Soltis Investment Advisors LLC — 13F holdings
Soltis Investment Advisors LLC reported 688 holdings worth $1.80B in its 13F filing for Q2 2026, filed July 31, 2026.
Largest positions
- MSFT MICROSOFT CORP — $112M (6.3%)
- NVDA NVIDIA CORPORATION — $103M (5.7%)
- AAPL APPLE INC — $78.9M (4.4%)
- BND VANGUARD BD INDEX FDS — $63.9M (3.6%)
- AMZN AMAZON COM INC — $40.7M (2.3%)
- IVV ISHARES TR — $34.7M (1.9%)
- SPY SPDR S&P 500 ETF TR — $34.0M (1.9%)
- GOOGL ALPHABET INC — $28.7M (1.6%)
- SCHF SCHWAB STRATEGIC TR — $26.7M (1.5%)
- IJH ISHARES TR — $23.1M (1.3%)