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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 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DPZ DOMINOS PIZZA INC Consumer Cyclical 3,007.0 $890K 0.05% -1K -31.4% $296.07 +17.9%
82 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 17,167.0 $876K 0.05% -1K -6.0% $51.05 +34.3%
83 MUB ISHARES TR 8,017.0 $863K 0.05% -794.0 -9.0% $107.62 -2.1%
84 SOXX ISHARES TR 1,342.0 $860K 0.05% -7.0 -0.5% $640.86 -21.0%
85 MCD MCDONALDS CORP Consumer Cyclical 3,111.0 $841K 0.05% -4K -56.9% $270.27 +0.8%
86 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 18,266.0 $831K 0.05% -933.0 -4.9% $45.52 +33.9%
87 TRV PUT TRAVELERS COMPANIES INC Financial Services 2,500.0 $825K 0.05% -200.0 -7.4% $330.12 +12.2%
88 ETHW BITWISE ETHEREUM ETF Financial Services 71,526.0 $807K 0.04% -5K -6.8% $11.28 +56.7%
89 FCOM FIDELITY COVINGTON TRUST 11,538.0 $802K 0.04% -1K -11.0% $69.48 +1.9%
90 FDX FEDEX CORP Industrials 2,523.0 $790K 0.04% -16K -86.2% $313.16 +6.7%
91 JAJL INNOVATOR ETFS TRUST 26,137.0 $782K 0.04% -2K -8.0% $29.91 +1.0%
92 DIS DISNEY WALT CO Communication Services 7,918.0 $762K 0.04% -371.0 -4.5% $96.26 +14.9%
93 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 19,844.0 $746K 0.04% -2K -9.4% $37.58 +37.0%
94 XLE SELECT SECTOR SPDR TR 13,791.0 $732K 0.04% -365.0 -2.6% $53.11 +18.8%
95 IUSG ISHARES TR 3,868.0 $728K 0.04% -78.0 -2.0% $188.10 +0.2%
96 SYK STRYKER CORPORATION Healthcare 2,286.0 $720K 0.04% -418.0 -15.5% $314.88 +4.1%
97 EFA ISHARES TR 6,887.0 $715K 0.04% -531.0 -7.2% $103.87 +4.0%
98 SHOP SHOPIFY INC Technology 6,184.0 $706K 0.04% -89.0 -1.4% $114.19 +31.2%
99 FDIS FIDELITY COVINGTON TRUST 6,758.0 $695K 0.04% -496.0 -6.8% $102.84 +0.4%
100 CVS CVS HEALTH CORP Healthcare 6,619.0 $685K 0.04% -2K -19.6% $103.45 -9.0%
Page 5 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%