13F Insight
DOSSIER · 13F-HR · Q1 2026

Soltis Investment Advisors LLC

$1.6B in tracked AUM across 607 positions as of Q1 2026.

SI
CIK 0001802530 · last filed Mar 31, 2026
Total AUM
$1.6B
as of Q1 2026
Holdings
607
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Soltis Investment Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$105M283K6.6%02
NVDA
NVIDIA CORPORATION
$84M481K5.3%03
AAPL
APPLE INC
$73M289K4.6%04
BND
VANGUARD BD INDEX FDS
$60M818K3.8%05
SPY
STATE STR SPDR S&P 500 ETF T
$51M78K3.2%06
AMZN
AMAZON COM INC
$37M176K2.3%07
IVV
ISHARES TR
$31M48K2.0%08
GOOGL
ALPHABET INC
$23M78K1.4%09
SCHF
SCHWAB STRATEGIC TR
$22M872K1.4%10
IJH
ISHARES TR
$20M302K1.3%

Filing history

2026Q1Mar 31
$1.6B▲ 4.5%
607 positionsView →2025Q4Dec 31
$1.5B▲ 4.9%
528 positionsView →2025Q3Sep 30
$1.4B▲ 13.7%
487 positionsView →2025Q2Jun 30
$1.3B▲ 13.7%
398 positionsLocked2025Q1Mar 31
$1.1B▲ 3.7%
370 positionsLocked2024Q4Dec 31
$1.1B▲ 5.5%
372 positionsLocked2024Q3Sep 30
$1.0B▲ 8.3%
364 positionsLocked2024Q2Jun 30
$945M▲ 5.8%
334 positionsLocked2024Q1Mar 31
$893M▲ 0.8%
296 positionsLocked2023Q4Dec 31
$886M▲ 14.0%
284 positionsLocked2023Q3Sep 30
$777M▼ 9.7%
260 positionsLocked2023Q2Jun 30
$860M▲ 9.4%
259 positionsLocked
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