	Q4 2020
NFLXNetflix Inc	$1.95M	0.33%	0.00%	-80.3%	Q4 2020
CSCOCisco Systems, Inc.	$1.8M	0.30%	0.00%	-0.8%	Q4 2020
NEENextera Energy Inc	$1.79M	0.30%	0.00%	-0.2%	Q4 2020
ORCLOracle Corp	$1.67M	0.28%	0.00%	+0.3%	Q4 2020
GWWW.W. Grainger, Inc.	$1.53M	0.26%	0.00%	-5.9%	Q4 2020
ZETAZeta Global Holdings Corp.	$1.53M	0.26%	Not reported	Not reported	Q1 2022
JNJJohnson & Johnson	$1.49M	0.25%	0.00%	-2.8%	Q4 2020
GSGoldman Sachs Group Inc	$1.45M	0.24%	0.00%	-1.1%	Q4 2020
GOOGAlphabet Inc.	$1.41M	0.24%	Not reported	-2.9%	Q4 2020
SUSASouthern USA Resources Inc.	$1.4M	0.24%	Not reported	Not reported	Q4 2020
EDConsolidated Edison Inc	$1.39M	0.24%	0.00%	-0.5%	Q4 2020
ONEVOne Voice Technologies Inc	$1.32M	0.22%	Not reported	+19.0%	Q4 2022
PANWPalo Alto Networks Inc	$1.26M	0.21%	0.00%	-1.0%	Q3 2022
MDYSPDR S&P Midcap 400 ETF Trust	$1.17M	0.20%	Not reported	-1.4%	Q4 2020
HDHome Depot, Inc.	$1.14M	0.19%	0.00%	-1.0%	Q4 2020
WMTWalmart Inc.	$1.11M	0.19%	0.00%	-0.6%	Q4 2020
IBMInternational Business Machines Corp	$1.07M	0.18%	0.00%	-1.5%	Q4 2020
VVisa Inc.	$1.01M	0.17%	0.00%	+0.1%	Q4 2020
AVGOBroadcom Inc.	$993K	0.17%	0.00%	+4.0%	Q4 2020
DISWalt Disney Co	$927K	0.16%	0.00%	-4.6%	Q4 2020
IBITiShares Bitcoin Trust ETF	$881K	0.15%	0.00%	+659.1%	Q2 2024
XOMExxonMobil Holdings Corp	$872K	0.15%	0.00%	-0.1%	Q4 2020
AMDAdvanced Micro Devices Inc	$870K	0.15%	0.00%	+0.7%	Q4 2020
TSLATesla, Inc.	$839K	0.14%	0.00%	+5.0%	Q4 2020
LRCXLam Research Corp	$748K	0.13%	0.00%	+0.1%	Q4 2020
MRKMerck & Co., Inc.	$687K	0.12%	0.00%	-13.5%	Q4 2020
SMHMarket Vectors ETF Trust	$670K	0.11%	Not reported	-25.5%	Q4 2020
UPSUnited Parcel Service Inc	$627K	0.11%	0.00%	-4.4%	Q4 2020
PLTRPalantir Technologies Inc.	$622K	0.11%	0.00%	+21.4%	Q4 2020
MCDMcdonalds Corp	$601K	0.10%	0.00%	-2.0%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$581K	0.10%	0.00%	+1539.4%	Q4 2020
LMTLockheed Martin Corp	$577K	0.10%	0.00%	+0.7%	Q4 2020
PGPROCTER & GAMBLE Co	$552K	0.09%	0.00%	-0.9%	Q4 2020
CVXChevron Corp	$548K	0.09%	0.00%	-43.1%	Q4 2020

Q3 2025Reported Oct 21, 2025600 positions
AAPLApple Inc.	$58.1M	9.96%	0.00%	-0.3%	Q4 2020
NVDANvidia Corp	$23.7M	4.06%	0.00%	+2.6%	Q4 2020
MSFTMicrosoft Corp	$18.5M	3.17%	0.00%	+0.2%	Q4 2020
AMZNAmazon Com Inc	$12.6M	2.15%	0.00%	+1.4%	Q4 2020
FNDFSchwab Strategic Trust	$11.9M	2.03%	Not reported	-1.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$8.86M	1.52%	Not reported	-7.0%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$8.21M	1.41%	Not reported	-1.5%	Q4 2020
GOOGLAlphabet Inc.	$8.15M	1.40%	0.00%	+1.4%	Q4 2020
JPMJPMorgan Chase & Co	$7.14M	1.22%	0.00%	0.0%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$6.38M	1.09%	Not reported	-7.0%	Q4 2020
BRK.ABerkshire Hathaway Inc	$5.28M	0.91%	Not reported	Not reported	Q4 2020
AMPAmeriprise Financial Inc	$4.93M	0.84%	0.01%	+0.1%	Q4 2020
ICFICF International, Inc.	$3.39M	0.58%	Not reported	+0.2%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.14M	0.54%	Not reported	-2.0%	Q4 2020
METAMeta Platforms, Inc.	$2.9M	0.50%	Not reported	+10.4%	Q4 2020
AXPAmerican Express Co	$2.84M	0.49%	0.00%	+1.7%	Q4 2020
NFLXNetflix Inc	$2.5M	0.43%	0.00%	+0.2%	Q4 2020
ORCLOracle Corp	$2.41M	0.41%	0.00%	+4.1%	Q4 2020
NEENextera Energy Inc	$1.68M	0.29%	0.00%	-0.1%	Q4 2020
CSCOCisco Systems, Inc.	$1.61M	0.28%	0.00%	-2.9%	Q4 2020
GWWW.W. Grainger, Inc.	$1.54M	0.26%	0.00%	-2.5%	Q4 2020
ZETAZeta Global Holdings Corp.	$1.49M	0.26%	Not reported	-8.2%	Q1 2022
PANWPalo Alto Networks Inc	$1.43M	0.24%	0.00%	+3.6%	Q3 2022
EDConsolidated Edison Inc	$1.42M	0.24%	0.00%	+2.6%	Q4 2020
HDHome Depot, Inc.	$1.39M	0.24%	0.00%	0.0%	Q4 2020
JNJJohnson & Johnson	$1.37M	0.23%	0.00%	+0.7%	Q4 2020
SUSASouthern USA Resources Inc.	$1.37M	0.23%	Not reported	-0.2%	Q4 2020
GSGoldman Sachs Group Inc	$1.32M	0.23%	0.00%	+9.4%	Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust	$1.18M	0.20%	Not reported	-5.4%	Q4 2020
GOOGAlphabet Inc.	$1.13M	0.19%	Not reported	+8.5%	Q4 2020
ONEVOne Voice Technologies Inc	$1.1M	0.19%	Not reported	+7.3%	Q4 2022
WMTWalmart Inc.	$1.05M	0.18%	0.00%	+1.4%	Q4 2020
IBMInternational Business Machines Corp	$1.04M	0.18%	0.00%	+4.1%	Q4 2020
CVXChevron Corp	$982K	0.17%	0.00%	+2.0%	Q4 2020
DISWalt Disney Co	$978K	0.17%	0.00%	+3.3%	Q4 2020
VVisa Inc.	$970K	0.17%	0.00%	+0.3%	Q4 2020
XOMExxonMobil Holdings Corp	$821K	0.14%	0.00%	+0.9%	Q4 2020
SMHMarket Vectors ETF Trust	$815K	0.14%	Not reported	+0.3%	Q4 2020
AVGOBroadcom Inc.	$724K	0.12%	0.00%	+3.3%	Q4 2020
TSLATesla, Inc.	$661K	0.11%	0.00%	-0.4%	Q4 2020
MCDMcdonalds Corp	$654K	0.11%	0.00%	-4.5%	Q4 2020
AMDAdvanced Micro Devices Inc	$652K	0.11%	0.00%	+8.7%	Q4 2020
MRKMerck & Co., Inc.	$633K	0.11%	0.00%	+0.4%	Q4 2020
PGPROCTER & GAMBLE Co	$612K	0.10%	0.00%	+0.3%	Q4 2020
LMTLockheed Martin Corp	$592K	0.10%	0.00%	+0.6%	Q4 2020
LRCXLam Research Corp	$585K	0.10%	0.00%	+3.4%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$572K	0.10%	Not reported	+21.7%	Q4 2020
MRSHMarsh & Mclennan Companies, Inc.	$557K	0.10%	0.00%	+1.4%	Q4 2020
UPSUnited Parcel Service Inc	$552K	0.09%	0.00%	+4.4%	Q4 2020
TAt&T Inc.	$552K	0.09%	0.00%	-0.6%	Q4 2020

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