Arkolith/Funds/Solano Wealth Investment Advisors LLC

Solano Wealth Investment Advisors LLC

CIK 2049179Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Solano Wealth Investment Advisors LLC holds a focused book of 35 reported positions worth $219.8M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened SS Technology Select Sector and trimmed Invesco Nasdaq 100 ETF. Their largest long position is Invesco Nasdaq 100 ETF at 10% of the reported non-option book.

Solano Wealth Investment Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
1
bought for the first time
Sold out
0
exited the position entirely
nothing exited

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
71%
Top 20 holdings
96%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

3% mapped to company sectors

ETFs / funds
97%
Health Care
1%
Information Technology
1%

+2 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Solano Wealth Investment Advisors LLC

Manager / fundShared namesTheir $ in those
Shanda Asset Management Holdings Ltd3 / 35$1.8B
Ramsey Quantitative Systems3 / 35$95.2M
Prospect Hill Management, LLC4 / 35$211.1M
9823 Capital, L.P.4 / 35$105.5M
Marest Capital, LLC5 / 35$141.0M
Wallace Hart LLC5 / 35$110.7M
Sloy Dahl & Holst, LLC8 / 35$544.8M
XP Advisory US, Inc.7 / 35$121.8M

Ranked by the share of each fund's own book sitting in the names it shares with Solano Wealth Investment Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

35 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$22.8M75.3K
10.4%
−2.8%
Reduced · −2K sh
2First TR Exchange Traded FD
SMID RISNG ETF
$18.0M416.9K
8.2%
−1.9%
Reduced · −8K sh
3First TR Exchange-Traded FD
SHS
$18.0M372.8K
8.2%
−4.5%
Reduced · −18K sh
4First TR Exchng Traded FD VI
FT LADD BUFF ETF
$17.9M489.6K
8.1%
−1.1%
Reduced · −5K sh
5Wisdomtree TR
US QTLY DIV GRT
$15.3M159.8K
7.0%
−3.5%
Reduced · −6K sh
6Ishares TR
CORE S&P TTL STK
$14.9M90.7K
6.8%
−0.3%
Reduced · −234 sh
7Invesco QQQ TR
UNIT SER 1
$13.5M18.4K
6.2%
−0.4%
Reduced · −71 sh
8AB Active Etfs Inc
SHOR DU YIEL ETF
$12.9M361.7K
5.9%
−14%
Reduced · −58K sh
9Wisdomtree TR
ITL HDG QTLY DIV
$11.9M226.8K
5.4%
+0.6%
Added · +1K sh
10Ishares TR
MSCI INTL MOMENT
$11.2M209.8K
5.1%
+0.3%
Added · +581 sh
11First TR Exchange Traded FD
RISNG DIVD ACHIV
$9.4M115.4K
4.3%
−2.2%
Reduced · −3K sh
12Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$8.7M127.6K
4.0%
−0.9%
Reduced · −1K sh
13Select Sector SPDR TR
ST STR REAL ETF
$8.4M190.9K
3.8%
−0.6%
Reduced · −1K sh
14First TR Exchange-Traded FD
CAP STRENGTH ETF
$7.6M81.3K
3.5%
−1.6%
Reduced · −1K sh
15State STR SPDR S&P 500 ETF T
TR UNIT
$7.0M9.4K
3.2%
−0.3%
Reduced · −25 sh
16Invesco Exch TRD SLF Idx FD
RUSL 2000 DYNM
$5.1M94.7K
2.3%
−0.5%
Reduced · −464 sh
17Natera Inc
COM
$2.4M8.7K
1.1%
Held
18Invesco Exch Traded FD TR II
S&P 500 REVENUE
$2.3M18.4K
1.1%
−1.0%
Reduced · −187 sh
19SPDR Series Trust
ST STR PR SP1500
$2.1M23.0K
0.9%
−2.4%
Reduced · −565 sh
20Alphabet Inc
CAP STK CL A
$1.5M4.3K
0.7%
Held
21Lattice Strategies TR
HARTFORD MLT SML
$1.5M27.0K
0.7%
−0.7%
Reduced · −177 sh
22Wisdomtree TR
US VALUE FD
$1.2M11.9K
0.6%
−15%
Reduced · −2K sh
23Apple Inc
COM
$1.1M3.7K
0.5%
Held
24Ishares TR
S&P 500 GRWT ETF
$816K5.9K
0.4%
−2.8%
Reduced · −170 sh
25Eli Lilly & Co
COM
$672K560
0.3%
Held
26Invesco Exch Traded FD TR II
S&P INTL MOMNT
$535K8.9K
0.2%
+10%
Added · +819 sh
27JPMorgan Chase & Co
COM
$532K1.6K
0.2%
−0.1%
Reduced · −1 sh
28Visa Inc
COM CL A
$426K1.2K
0.2%
Held
29Franklin Templeton ETF TR
US MID CP MLTFCT
$370K6.4K
0.2%
−0.8%
Reduced · −50 sh
30Nvidia Corporation
COM
$369K1.8K
0.2%
Held
31SPDR Series Trust
ST STR P500GRW
$366K3.1K
0.2%
Held
32Select Sector SPDR TR
ST STR TECHN ETF
$267K1.4K
0.1%
New
New position
33Tesla Inc
COM
$261K620
0.1%
Held
34Vanguard Specialized Funds
DIV APP ETF
$237K1.0K
0.1%
Held
35Copart Inc
COM
$226K8.0K
0.1%
Held
Showing all 35 positions
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Filing history

As-of date vs the date the SEC received each filing

$219.8M · Q2 2026Q2 2025 · $194.8MQ2 2026 · $219.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d35$219.8M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d34$200.7M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d35$201.8M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d34$207.3M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d36$194.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.