13F Filings History of Zinnia Wealth Advisory, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$92,488,155
Signature - Title
Charisse M. Rivers - CCO
Location
Ocala, FL
Summary
This page shows a list of all the recent 13F filings made by Zinnia Wealth Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Zinnia Wealth Advisory, LLC reported 91 stock holdings with total value $92,488,155 as of Q4 2025. Top holdings included BIL, NVDA, QQQ, SPMD, and VGK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 91 $92,488,155 $0 $0 $0 BIL, NVDA, QQQ, SPMD, VGK 13F-HR 13 Feb 2026, 15:28