Zinnia Wealth Advisory, LLC
All 13F Filings
- Location
- Ocala, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 108,641
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 107 | 108,641 | 13F-HR | Zinnia Wealth Advisory, LLC |
| Q2 2026 | 7/30/2026 | 97 | 98,061 | 13F-HR | Zinnia Wealth Advisory, LLC |
| Q1 2026 | 5/8/2026 | 96 | 89,346 | 13F-HR | Zinnia Wealth Advisory, LLC |
| Q4 2025 | 2/13/2026 | 91 | 92,488 | 13F-HR | Zinnia Wealth Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 45.05 K | 41.5% | 6.158 K | 0 | 6.158 K |
| ETFs | 63.6 K | 58.5% | 4.429 K | 0 | 4.429 K |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
108,641
Holdings
107
QoQ value change ($000)
10,580
(10.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.