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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 17 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 INNOVATOR ETFS TRUST 27,404.0 $617K 0.03% -623.0 -2.2% $22.51
322 SPMO INVESCO EXCH TRADED FD TR II 3,807.0 $615K 0.03% $161.54 -8.7%
323 FLTB FIDELITY MERRIMACK STR TR 12,256.0 $614K 0.03% $50.13 +0.0%
324 MRSH MARSH & MCLENNAN COS INC Financial Services 3,620.0 $603K 0.03% -390.0 -9.7% $166.67 +16.0%
325 USB US BANCORP Financial Services 9,966.0 $602K 0.03% +768.0 +8.3% $60.40 +4.0%
326 F FORD MTR CO Consumer Cyclical 43,143.0 $600K 0.03% -9K -16.6% $13.90 +0.0%
327 VLO VALERO ENERGY CORP Energy 2,282.0 $594K 0.03% +525.0 +29.9% $260.47 +33.6%
328 PAUG INNOVATOR ETFS TRUST 12,828.0 $585K 0.03% $45.64 +2.2%
329 XLI SELECT SECTOR SPDR TR 3,158.0 $585K 0.03% -18K -84.8% $185.24 -2.6%
330 SCHW SCHWAB CHARLES CORP Financial Services 6,337.0 $585K 0.03% +550.0 +9.5% $92.28 +18.5%
331 VIOO VANGUARD ADMIRAL FDS INC 4,243.0 $584K 0.03% -2K -33.0% $137.52 -1.1%
332 VSS VANGUARD INTL EQUITY INDEX F 3,771.0 $582K 0.03% -54.0 -1.4% $154.30 +4.0%
333 PCAR PACCAR INC Industrials 4,828.0 $580K 0.03% -296.0 -5.8% $120.12 +7.6%
334 EW EDWARDS LIFESCIENCES CORP Healthcare 6,326.0 $572K 0.03% -871.0 -12.1% $90.46 +0.4%
335 PGR PROGRESSIVE CORP Financial Services 2,583.0 $564K 0.03% +96.0 +3.9% $218.42 +1.9%
336 J JACOBS SOLUTIONS INC Industrials 4,471.0 $563K 0.03% -34.0 -0.8% $126.00 +20.3%
337 APP APPLOVIN CORP Technology 1,093.0 $563K 0.03% +66.0 +6.4% $515.00 -40.2%
338 SPHQ INVESCO EXCHANGE TRADED FD T 6,241.0 $562K 0.03% -113.0 -1.8% $90.09 -4.0%
339 PCG PG&E CORP Utilities 33,284.0 $560K 0.03% +7K +25.5% $16.82 +8.3%
340 IAU ISHARES GOLD TR Financial Services 7,374.0 $557K 0.03% +51.0 +0.7% $75.50 +14.4%
Page 17 of 33  ·  648 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%