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Charles Hamowy

Soa Wealth Advisors, Llc.

Assets Managed
$595.059M
Holdings
892
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.32%(2Q avg: 0.89%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Soa Wealth Advisors, Llc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 892 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 595.059M in assets, with a quarterly growth rate of 12.32% and a 2-quarter average growth rate of 0.89%. The portfolio is managed by Charles Hamowy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 0.96%
10.21%
$60.719M
208,928 shares@ $290.63 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.16%
10.11%
$60.148M
232,277 shares@ $258.96 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.24%
5.76%
$34.266M
49,891 shares@ $686.82 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.51%
4.25%
$25.237M
153,231 shares@ $164.71 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 2.93%
2.75%
$16.346M
82,725 shares@ $197.6 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Increased 45.77%
2.73%
$16.191M
585,575 shares@ $27.65 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 3.58%
2.57%
$15.28M
289,623 shares@ $52.76 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -2.88%
2.3%
$13.667M
71,625 shares@ $190.81 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 33.12%
2.11%
$12.542M
102,203 shares@ $122.72 avg price
EFIV
Spdr S&p 500 Esg Etf
Recent Activity
Decreased -1.79%
2.04%
$12.087M
165,919 shares@ $72.86 avg price

1-10 of 892