StockDriftsStockDriftsTop 50 Soltis Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.84% | 506.0K | $101.3M | +6.71%(+31.83K) | $113.31(+94.57%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.87% | 226.2K | $84.4M | -0.05%(-103) | $341.75(+47.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.25% | 254.4K | $73.6M | -4.92%(-13.15K) | $167.07(+83.55%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.69% | 871.0K | $63.9M | +6.50%(+53.17K) | $73.57(-1.74%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.29% | 166.3K | $39.6M | -4.48%(-7.81K) | $169.69(+62.03%) | 2026-06-30 | |
| IVV | ISHARES TR | 2% | 46.3K | $34.7M | -2.89%(-1.38K) | $395.29(+96.65%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.75% | 40.5K | $30.3M | -43.77%(-31.56K) | $578.74(+33.66%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.62% | 78.5K | $28.0M | +2.58%(+1.98K) | $163.59(+114.85%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.54% | 963.9K | $26.7M | +10.48%(+91.45K) | $19.53(+44.72%) | 2026-06-30 | |
| IJH | ISHARES TR | 1.33% | 299.9K | $23.1M | -0.67%(-2.01K) | $45.58(+70.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.00% | +40.48% | +5.35% | +29.79% |
| Top 20 Holdings Unweighted | +13.21% | +45.11% | +5.86% | +32.95% |
Soltis Investment Advisors LLC reports $1.80B in US-listed equity holdings across 613 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.8%), MSFT (4.9%) and AAPL (4.3%). The top 20 holdings account for 38.55% of reported assets. Its disclosed equity book has returned +40.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Soltis Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802530). View Soltis Investment Advisors LLC’s 13F filings on SEC