Portfolio (Quarterly) Guide ↗

Zinnia Wealth Advisory, LLC

· CIK 0002073676

13F Portfolio $89M AUM 96 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 12 New 35 Added 45 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QCOM	QUALCOMM INC	Technology	1,624	$278K	0.30%	SOLD
2	DRI	DARDEN RESTAURANTS INC	Consumer Cyclical	1,234	$227K	0.25%	SOLD
3	WFC	WELLS FARGO CO NEW	Financial Services	2,364	$220K	0.24%	SOLD
4	CIFR	CIPHER MINING INC	Financial Services	13,983	$206K	0.22%	SOLD
5	V	VISA INC	Financial Services	575	$202K	0.22%	SOLD
6	DIS	DISNEY WALT CO	Communication Services	1,759	$200K	0.22%	SOLD
7	LAB	STANDARD BIOTOOLS INC	Healthcare	38,802	$50K	0.05%	SOLD

Sector Allocation

Technology 30.4%

Financial Services 27.3%

Consumer Cyclical 10.8%

Consumer Defensive 6.6%

Healthcare 5.7%

Energy 5.2%

Utilities 4.9%

Communication Services 4.8%

Industrials 4.2%