DOSSIER · 13F-HR · Q3 2026
Solano Wealth Investment Advisors LLC
$221M in tracked AUM across 38 positions as of Q3 2026.
SW
CIK 0002049179 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Solano Wealth Investment Advisors LLC manages a concentrated portfolio totaling approximately $166.73 million across 24 holdings as of September 30, 2025. The firm employs a strategy heavily reliant on Exchange Traded Funds (ETFs), which constitute roughly 74.4% of the total portfolio value ($124.09M). The portfolio is relatively top-heavy, with the top 10 positions accounting for over 85% of the total assets.
The firm executed a significant rebalancing act during the qu...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.