Soltis Investment Advisors
$1.7B 13F equity value
661 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Soltis Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 506,039 | $101M | 5.8% |
| MSFT | MICROSOFT CORP | 226,152 | $84M | 4.9% |
| AAPL | APPLE INC | 254,423 | $74M | 4.2% |
| BND | VANGUARD BD INDEX FDS | 870,986 | $64M | 3.7% |
| AMZN | AMAZON COM INC | 166,333 | $40M | 2.3% |
| IVV | ISHARES TR | 46,281 | $35M | 2.0% |
| SPY | STATE STR SPDR S&P 500 ETF T | 40,543 | $30M | 1.7% |
| GOOGL | ALPHABET INC | 78,479 | $28M | 1.6% |
| SCHF | SCHWAB STRATEGIC TR | 963,932 | $27M | 1.5% |
| IJH | ISHARES TR | 299,852 | $23M | 1.3% |
Track Soltis Investment Advisors's 13F portfolio: $1.7B in reported holdings, 661 positions. Top holdings and quarterly changes on SentiSense.
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