SOA Wealth Advisors, LLC.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 592,245
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 869 | 592,245 | 13F-HR | SOA Wealth Advisors, LLC. |
| Q3 2025 | 10/21/2025 | 893 | 583,298 | 13F-HR | SOA Wealth Advisors, LLC. |
| Q2 2025 | 7/18/2025 | 879 | 532,403 | 13F-HR | SOA Wealth Advisors, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 218.9 K | 37.0% | 3.178 K | 0 | 3.178 K |
| ETFs | 373.3 K | 63.0% | 5.763 K | 0 | 5.763 K |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
592,245
Holdings
869
QoQ value change ($000)
8,947
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.