Soltis Investment Advisors
$1.2B Assets Reported
588 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 817,815 | $60M | 5.1% |
| IVV | ISHARES TR | 47,660 | $31M | 2.6% |
| GOOGL | ALPHABET INC | 78,404 | $23M | 1.9% |
| SCHF | SCHWAB STRATEGIC TR | 872,481 | $22M | 1.8% |
| IJH | ISHARES TR | 301,861 | $20M | 1.7% |
| JPST | J P MORGAN EXCHANGE TRADED F | 380,492 | $19M | 1.6% |
| TSLA | TESLA INC | 43,685 | $16M | 1.4% |
| CVX | CHEVRON CORPORATION | 76,393 | $16M | 1.3% |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 471,473 | $14M | 1.2% |
| QQQ | INVESCO QQQ TR | 22,567 | $13M | 1.1% |
Track Soltis Investment Advisors's 13F portfolio: $1.2B in reported holdings, 588 positions. Top holdings, AUM, and quarterly changes on SentiSense.