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Zinnia Wealth Advisory, LLC

Q2 2026 13F Holdings

  • Location
    ocala, FL
  • Num holdings

    97

  • Value ($000)

    $98,061

  • Date Filed
    07/30/2026
  • Form type
    13F-HR
  • CIK
    0002073676
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
78468R663
$15.83M
16 %

172,779

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.6M
6 %

27,965

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$4.49M
5 %

6,099

S
SPMD

SPDR SERIES TRUST

ST STR P400MID
78464A847
$4.02M
4 %

59,526

V
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
922042874
$4M
4 %

45,173

---

SSGA ACTIVE TR

ST ST SH DU ETF
78470P580
$3.92M
4 %

156,631

A
AAPL

APPLE INC

COM
037833100
$3.32M
3 %

11,464

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$2.64M
3 %

12,092

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$2.39M
2 %

6,500

S
SPEM

SPDR INDEX SHS FDS

ST PORT MARK ETF
78463X509
$2.18M
2 %

42,078

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