Soltis Investment Advisors LLC - Portfolio Stock Holdings
Soltis Investment Advisors LLC disclosed 658 stock positions in a recent SEC 13F filing. $1,725,372,955 of stock holdings were filed, with the largest holdings including NVDA, MSFT, and AAPL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $12,036,590,400 and has 121 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
658Est. Stock Holding Value:
$1,725,372,955Top Stock Holdings By Sector
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Portfolio Stock Holdings - Soltis Investment Advisors LLC
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Portfolio Options Holdings - Soltis Investment Advisors LLC
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