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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 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FDIS FIDELITY COVINGTON TRUST 3,765.0 $351K 0.39% -415.0 -9.9% $93.26 +6.5%
62 ABT ABBOTT LABORATORIES Healthcare 3,097.0 $318K 0.36% -155.0 -4.8% $102.68 -11.8%
63 MINT PIMCO ETF TR 3,150.0 $317K 0.35% -452.0 -12.6% $100.57 +0.1%
64 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,393.0 $313K 0.35% -472.0 -12.2% $92.31 -5.2%
65 ORCL ORACLE CORP Technology 2,126.0 $313K 0.35% +325.0 +18.1% $147.11 +12.3%
66 PRSD SSGA ACTIVE TR 12,346.0 $309K 0.35% -113K -90.1% $25.02 -0.0%
67 IWF ISHARES TR 715.0 $305K 0.34% $426.40 -71.9%
68 CVX CHEVRON CORPORATION Energy 1,449.0 $300K 0.34% -631.0 -30.3% $206.94 -15.0%
69 KLAC KLA CORP Technology 203.0 $299K 0.34% $1472.41 -83.4%
70 TXN TEXAS INSTRS INC Technology 1,514.0 $294K 0.33% -176.0 -10.4% $194.14 +56.8%
71 AVGO BROADCOM INC Technology 944.0 $292K 0.33% -234.0 -19.9% $309.35 +22.9%
72 IVV ISHARES TR 435.0 $284K 0.32% -24.0 -5.2% $653.21 +12.9%
73 TPYP TORTOISE CAPITAL SERIES TRUS 6,654.0 $282K 0.32% -327.0 -4.7% $42.36 +0.5%
74 SPYG SPDR SERIES TRUST 2,733.0 $268K 0.30% -310.0 -10.2% $97.91 +18.2%
75 MU MICRON TECHNOLOGY INC Technology 770.0 $260K 0.29% -145.0 -15.8% $337.84 +211.3%
76 IBM INTERNATIONAL BUSINESS MACHS Technology 1,042.0 $253K 0.28% NEW $242.38 +9.3%
77 PEP PEPSICO INC Consumer Defensive 1,623.0 $252K 0.28% +14.0 +0.9% $155.33 -8.5%
78 T AT&T INC Communication Services 8,133.0 $236K 0.26% -1K -11.9% $28.99 -21.3%
79 COP CONOCOPHILLIPS Energy 1,770.0 $234K 0.26% NEW $132.00 -16.7%
80 CSCO CISCO SYS INC Technology 2,985.0 $232K 0.26% NEW $77.58 +56.2%
Page 4 of 5  ·  96 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%