Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Soltis Investment Advisors LLC (CIK 1802530) reported $1.59B across 524 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($104.9M, 6.62%), NVDA ($83.8M, 5.29%), AAPL ($73.4M, 4.63%), BND ($60.2M, 3.80%), SPY ($50.7M, 3.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $104.9M | 6.62% | 283,455 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $83.8M | 5.29% | 480,511 | Added |
| 3 | AAPL | APPLE INC | $73.4M | 4.63% | 289,077 | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $60.2M | 3.80% | 817,815 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $50.7M | 3.20% | 78,004 | Added |
| 6 | AMZN | AMAZON COM INC | $36.6M | 2.31% | 175,940 | Trimmed |
| 7 | IVV | ISHARES TR | $31.1M | 1.96% | 47,660 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $22.5M | 1.42% | 78,404 | Trimmed |
| 9 | SCHF | SCHWAB STRATEGIC TR | $21.6M | 1.36% | 872,481 | Added |
| 10 | IJH | ISHARES TR | $20.4M | 1.29% | 301,861 | Added |
| 11 | JPST | J P MORGAN EXCHANGE TRADED F | $19.3M | 1.21% | 380,492 | Trimmed |
| 12 | META | META PLATFORMS INC | $18.7M | 1.18% | 32,755 | Added |
| 13 | TSLA | TESLA INC | $16.2M | 1.02% | 43,685 | Trimmed |
| 14 | CVX | CHEVRON CORPORATION | $15.8M | 1.00% | 76,393 | Added |
| 15 | MFSI | MFS ACTIVE EXCHANGE TRADED F | $14.0M | 0.88% | 471,473 | Added |
| 16 | QQQ | INVESCO QQQ TR | $13.0M | 0.82% | 22,567 | Added |
| 17 | LMT | LOCKHEED MARTIN CORP | $11.9M | 0.75% | 19,650 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $11.8M | 0.75% | 48,328 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $11.5M | 0.73% | 19,313 | Added |
| 20 | NKE | NIKE INC | $11.6M | 0.73% | 219,570 | Added |
| 21 | PAYX | PAYCHEX INC | $11.4M | 0.72% | 124,167 | Added |
| 22 | O | REALTY INCOME CORP | $10.9M | 0.69% | 177,498 | Added |
| 23 | ETR | ENTERGY CORP NEW | $11.0M | 0.69% | 97,558 | Added |
| 24 | MDT | MEDTRONIC PLC | $10.8M | 0.68% | 124,532 | Added |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $10.7M | 0.67% | 197,406 | Added |
Source: SEC Form 13F filings · as of 2026-03-31