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Charles Hamowy

Soa Wealth Advisors, Llc.

Assets Managed
$529.791M
Holdings
867
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-10.54%(2Q avg: -4.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Soa Wealth Advisors, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 867 positions.

Assets under management

The assets under management (AUM) of Soa Wealth Advisors, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 529.791M in assets, with a quarterly growth rate of -10.54% and a 2-quarter average growth rate of -4.5%. The portfolio is managed by Charles Hamowy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -6.4%
10.02%
$53.05M
247,542 shares@ $214.31 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -17.3%
9.73%
$51.497M
206,948 shares@ $248.85 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -5.73%
5.65%
$29.885M
50,012 shares@ $597.56 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.49%
4.19%
$22.188M
160,470 shares@ $138.27 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 0.28%
2.8%
$14.811M
80,372 shares@ $184.29 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Decreased -0.23%
2.59%
$13.682M
279,631 shares@ $48.93 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.89%
2.39%
$12.621M
76,777 shares@ $164.39 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.61%
2.23%
$11.806M
73,755 shares@ $160.08 avg price
EFIV
Spdr S&p 500 Esg Etf
Recent Activity
Decreased -15.98%
2.02%
$10.663M
168,952 shares@ $63.12 avg price
DVY
Ishares Select Dividend Etf
Recent Activity
Decreased -2.65%
1.82%
$9.602M
63,420 shares@ $151.42 avg price

1-10 of 867