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Solano Wealth Investment Advisors Llc

Portfolio Manager
Solano Wealth Investment Advisors LLC
Performance
-1.65% (2026 Q1)
AUM (13F)
$200.66M
# of Holdings
34
Performance Rank
Allocation (Top 20)
96.18%

Solano Wealth Investment Advisors Llc Holdings Map

Top 34 Solano Wealth Investment Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQM
INVESCO EXCH TRADED FD TR II
9.17%77.5K$18.4M
+1.52%(+1.16K)
2025-Q1: 78.1K shares2025-Q2: 80.9K shares2025-Q3: 82.5K shares2025-Q4: 76.3K shares2026-Q1: 77.5K shares
$206.87(+41.10%)
2026-03-31
FVD
FIRST TR EXCHANGE-TRADED FD
9.15%390.4K$18.4M
+4.22%(+15.81K)
2025-Q1: 200.3K shares2025-Q2: 352.8K shares2025-Q3: 369.0K shares2025-Q4: 374.6K shares2026-Q1: 390.4K shares
$44.49(+4.79%)
2026-03-31
SDVY
FIRST TR EXCHANGE TRADED FD
8.35%425.1K$16.8M
-1.47%(-6.35K)
2025-Q1: 405.1K shares2025-Q2: 421.6K shares2025-Q3: 431.9K shares2025-Q4: 431.5K shares2026-Q1: 425.1K shares
$35.88(+13.71%)
2026-03-31
BUFR
FIRST TR EXCHNG TRADED FD VI
8.33%495.1K$16.7M
+1.30%(+6.34K)
2025-Q1: 519.0K shares2025-Q2: 494.5K shares2025-Q3: 495.5K shares2025-Q4: 488.7K shares2026-Q1: 495.1K shares
$30.23(+19.30%)
2026-03-31
SYFI
AB ACTIVE ETFS INC
7.42%419.3K$14.9M
+8.68%(+33.50K)
2025-Q1: 0 shares2025-Q2: 370.7K shares2025-Q3: 378.8K shares2025-Q4: 385.8K shares2026-Q1: 419.3K shares
$35.76(-0.45%)
2026-03-31
DGRW
WISDOMTREE TR
7.25%165.5K$14.5M
+2.01%(+3.27K)
2025-Q1: 133.0K shares2025-Q2: 158.6K shares2025-Q3: 162.4K shares2025-Q4: 162.3K shares2026-Q1: 165.5K shares
$82.14(+16.62%)
2026-03-31
ITOT
ISHARES TR
6.46%91.0K$13.0M
-0.62%(-568)
2025-Q1: 93.5K shares2025-Q2: 93.8K shares2025-Q3: 92.5K shares2025-Q4: 91.5K shares2026-Q1: 91.0K shares
$127.12(+26.73%)
2026-03-31
IHDG
WISDOMTREE TR
5.41%225.4K$10.9M
+2.16%(+4.76K)
2025-Q1: 117.0K shares2025-Q2: 208.7K shares2025-Q3: 219.1K shares2025-Q4: 220.6K shares2026-Q1: 225.4K shares
$44.66(+11.03%)
2026-03-31
QQQ
INVESCO QQQ TR
5.31%18.5K$10.7M
-1.03%(-192)
2025-Q1: 20.7K shares2025-Q2: 20.9K shares2025-Q3: 20.6K shares2025-Q4: 18.7K shares2026-Q1: 18.5K shares
$499.79(+41.85%)
2026-03-31
IMTM
ISHARES TR
5.01%209.2K$10.0M
+3.92%(+7.88K)
2025-Q1: 0 shares2025-Q2: 182.9K shares2025-Q3: 196.7K shares2025-Q4: 201.3K shares2026-Q1: 209.2K shares
$43.33(+19.58%)
2026-03-31

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