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Portfolio (Quarterly) Guide ↗

Zinnia Wealth Advisory, LLC

· CIK 0002073676
13F Portfolio $98M AUM 97 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 31 Added 46 Reduced 12 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 27,965.0 $5.6M 5.71% -495.0 -1.7% $200.09 +6.1%
2 QQQ INVESCO QQQ TR Financial Services 6,099.0 $4.5M 4.58% -5K -46.0% $736.41 -3.4%
3 SPMD SPDR SERIES TRUST 59,526.0 $4.0M 4.10% -3K -5.3% $67.56 -1.2%
4 VGK VANGUARD INTL EQUITY INDEX F 45,173.0 $4.0M 4.08% -37K -45.2% $88.54 +5.0%
5 AAPL APPLE INC Technology 11,464.0 $3.3M 3.38% -185.0 -1.6% $289.35 +7.1%
6 VTV VANGUARD INDEX FDS 12,092.0 $2.6M 2.69% -3K -21.9% $217.93 +4.0%
7 GLD SPDR GOLD TR Financial Services 6,500.0 $2.4M 2.44% -348.0 -5.1% $368.38 +15.5%
8 SPEM SPDR INDEX SHS FDS 42,078.0 $2.2M 2.22% -36K -46.2% $51.78 +1.3%
9 SPTS SPDR SERIES TRUST 63,585.0 $1.8M 1.88% -48K -43.2% $29.01 -0.1%
10 AMD ADVANCED MICRO DEVICES INC Technology 3,158.0 $1.8M 1.87% -145.0 -4.4% $580.91 -17.7%
11 MSFT MICROSOFT CORP Technology 4,737.0 $1.8M 1.80% -57.0 -1.2% $373.03 +31.2%
12 AMZN AMAZON COM INC Consumer Cyclical 6,655.0 $1.6M 1.62% -157.0 -2.3% $238.34 +9.5%
13 SPTI SPDR SERIES TRUST 52,611.0 $1.5M 1.52% -42K -44.2% $28.39 -0.8%
14 SPSM SPDR SERIES TRUST 24,496.0 $1.4M 1.44% -24K -49.9% $57.67 -1.3%
15 WMT WALMART INC Consumer Defensive 12,308.0 $1.4M 1.42% -1K -7.6% $113.26 -7.4%
16 TSLA TESLA INC Consumer Cyclical 3,167.0 $1.3M 1.36% -37.0 -1.1% $420.59 -15.7%
17 SPSB SPDR SERIES TRUST 30,425.0 $913K 0.93% -25K -44.8% $30.01 -0.1%
18 DUK DUKE ENERGY CORP NEW Utilities 6,304.0 $798K 0.81% -972.0 -13.4% $126.57 -4.1%
19 GOOG ALPHABET INC 1,828.0 $646K 0.66% -29.0 -1.6% $353.29
20 FTEC FIDELITY COVINGTON TRUST 2,204.0 $629K 0.64% -12.0 -0.5% $285.58 -1.9%
Page 1 of 3  ·  46 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 38.8%
Financial Services 22.1%
Consumer Cyclical 11.6%
Consumer Defensive 6.9%
Industrials 6.4%
Healthcare 5.7%
Utilities 3.8%
Communication Services 3.1%
Energy 1.6%