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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 8 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TXN TEXAS INSTRS INC Technology 3,257.0 $971K 0.05% +460.0 +16.4% $298.11 -13.1%
142 BUCK SIMPLIFY EXCHANGE TRADED FUN 41,332.0 $968K 0.05% +5K +14.4% $23.42 +0.1%
143 VXUS VANGUARD STAR FDS 11,199.0 $957K 0.05% +1K +12.0% $85.49 +2.0%
144 MTUM ISHARES TR 2,772.0 $950K 0.05% +56.0 +2.1% $342.78 -12.3%
145 EMR EMERSON ELEC CO Industrials 6,404.0 $917K 0.05% +114.0 +1.8% $143.16 +10.1%
146 DUK DUKE ENERGY CORP NEW Utilities 7,233.0 $916K 0.05% +459.0 +6.8% $126.58 -3.6%
147 VWOB VANGUARD WHITEHALL FDS 12,923.0 $869K 0.05% +466.0 +3.7% $67.24 -1.9%
148 AFL AFLAC INC Financial Services 7,375.0 $865K 0.05% +340.0 +4.8% $117.25 +0.8%
149 NSC NORFOLK SOUTHN CORP Industrials 2,670.0 $840K 0.05% +111.0 +4.3% $314.59 +12.2%
150 TMUS T-MOBILE US INC Communication Services 4,904.0 $823K 0.05% +1K +31.7% $167.74 +8.9%
151 PH PARKER-HANNIFIN CORP Industrials 840.0 $821K 0.05% +123.0 +17.1% $977.92 +3.7%
152 MMM 3M CO Industrials 4,977.0 $806K 0.04% +42.0 +0.8% $161.90 +10.6%
153 FORTINET INC 5,183.0 $796K 0.04% +1K +26.4% $153.61
154 VRT VERTIV HOLDINGS CO Industrials 2,303.0 $771K 0.04% +338.0 +17.2% $334.87 -23.9%
155 BNDX VANGUARD CHARLOTTE FDS 15,785.0 $764K 0.04% +569.0 +3.7% $48.43 -1.5%
156 EXPD EXPEDITORS INTL WASH INC Industrials 4,689.0 $764K 0.04% +47.0 +1.0% $162.99 +15.2%
157 ABNB AIRBNB INC Consumer Cyclical 5,217.0 $747K 0.04% +1K +39.0% $143.10 +32.9%
158 BLV VANGUARD BD INDEX FDS 10,649.0 $734K 0.04% +759.0 +7.7% $68.93 -4.0%
159 EQIX EQUINIX INC Real Estate 688.0 $717K 0.04% +136.0 +24.6% $1042.38 +1.2%
160 JCI JOHNSON CONTROLS INTERNATION Industrials 4,879.0 $713K 0.04% +1K +35.1% $146.11 -2.1%
Page 8 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%