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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,555.0 $318K 0.32% -792.0 -7.7% $33.29 +34.7%
42 MINT PIMCO ETF TR 3,115.0 $314K 0.32% -35.0 -1.1% $100.81 -0.1%
43 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,018.0 $278K 0.28% -375.0 -11.1% $92.09 -1.7%
44 ETHA ISHARES ETHEREUM TR Financial Services 21,823.0 $259K 0.27% -2K -6.7% $11.89 +56.7%
45 VNQ VANGUARD INDEX FDS 2,644.0 $255K 0.26% -2K -45.8% $96.43 +2.9%
46 BERKSHIRE HATHAWAY INC DEL 414.0 $207K 0.21% -37.0 -8.2% $500.39
Page 3 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%