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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
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 T AT&T INC Communication Services 8,133.0 $236K 0.26% -1K -11.9% $28.99 -23.8%
42 LMT LOCKHEED MARTIN CORP Industrials 364.0 $220K 0.25% -122.0 -25.1% $604.85 -18.4%
43 SHOP SHOPIFY INC Technology 1,850.0 $219K 0.25% -426.0 -18.7% $118.62 -9.0%
44 BERKSHIRE HATHAWAY INC DEL 451.0 $216K 0.24% -22.0 -4.7% $479.20
45 GUT GABELLI UTIL TR Financial Services 15,017.0 $91K 0.10% -4K -22.5% $6.05 +5.0%
Page 3 of 3  ·  45 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 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%