Zinnia Wealth Advisory, LLC has submitted its latest 13F-HR filing, which provides a snapshot of its investment holdings as of September 30, 2026. This filing is significant as it reflects the company’s strategic approach to asset management and investment allocation.

As a financial advisory firm based in Ocala, Florida, Zinnia Wealth Advisory focuses on managing investments for its clients. The firm is categorized as an investment advisor and is recognized for its tailored financial strategies.

The filing indicates that Zinnia Wealth Advisory holds a total of $108,641,077 in reported assets across 107 different positions. Notably, the report highlights significant investments in major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., showcasing a diverse portfolio aimed at capitalizing on various market sectors.

According to the filing, Charisse M. Rivers, the Chief Compliance Officer, signed the document on November 6, 2026. The report is not an amendment and covers the period ending on September 30, 2026.

This filing may impact various stakeholders, including clients looking for insights into Zinnia's investment strategies, as well as competitors in the wealth management industry who may analyze Zinnia's asset choices for their own strategic planning.

Looking ahead, it remains to be seen if Zinnia Wealth Advisory will provide further updates or adjustments to its investment strategies in subsequent filings. The filing does not specify what actions may follow this report.