Soltis Investment Advisors LLC: 13F holdings
CIK 18025302026Q2
| Positions | 613 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 613 (+59 vs prior quarter) |
|---|
| Reported value | $1.8bn (+13.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 506,039 | $101.3m | 5.6% |
| MSFT MICROSOFT CORP | 226,152 | $84.4m | 4.7% |
| AAPL APPLE INC | 254,423 | $73.6m | 4.1% |
| BND VANGUARD BD INDEX FDS | 870,986 | $63.9m | 3.6% |
| AMZN AMAZON COM INC | 166,333 | $39.6m | 2.2% |
| IVV ISHARES TR | 46,281 | $34.7m | 1.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 40,543 | $30.3m | 1.7% |
| GOOGL ALPHABET INC | 78,479 | $28.0m | 1.6% |
| SCHF SCHWAB STRATEGIC TR | 963,932 | $26.7m | 1.5% |
| IJH ISHARES TR | 299,852 | $23.1m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802530")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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