Zinnia Wealth Advisory, LLC
Q4 2025 13F Holdings
- Locationocala, FL
- Num holdings
91
- Value ($000)
$92,488
- Date Filed02/13/2026
- Form type13F-HR
- CIK0002073676
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $13.13M | 14 % | 143,676 | ||
NVIDIA CORPORATION | COM | 67066G104 | $5.69M | 6 % | 30,492 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $3.88M | 4 % | 6,323 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A847 | $3.87M | 4 % | 66,872 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $3.78M | 4 % | 45,206 | ||
APPLE INC | COM | 037833100 | $3.62M | 4 % | 13,325 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R101 | $3.21M | 4 % | 109,516 | ||
SSGA ACTIVE TR | ST STR SHORT DUR | 78470P580 | $3.14M | 3 % | 125,222 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A672 | $2.65M | 3 % | 91,829 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $2.37M | 3 % | 12,391 |
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