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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 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPTL SPDR SERIES TRUST 19,765.0 $518K 0.53% -15K -43.0% $26.23 -2.9%
42 TIP ISHARES TR 4,713.0 $516K 0.53% -4K -43.5% $109.43 -1.6%
43 MCD MCDONALDS CORP Consumer Cyclical 1,845.0 $499K 0.51% +368.0 +24.9% $270.37 -0.8%
44 MO ALTRIA GROUP INC Consumer Defensive 6,684.0 $481K 0.49% -108.0 -1.6% $71.95 -5.4%
45 SPIB SPDR SERIES TRUST 14,371.0 $481K 0.49% -11K -44.1% $33.46 -0.7%
46 SPHY SPDR SERIES TRUST 19,568.0 $459K 0.47% -16K -45.6% $23.44 -0.3%
47 JPM JPMORGAN CHASE & CO Financial Services 1,265.0 $414K 0.42% -11.0 -0.9% $327.33 +9.0%
48 KIE SPDR SERIES TRUST 6,629.0 $404K 0.41% -54.0 -0.8% $60.99 +4.7%
49 TXN TEXAS INSTRS INC Technology 1,348.0 $402K 0.41% -166.0 -11.0% $298.07 -12.8%
50 SUN SUNOCO LP/SUNOCO FIN CORP Energy 5,771.0 $390K 0.40% -268.0 -4.4% $67.50 +10.5%
51 FUTY FIDELITY COVINGTON TRUST 6,642.0 $388K 0.40% -73.0 -1.1% $58.42 -4.3%
52 FDIS FIDELITY COVINGTON TRUST 3,729.0 $383K 0.39% -36.0 -1.0% $102.84 +0.0%
53 GD GENERAL DYNAMICS CORP Industrials 1,059.0 $375K 0.38% -83.0 -7.3% $354.24 +6.3%
54 ABT ABBOTT LABORATORIES Healthcare 4,088.0 $371K 0.38% +991.0 +32.0% $90.74 +28.0%
55 NEE NEXTERA ENERGY INC Utilities 4,222.0 $371K 0.38% $87.77 -4.0%
56 META META PLATFORMS INC Communication Services 657.0 $370K 0.38% +10.0 +1.6% $563.30 +1.2%
57 GAB GABELLI EQUITY TR INC Financial Services 64,901.0 $367K 0.38% +1K +2.2% $5.66 +0.9%
58 CSCO CISCO SYS INC Technology 3,076.0 $361K 0.37% +91.0 +3.0% $117.45 -5.4%
59 FALN ISHARES TR 13,151.0 $358K 0.36% -3K -20.1% $27.24 -0.5%
60 EMB ISHARES TR 3,698.0 $357K 0.36% -3K -47.2% $96.44 -1.1%
Page 3 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%