Soltis Investment Advisors

$1.5B 13F equity value
588 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
MSFTMICROSOFT CORP226,255$84M5.4%
NVDANVIDIA CORPORATION474,211$83M5.4%
AAPLAPPLE INC267,577$68M4.4%
BNDVANGUARD BD INDEX FDS817,815$60M3.9%
SPYSTATE STR SPDR S&P 500 ETF T72,104$47M3.0%
AMZNAMAZON COM INC174,140$36M2.4%
IVVISHARES TR47,660$31M2.0%
GOOGLALPHABET INC76,504$22M1.4%
SCHFSCHWAB STRATEGIC TR872,481$22M1.4%
IJHISHARES TR301,861$20M1.3%

Track Soltis Investment Advisors's 13F portfolio: $1.5B in reported holdings, 588 positions. Top holdings and quarterly changes on SentiSense.