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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 4 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DAL DELTA AIR LINES INC Industrials 14,643.0 $1.4M 0.08% -7K -31.8% $93.66 -11.9%
62 AXP AMERICAN EXPRESS CO Financial Services 4,008.0 $1.4M 0.07% -254.0 -6.0% $338.28 -0.3%
63 XLV SELECT SECTOR SPDR TR 8,448.0 $1.3M 0.07% -463.0 -5.2% $158.65 +10.1%
64 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 20,257.0 $1.3M 0.07% -2K -7.2% $64.45 +2.0%
65 HEICO CORP NEW 5,049.0 $1.3M 0.07% -172.0 -3.3% $257.89
66 BITWISE FUNDS TRUST 51,064.0 $1.3M 0.07% -3K -5.7% $24.50
67 PSEP INNOVATOR ETFS TRUST 25,306.0 $1.2M 0.07% -740.0 -2.8% $46.05 +1.6%
68 UBER UBER TECHNOLOGIES INC Technology 15,949.0 $1.2M 0.06% -121.0 -0.8% $72.16 +9.9%
69 SCHB SCHWAB STRATEGIC TR 38,731.0 $1.1M 0.06% -971.0 -2.5% $28.96 +1.9%
70 NEE NEXTERA ENERGY INC Utilities 12,312.0 $1.1M 0.06% -421.0 -3.3% $87.77 -4.2%
71 SLV ISHARES SILVER TR Financial Services 20,184.0 $1.1M 0.06% -720.0 -3.4% $53.47 +16.3%
72 XLF SELECT SECTOR SPDR TR 19,621.0 $1.1M 0.06% -12K -37.1% $53.61 +8.6%
73 APH AMPHENOL CORP Technology 5,945.0 $1.0M 0.06% -660.0 -10.0% $176.31 -11.8%
74 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,622.0 $1.0M 0.06% -352.0 -7.1% $223.94 +26.4%
75 XLY SELECT SECTOR SPDR TR 8,397.0 $985K 0.06% -67K -88.8% $117.27 +0.9%
76 CI THE CIGNA GROUP Healthcare 3,529.0 $973K 0.05% -90.0 -2.5% $275.66 +1.7%
77 SOFI SOFI TECHNOLOGIES INC Financial Services 53,492.0 $959K 0.05% -15K -22.4% $17.93 +1.7%
78 GM GENERAL MTRS CO Consumer Cyclical 12,108.0 $933K 0.05% -2K -14.0% $77.08 +12.8%
79 VBR VANGUARD INDEX FDS 3,777.0 $918K 0.05% -847.0 -18.3% $243.02 +2.2%
80 ISEP INNOVATOR ETFS TRUST 26,161.0 $905K 0.05% -444.0 -1.7% $34.60 +2.7%
Page 4 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%