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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 2 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 3,167.0 $1.3M 1.36% -37.0 -1.1% $420.59 -16.7%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,547.0 $1.2M 1.18% +921.0 +147.1% $746.77 +2.6%
23 FLJP FRANKLIN TEMPLETON ETF TR 28,231.0 $1.1M 1.14% $39.75 +2.6%
24 MU MICRON TECHNOLOGY INC Technology 835.0 $964K 0.98% +65.0 +8.4% $1154.29 -19.2%
25 HD HOME DEPOT INC Consumer Cyclical 2,667.0 $941K 0.96% +238.0 +9.8% $352.72 -4.2%
26 SPSB SPDR SERIES TRUST 30,425.0 $913K 0.93% -25K -44.8% $30.01 -0.1%
27 ABBV ABBVIE INC Healthcare 3,544.0 $892K 0.91% +325.0 +10.1% $251.66 +5.6%
28 DUK DUKE ENERGY CORP NEW Utilities 6,304.0 $798K 0.81% -972.0 -13.4% $126.57 -3.9%
29 MGK VANGUARD WORLD FD 8,735.0 $768K 0.78% +7K +400.0% $87.91 +1.1%
30 GOOGL ALPHABET INC Communication Services 1,961.0 $701K 0.71% +57.0 +3.0% $357.37 -2.9%
31 PDBC INVESCO ACTVELY MNGD ETC FD 43,984.0 $698K 0.71% +472.0 +1.1% $15.88 +14.4%
32 VOO VANGUARD INDEX FDS 992.0 $681K 0.69% +7.0 +0.7% $686.81 +2.5%
33 GOOG ALPHABET INC 1,828.0 $646K 0.66% -29.0 -1.6% $353.29
34 FTEC FIDELITY COVINGTON TRUST 2,204.0 $629K 0.64% -12.0 -0.5% $285.58 -1.8%
35 KLAC KLA CORP Technology 2,030.0 $612K 0.62% +2K +900.0% $301.71 -39.2%
36 AGG ISHARES TR 6,173.0 $611K 0.62% -52.0 -0.8% $98.98 -1.0%
37 LLY ELI LILLY & CO Healthcare 489.0 $587K 0.60% -32.0 -6.1% $1200.53 +2.7%
38 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,814.0 $576K 0.59% -75.0 -4.0% $317.53 -7.9%
39 PG PROCTER & GAMBLE CO Consumer Defensive 3,700.0 $543K 0.55% +62.0 +1.7% $146.63 -0.8%
40 SO SOUTHERN CO Utilities 5,652.0 $541K 0.55% -394.0 -6.5% $95.71 -6.0%
Page 2 of 5  ·  97 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%