Zinnia Wealth Advisory, LLC
All 13F Filings
- Location
- Ocala, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 98,061
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 38.89 K | 39.7% | 4.226 K | 0 | 4.226 K |
| ETFs | 59.17 K | 60.3% | 4.478 K | 0 | 4.478 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
98,061
Holdings
97
QoQ value change ($000)
8,715
(9.8%)
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.