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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 31 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 IWN ISHARES TR 984.0 $218K 0.01% NEW $221.26 +1.3%
602 FFIV F5 INC Technology 519.0 $216K 0.01% NEW $415.96 -8.9%
603 ULTA ULTA BEAUTY INC Consumer Cyclical 476.0 $214K 0.01% -3K -85.6% $450.54 +19.6%
604 GRMN GARMIN LTD Technology 902.0 $214K 0.01% NEW $237.52 +22.6%
605 NVO NOVO-NORDISK A S Healthcare 4,455.0 $214K 0.01% NEW $47.93 -2.1%
606 VTIP VANGUARD MALVERN FDS 4,245.0 $213K 0.01% +22.0 +0.5% $50.24 -0.9%
607 STM STMICROELECTRONICS N V Technology 2,840.0 $213K 0.01% NEW $74.89 -34.1%
608 SCHO SCHWAB STRATEGIC TR 8,773.0 $212K 0.01% +416.0 +5.0% $24.14 -0.2%
609 LECO LINCOLN ELEC HLDGS INC Industrials 795.0 $211K 0.01% -35.0 -4.2% $265.39 +6.4%
610 SNX TD SYNNEX CORPORATION Technology 789.0 $211K 0.01% NEW $267.35 -8.9%
611 VNT VONTIER CORPORATION Technology 7,251.0 $210K 0.01% +49.0 +0.7% $29.00 +14.6%
612 SCHA SCHWAB STRATEGIC TR 5,820.0 $210K 0.01% NEW $36.13 -4.6%
613 NUE NUCOR CORP Basic Materials 938.0 $209K 0.01% NEW $222.65 +9.9%
614 FENI FIDELITY COVINGTON TRUST 5,200.0 $209K 0.01% NEW $40.13 +3.8%
615 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,257.0 $209K 0.01% +100.0 +3.2% $64.02 +15.9%
616 DFAE DIMENSIONAL ETF TRUST 5,161.0 $208K 0.01% NEW $40.21 -2.9%
617 INNOVATOR ETFS TRUST 8,369.0 $207K 0.01% NEW $24.70
618 CRWV COREWEAVE INC Technology 2,075.0 $207K 0.01% NEW $99.55 -13.4%
619 LEN LENNAR CORP Consumer Cyclical 2,277.0 $206K 0.01% NEW $90.49 -2.6%
620 OKE ONEOK INC NEW Energy 2,365.0 $206K 0.01% +99.0 +4.4% $86.95 +7.0%
Page 31 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%