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Portfolio (Quarterly) Guide ↗

Soltis Investment Advisors LLC

· CIK 0001802530
13F Portfolio $1.8B AUM 688 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 120 New 270 Added 186 Reduced 52 Exited
Page 1 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 506,039.0 $101.3M 5.63% +32K +6.7% $200.09 +4.2%
2 BND VANGUARD BD INDEX FDS 870,986.0 $63.9M 3.56% +53K +6.5% $73.41 -1.4%
3 GOOGL ALPHABET INC Communication Services 78,479.0 $28.0M 1.56% +2K +2.6% $357.37 -2.6%
4 SCHF SCHWAB STRATEGIC TR 963,932.0 $26.7M 1.49% +91K +10.5% $27.70 +2.2%
5 MSFT CALL MICROSOFT CORP Technology 67,300.0 $25.1M 1.40% +11K +19.1% $373.02 +30.6%
6 MFS ACTIVE EXCHANGE TRADED F 514,017.0 $16.7M 0.93% +43K +9.0% $32.48
7 VTI VANGUARD INDEX FDS 44,388.0 $16.4M 0.91% +24K +115.6% $370.04 +1.9%
8 AMAT APPLIED MATLS INC Technology 22,415.0 $16.2M 0.90% +580.0 +2.7% $723.00 -33.0%
9 VOO VANGUARD INDEX FDS 23,087.0 $15.9M 0.88% +4K +19.5% $686.80 +2.2%
10 MU MICRON TECHNOLOGY INC Technology 13,711.0 $15.8M 0.88% +8K +160.6% $1154.25 -21.1%
11 META META PLATFORMS INC Communication Services 26,836.0 $15.1M 0.84% +981.0 +3.8% $563.30 -0.8%
12 AVGO BROADCOM INC Technology 36,470.0 $13.8M 0.77% +5K +15.5% $377.75 -5.0%
13 UNH UNITEDHEALTH GROUP INC Healthcare 31,654.0 $13.2M 0.73% +1K +4.7% $415.63 -4.1%
14 PAYX PAYCHEX INC Industrials 129,962.0 $12.8M 0.71% +6K +4.7% $98.33 +28.2%
15 JNJ JOHNSON & JOHNSON Healthcare 49,990.0 $12.7M 0.71% +2K +3.4% $253.97 +7.5%
16 VWO VANGUARD INTL EQUITY INDEX F 204,645.0 $12.2M 0.68% +7K +3.7% $59.69 +0.5%
17 O REALTY INCOME CORP Real Estate 192,731.0 $11.9M 0.66% +15K +8.6% $61.96 +2.0%
18 JPM JPMORGAN CHASE & CO Financial Services 36,052.0 $11.8M 0.66% +3K +10.5% $327.33 +8.9%
19 C CITIGROUP INC Financial Services 81,601.0 $11.4M 0.64% +4K +5.5% $139.96 -5.9%
20 INNOVATOR ETFS TRUST 413,361.0 $11.4M 0.63% +404K +4108.9% $27.56
Page 1 of 14  ·  270 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.0%
Financial Services 11.6%
Consumer Cyclical 9.9%
Industrials 9.6%
Healthcare 8.4%
Communication Services 5.5%
Consumer Defensive 5.4%
Energy 4.2%
Real Estate 3.8%
Utilities 3.1%