SOA Wealth Advisors, LLC. has recently filed its 13F-HR report for the third quarter of 2026, detailing the firm’s investment holdings as of September 30, 2026. This filing is significant as it provides insight into the company’s investment strategies and portfolio management practices.

According to the filing, SOA Wealth Advisors holds a diverse range of investments across various sectors, reflecting its approach to asset management. This report is particularly relevant for understanding the firm’s positioning in the current market landscape.

Background

SOA Wealth Advisors, LLC. is a New York-based investment management firm. The company is registered under the Central Index Key (CIK) number 0001849444. As of the latest filing, the firm operates without a specific Standard Industrial Classification (SIC) description, indicating its broad investment strategies.

Recent filings from SOA Wealth Advisors include multiple 13F-HR reports, with the latest submission dated November 10, 2026. This filing continues a series of disclosures that began earlier in the year, showcasing the firm’s ongoing commitment to transparency.

What the Filing Says

The 13F-HR filing indicates that SOA Wealth Advisors has a total of 847 entries in its portfolio, with a total value of approximately $604.89 million. The filing highlights the firm’s significant holdings in various companies, including:

"AMAZON COM INC COM, ISHARES MORNINGSTAR GROWTH ETF, and GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF."

These investments reflect a strategy that emphasizes both growth and stability across different asset classes.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. By revealing its investment strategies and holdings, SOA Wealth Advisors provides valuable insights that could influence market perceptions and investment decisions.

What's Next

The filing does not specify what happens next for SOA Wealth Advisors, but it is expected that the firm will continue to monitor its investments and adjust its portfolio as market conditions evolve. Investors and analysts will likely keep an eye on future filings for updates on the firm’s performance and strategic shifts.