Soltis Investment Advisors LLC - Portfolio Stock Holdings
Soltis Investment Advisors LLC disclosed 586 stock positions in a recent SEC 13F filing. $1,516,294,640 of stock holdings were filed, with the largest holdings including MSFT, NVDA, and AAPL. This filing represented positions held on March 31, 2026, and was filed on April 27, 2026.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:
March 31, 2026No. of Stocks:
586Est. Stock Holding Value:
$1,516,294,640Top 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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