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

  1. MSFT MICROSOFT CORP — $112M (6.3%)
  2. NVDA NVIDIA CORPORATION — $103M (5.7%)
  3. AAPL APPLE INC — $78.9M (4.4%)
  4. BND VANGUARD BD INDEX FDS — $63.9M (3.6%)
  5. AMZN AMAZON COM INC — $40.7M (2.3%)
  6. IVV ISHARES TR — $34.7M (1.9%)
  7. SPY SPDR S&P 500 ETF TR — $34.0M (1.9%)
  8. GOOGL ALPHABET INC — $28.7M (1.6%)
  9. SCHF SCHWAB STRATEGIC TR — $26.7M (1.5%)
  10. IJH ISHARES TR — $23.1M (1.3%)