Zinnia Wealth Advisory, LLC

Q3 2026 13F Holdings

Location
Ocala, FL
Holdings as of
9/30/2026
Value
$109M
Num holdings
107
Date filed
11/6/2026
Form type
13F-HR
Prev filing
7/30/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type