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Manager record

SOA Wealth Advisors, LLC.

New York, NY · CIK 1849444 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$595.06MReported 13F valueQ2 2026 · as filed
892Holdings listed
+12.3%vs prior quartervalue change includes market moves
5Quarters on record
Jul 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $532.4M$532.4MQ2 2025879 holdingsQ3 2025: $583.3M$583.3MQ3 2025893 holdingsQ4 2025: $592.2M$592.2MQ4 2025869 holdingsQ1 2026: $529.8M$529.8MQ1 2026867 holdingsQ2 2026: $595.1M$595.1MQ2 2026892 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 21 2026 13F-HR · period Q2 2026

$595.06M · 892 holdings listed · View original SEC filing ↗
May 20 2026 13F-HR · period Q1 2026

$529.79M · 867 holdings listed · View original SEC filing ↗
Jan 20 2026 13F-HR · period Q4 2025

$592.25M · 869 holdings listed · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$583.30M · 893 holdings listed · View original SEC filing ↗
Jul 18 2025 13F-HR · period Q2 2025

$532.40M · 879 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 21, 2026 · Change methodology