Zinnia Wealth Advisory, LLC
Q1 2026 13F Holdings
- Locationocala, FL
- Num holdings
96
- Value ($000)
$89,346
- Date Filed 05/08/2026
- Form type13F-HR
- CIK 0002073676
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $6.8M | 8 % | 82,461 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.52M | 7 % | 11,290 | ||
NVIDIA CORPORATION | COM | 67066G104 | $4.96M | 6 % | 28,460 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A847 | $3.72M | 4 % | 62,885 | ||
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | $3.67M | 4 % | 78,290 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R101 | $3.27M | 4 % | 111,909 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $3.04M | 3 % | 15,478 | ||
APPLE INC | COM | 037833100 | $2.96M | 3 % | 11,649 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $2.95M | 3 % | 6,848 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $2.87M | 3 % | 6,569 |
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