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Portfolio (Quarterly) Guide ↗

Zinnia Wealth Advisory, LLC

· CIK 0002073676
13F Portfolio $92M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 91 New
Page 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 1,801.0 $351K 0.38% NEW $194.91 -15.0%
62 SPY SPDR S&P 500 ETF TR Financial Services 512.0 $349K 0.38% NEW $681.92 +7.6%
63 IWF ISHARES TR 715.0 $338K 0.37% NEW $473.30 -74.7%
64 EMB ISHARES TR 3,415.0 $329K 0.36% NEW $96.28 +0.0%
65 SPYG SPDR SERIES TRUST 3,043.0 $325K 0.35% NEW $106.70 +8.5%
66 FALN ISHARES TR 11,817.0 $323K 0.35% NEW $27.30 -0.5%
67 SUN SUNOCO LP/SUNOCO FIN CORP Energy 6,122.0 $321K 0.35% NEW $52.41 +24.1%
68 CVX CHEVRON CORP NEW Energy 2,080.0 $317K 0.34% NEW $152.43 +15.4%
69 IVV ISHARES TR 459.0 $314K 0.34% NEW $684.94 +7.7%
70 VZ VERIZON COMMUNICATIONS INC Communication Services 7,515.0 $306K 0.33% NEW $40.73 +15.0%
71 XLE SELECT SECTOR SPDR TR 6,670.0 $298K 0.32% NEW $44.71 +21.8%
72 TXN TEXAS INSTRS INC Technology 1,690.0 $293K 0.32% NEW $173.49 +73.9%
73 QCOM QUALCOMM INC Technology 1,624.0 $278K 0.30% NEW $171.01 +18.5%
74 MU MICRON TECHNOLOGY INC Technology 915.0 $261K 0.28% NEW $285.41 +266.6%
75 KLAC KLA CORP Technology 203.0 $247K 0.27% NEW $1215.08 -80.0%
76 TPYP TORTOISE CAPITAL SERIES TRUS 6,981.0 $246K 0.27% NEW $35.29 +20.3%
77 NOW SERVICENOW INC Technology 1,560.0 $239K 0.26% NEW $153.19 -37.1%
78 BERKSHIRE HATHAWAY INC DEL 473.0 $238K 0.26% NEW $502.65
79 LMT LOCKHEED MARTIN CORP Industrials 486.0 $235K 0.25% NEW $483.92 +3.5%
80 PEP PEPSICO INC Consumer Defensive 1,609.0 $231K 0.25% NEW $143.56 -1.1%
Page 4 of 5  ·  91 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 20.5%
Consumer Cyclical 13.5%
Consumer Defensive 6.2%
Healthcare 6.0%
Communication Services 5.6%
Utilities 4.5%
Industrials 4.3%
Energy 3.8%