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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 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC Healthcare 1,914.0 $230K 0.26% NEW $120.29 -0.6%
82 FPX FIRST TR EXCHANGE-TRADED FD 1,433.0 $228K 0.26% NEW $158.81 +23.2%
83 MA MASTERCARD INCORPORATED Financial Services 449.0 $224K 0.25% NEW $499.61 -2.3%
84 LMT LOCKHEED MARTIN CORP Industrials 364.0 $220K 0.25% -122.0 -25.1% $604.85 -16.7%
85 SHOP SHOPIFY INC Technology 1,850.0 $219K 0.25% -426.0 -18.7% $118.62 -9.2%
86 BERKSHIRE HATHAWAY INC DEL 451.0 $216K 0.24% -22.0 -4.7% $479.20
87 PLTR PALANTIR TECHNOLOGIES INC Technology 1,467.0 $215K 0.24% +224.0 +18.0% $146.28 -20.2%
88 CRWD CROWDSTRIKE HLDGS INC Technology 547.0 $214K 0.24% NEW $390.41 +74.4%
89 JNJ JOHNSON & JOHNSON Healthcare 863.0 $211K 0.24% NEW $244.35 -2.2%
90 NOW SERVICENOW INC Technology 2,010.0 $210K 0.23% +450.0 +28.9% $104.55 -8.2%
91 SCHD SCHWAB STRATEGIC TR 6,710.0 $206K 0.23% NEW $30.68 +4.4%
92 AEP AMERICAN ELEC PWR CO INC Utilities 1,527.0 $200K 0.22% NEW $131.08 +2.0%
93 IIM INVESCO VALUE MUN INCOME TR Financial Services 14,277.0 $174K 0.19% +262.0 +1.9% $12.16 +3.9%
94 GUT GABELLI UTIL TR Financial Services 15,017.0 $91K 0.10% -4K -22.5% $6.05 +7.1%
95 NABL N-ABLE INC Technology 10,284.0 $48K 0.05% NEW $4.67 -32.8%
96 GABELLI EQUITY TR INC 57,410.0 $402.0 NEW $0.01
Page 5 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%