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Charisse M. Rivers

Zinnia Wealth Advisory, Llc

Assets Managed
$89.346M
Holdings
96
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-3.39%(2Q avg: -1.69%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Zinnia Wealth Advisory, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Zinnia Wealth Advisory, 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 89.346M in assets, with a quarterly growth rate of -3.39% and a 2-quarter average growth rate of -1.69%. The portfolio is managed by Charisse M. Rivers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGK
Vanguard Ftse Europe Etf
Recent Activity
Increased 82.42%
7.61%
$6.797M
82,461 shares@ $82.43 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 78.56%
7.3%
$6.516M
11,290 shares@ $577.19 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -6.66%
5.56%
$4.963M
28,460 shares@ $174.4 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -5.96%
4.17%
$3.724M
62,885 shares@ $59.23 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 81.16%
4.12%
$3.673M
78,290 shares@ $46.92 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 2.19%
3.66%
$3.266M
111,909 shares@ $29.19 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 24.92%
3.4%
$3.037M
15,478 shares@ $196.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -12.57%
3.31%
$2.956M
11,649 shares@ $253.78 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 53.75%
3.3%
$2.947M
6,848 shares@ $430.3 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 90.74%
3.22%
$2.869M
6,569 shares@ $436.8 avg price

1-10 of 96