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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 12 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VFH VANGUARD WORLD FD 2,709.0 $357K 0.02% +16.0 +0.6% $131.62 +8.0%
222 ALL ALLSTATE CORP Financial Services 1,497.0 $356K 0.02% +154.0 +11.5% $237.96 +9.3%
223 IRM IRON MTN INC DEL Real Estate 2,812.0 $355K 0.02% +508.0 +22.1% $126.29 -4.0%
224 AIG AMERICAN INTL GROUP INC Financial Services 4,758.0 $355K 0.02% +875.0 +22.5% $74.53 +3.8%
225 MCO MOODYS CORP Financial Services 781.0 $354K 0.02% +240.0 +44.4% $453.03 +12.9%
226 PWR QUANTA SVCS INC Industrials 490.0 $353K 0.02% +31.0 +6.8% $719.42 -14.3%
227 BLOCK INC 4,571.0 $347K 0.02% +829.0 +22.1% $75.99
228 WM WASTE MGMT INC DEL Industrials 1,540.0 $343K 0.02% +43.0 +2.9% $222.90 +1.6%
229 CLSK CLEANSPARK INC Technology 23,376.0 $340K 0.02% +377.0 +1.6% $14.55 -18.0%
230 BOTZ GLOBAL X FDS 8,928.0 $339K 0.02% +2K +38.0% $37.94 -7.1%
231 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,344.0 $332K 0.02% +211.0 +5.1% $76.40 +2.3%
232 CSX CSX CORP Industrials 6,912.0 $329K 0.02% +610.0 +9.7% $47.53 +8.2%
233 SYY SYSCO CORP Consumer Defensive 3,868.0 $323K 0.02% +964.0 +33.2% $83.57 +0.3%
234 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,112.0 $323K 0.02% +106.0 +10.5% $290.58 -9.6%
235 IGV ISHARES TR 3,565.0 $323K 0.02% +621.0 +21.1% $90.59 +13.1%
236 D DOMINION ENERGY INC Utilities 4,698.0 $321K 0.02% +722.0 +18.2% $68.30 -2.5%
237 FNDF SCHWAB STRATEGIC TR 5,950.0 $314K 0.02% +219.0 +3.8% $52.76 +5.4%
238 OXY OCCIDENTAL PETE CORP Energy 6,247.0 $303K 0.02% +2K +51.9% $48.57 +23.8%
239 WAB WABTEC Industrials 1,115.0 $301K 0.02% +92.0 +9.0% $269.56 +10.4%
240 QQQI NEOS ETF TRUST 5,251.0 $298K 0.02% +1K +23.9% $56.79 -5.2%
Page 12 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%