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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STM STMICROELECTRONICS N V Technology 2,840.0 $213K 0.01% NEW $74.89 -33.9%
102 SNX TD SYNNEX CORPORATION Technology 789.0 $211K 0.01% NEW $267.35 -8.4%
103 SCHA SCHWAB STRATEGIC TR 5,820.0 $210K 0.01% NEW $36.13 -4.5%
104 NUE NUCOR CORP Basic Materials 938.0 $209K 0.01% NEW $222.65 +9.5%
105 FENI FIDELITY COVINGTON TRUST 5,200.0 $209K 0.01% NEW $40.13 +3.8%
106 DFAE DIMENSIONAL ETF TRUST 5,161.0 $208K 0.01% NEW $40.21 -2.9%
107 INNOVATOR ETFS TRUST 8,369.0 $207K 0.01% NEW $24.70
108 CRWV COREWEAVE INC Technology 2,075.0 $207K 0.01% NEW $99.55 -13.5%
109 LEN LENNAR CORP Consumer Cyclical 2,277.0 $206K 0.01% NEW $90.49 -2.1%
110 MET METLIFE INC Financial Services 2,417.0 $204K 0.01% NEW $84.60 +13.5%
111 VEEV VEEVA SYS INC Healthcare 1,141.0 $202K 0.01% NEW $177.43 +40.2%
112 AME AMETEK INC Industrials 834.0 $202K 0.01% NEW $242.03 -0.4%
113 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 4,016.0 $201K 0.01% NEW $49.98 +3.9%
114 ABT PUT ABBOTT LABORATORIES Healthcare 2,100.0 $191K 0.01% NEW $90.74 +28.7%
115 GLD PUT SPDR GOLD TR Financial Services 500.0 $184K 0.01% NEW $368.38 +15.4%
116 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 15,720.0 $166K 0.01% NEW $10.57 +8.6%
117 CAG CONAGRA BRANDS INC Consumer Defensive 11,907.0 $160K 0.01% NEW $13.46 +23.8%
118 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 7,700.0 $138K 0.01% NEW $17.93 +2.3%
119 OWL BLUE OWL CAPITAL INC Financial Services 10,338.0 $90K 0.01% NEW $8.75 +33.8%
120 ALIT ALIGHT INC Technology 12,862.0 $7K NEW $11.20 +33.2%
Page 6 of 6  ·  120 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%