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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 5 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO & CO Financial Services 39,643.0 $3.3M 0.18% +5K +14.3% $82.64 +2.5%
82 VGT VANGUARD WORLD FD 26,107.0 $3.1M 0.17% +23K +707.5% $119.52 -2.6%
83 SCHE SCHWAB STRATEGIC TR 85,922.0 $3.1M 0.17% +19K +29.0% $36.26 +1.2%
84 AGG ISHARES TR 31,288.0 $3.1M 0.17% +385.0 +1.2% $98.98 -1.4%
85 VO VANGUARD INDEX FDS 37,890.0 $3.1M 0.17% +28K +269.0% $80.57 +2.8%
86 TOL TOLL BROTHERS INC Consumer Cyclical 18,408.0 $3.0M 0.17% +1K +8.5% $164.75 -10.5%
87 FPE FIRST TR EXCH TRADED FD III 164,112.0 $2.9M 0.16% +26K +18.6% $17.88 -1.2%
88 MSFT PUT MICROSOFT CORP Technology 7,800.0 $2.9M 0.16% +7K +1014.3% $373.02 +30.6%
89 FIX COMFORT SYS USA INC Industrials 1,413.0 $2.8M 0.16% +138.0 +10.8% $1982.36 -18.8%
90 LOVE LOVESAC CO Consumer Cyclical 167,313.0 $2.8M 0.15% +91K +119.3% $16.69 -5.0%
91 MAR MARRIOTT INTL INC NEW Consumer Cyclical 7,415.0 $2.7M 0.15% +73.0 +1.0% $370.60 -2.8%
92 ACEI INNOVATOR ETFS TRUST 117,787.0 $2.7M 0.15% +78K +196.1% $23.15 +0.9%
93 FDVV FIDELITY COVINGTON TRUST 44,691.0 $2.7M 0.15% +16K +57.4% $60.29 +4.8%
94 GLD SPDR GOLD TR Financial Services 6,992.0 $2.6M 0.14% +1K +23.7% $368.39 +15.8%
95 BMY BRISTOL-MYERS SQUIBB CO Healthcare 42,594.0 $2.5M 0.14% +23K +122.1% $57.62 +16.8%
96 GS GOLDMAN SACHS GROUP INC Financial Services 2,315.0 $2.3M 0.13% +264.0 +12.9% $1011.30 +2.5%
97 IWM ISHARES TR 7,785.0 $2.3M 0.13% +613.0 +8.6% $300.46 -0.8%
98 IBM INTERNATIONAL BUSINESS MACHS Technology 8,092.0 $2.3M 0.13% +904.0 +12.6% $281.20 -17.8%
99 MBB ISHARES TR 22,791.0 $2.2M 0.12% +4K +20.1% $94.52 -1.3%
100 SKYW SKYWEST INC Industrials 21,432.0 $2.1M 0.12% +295.0 +1.4% $99.33 +2.4%
Page 5 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%