Zinnia Wealth Advisory, LLC - Portfolio Stock Holdings
Zinnia Wealth Advisory, LLC disclosed 109 stock positions in a recent SEC 13F filing. $98,060,039 of stock holdings were filed, with the largest holdings including BIL, NVDA, and QQQ. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $168,819,527 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
109Est. Stock Holding Value:
$98,060,039Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Zinnia Wealth Advisory, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...