Long-term investor
Zinnia Wealth Advisory, LLC @zinniawealthadvisoryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002073676).
Record
- Tracked since 2025-12-31 (250 days), 78 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year n/a · all +7.1%
- Max drawdown n/a · win rate 16% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BIL · 16.1% · long · since 2025-12-31
- NVDA · 5.7% · long · since 2025-12-31
- 46090E103 · 4.6% · long · since 2025-12-31
- SPMD · 4.1% · long · since 2025-12-31
- VGK · 4.1% · long · since 2025-12-31
- PRSD · 4.0% · long · since 2025-12-31
- AAPL · 3.4% · long · since 2025-12-31
- VTV · 2.7% · long · since 2025-12-31
- GLD · 2.4% · long · since 2025-12-31
- SPEM · 2.2% · long · since 2025-12-31
- SPTS · 1.9% · long · since 2025-12-31
- AMD · 1.9% · long · since 2025-12-31