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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 7 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NEM NEWMONT CORP Basic Materials 35,270.0 $3.3M 0.18% +730.0 +2.1% $93.40 +41.2%
122 WFC WELLS FARGO & CO Financial Services 39,643.0 $3.3M 0.18% +5K +14.3% $82.64 +2.5%
123 VB VANGUARD INDEX FDS 10,488.0 $3.2M 0.18% $303.12 -0.1%
124 IJT ISHARES TR 17,475.0 $3.1M 0.17% -203.0 -1.1% $178.60 -3.0%
125 VGT VANGUARD WORLD FD 26,107.0 $3.1M 0.17% +23K +707.5% $119.52 -2.6%
126 SCHE SCHWAB STRATEGIC TR 85,922.0 $3.1M 0.17% +19K +29.0% $36.26 +1.2%
127 AGG ISHARES TR 31,288.0 $3.1M 0.17% +385.0 +1.2% $98.98 -1.4%
128 VO VANGUARD INDEX FDS 37,890.0 $3.1M 0.17% +28K +269.0% $80.57 +2.8%
129 CBOE CBOE GLOBAL MKTS INC Financial Services 12,526.0 $3.0M 0.17% NEW $242.66 +27.0%
130 TOL TOLL BROTHERS INC Consumer Cyclical 18,408.0 $3.0M 0.17% +1K +8.5% $164.75 -10.5%
131 FPE FIRST TR EXCH TRADED FD III 164,112.0 $2.9M 0.16% +26K +18.6% $17.88 -1.2%
132 MSFT PUT MICROSOFT CORP Technology 7,800.0 $2.9M 0.16% +7K +1014.3% $373.02 +30.6%
133 STIP ISHARES TR 27,454.0 $2.8M 0.16% $102.16 -1.2%
134 FIX COMFORT SYS USA INC Industrials 1,413.0 $2.8M 0.16% +138.0 +10.8% $1982.36 -18.8%
135 LOVE LOVESAC CO Consumer Cyclical 167,313.0 $2.8M 0.15% +91K +119.3% $16.69 -5.0%
136 PTLC PACER FDS TR 47,433.0 $2.8M 0.15% -878.0 -1.8% $58.26 +2.2%
137 MAR MARRIOTT INTL INC NEW Consumer Cyclical 7,415.0 $2.7M 0.15% +73.0 +1.0% $370.60 -2.8%
138 ETN PUT EATON CORP PLC Industrials 6,400.0 $2.7M 0.15% $426.12 -4.1%
139 ACEI INNOVATOR ETFS TRUST 117,787.0 $2.7M 0.15% +78K +196.1% $23.15 +0.9%
140 FDVV FIDELITY COVINGTON TRUST 44,691.0 $2.7M 0.15% +16K +57.4% $60.29 +4.8%
Page 7 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%