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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 3 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COP CONOCOPHILLIPS Energy 19,106.0 $2.0M 0.11% -1K -6.7% $103.96 +28.3%
42 VCSH VANGUARD SCOTTSDALE FDS 24,072.0 $1.9M 0.11% -847.0 -3.4% $79.03 -0.5%
43 QCOM QUALCOMM INC Technology 10,176.0 $1.9M 0.10% -723.0 -6.6% $184.80 -14.2%
44 PLTR PALANTIR TECHNOLOGIES INC Technology 15,860.0 $1.9M 0.10% -272.0 -1.7% $116.67 +50.8%
45 BAC BANK OF AMER CORP Financial Services 32,163.0 $1.8M 0.10% -2K -4.8% $56.98 +9.4%
46 SBUX STARBUCKS CORP Consumer Cyclical 17,423.0 $1.8M 0.10% -32K -64.9% $102.19 +5.2%
47 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,495.0 $1.8M 0.10% -108.0 -3.0% $501.33 +25.4%
48 MA MASTERCARD INCORPORATED Financial Services 3,408.0 $1.8M 0.10% -338.0 -9.0% $513.60 +16.8%
49 QUAL ISHARES TR 7,790.0 $1.7M 0.10% -1K -14.3% $219.42 +2.0%
50 BUFF INNOVATOR ETFS TRUST 32,439.0 $1.7M 0.10% -5K -13.4% $52.68 +1.7%
51 TAIL CAMBRIA ETF TR 160,571.0 $1.7M 0.10% -401K -71.4% $10.63 -2.7%
52 PULS PGIM ETF TR 34,093.0 $1.7M 0.09% -25K -42.5% $49.55 +0.3%
53 FREL FIDELITY COVINGTON TRUST 54,387.0 $1.6M 0.09% -302.0 -0.6% $29.30 +2.7%
54 VTV VANGUARD INDEX FDS 7,239.0 $1.6M 0.09% -917.0 -11.2% $217.92 +4.0%
55 MINT PIMCO ETF TR 15,054.0 $1.5M 0.08% -614.0 -3.9% $100.81 -0.1%
56 RC READY CAPITAL CORP Real Estate 863,008.0 $1.5M 0.08% -36K -4.0% $1.75 +8.0%
57 DON WISDOMTREE TR 26,466.0 $1.5M 0.08% -2K -6.2% $56.52 +3.1%
58 BALT INNOVATOR ETFS TRUST 42,766.0 $1.5M 0.08% -196K -82.0% $34.27 +1.3%
59 SPYG SPDR SERIES TRUST 11,690.0 $1.4M 0.08% -1K -10.5% $118.99 +0.3%
60 SCHP SCHWAB STRATEGIC TR 51,917.0 $1.4M 0.08% -6K -10.2% $26.50 -1.9%
Page 3 of 10  ·  186 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%