Arkolith/Funds/Solano Wealth Investment Advisors LLC

Solano Wealth Investment Advisors LLC

CIK 2049179Wealth platform
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Solano Wealth Investment Advisors LLC holds a focused book of 34 stocks worth $200.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed First Trust Smid Cap Rising. Their largest long position is Invesco Nasdaq 100 ETF at 9% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
10
existing
Trimmed
12
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
72%
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.

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Information Technology
1%
Health Care
1%
Financials
0%
Consumer Discretionary
0%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

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

34 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$18.4M77.5K
9.2%
+1.5%
Added · +1K sh
2First TR Exchange-Traded FD
SHS
$18.4M390.4K
9.1%
+4.2%
Added · +16K sh
3First TR Exchange Traded FD
SMID RISNG ETF
$16.8M425.1K
8.4%
−1.5%
Reduced · −6K sh
4First TR Exchng Traded FD VI
FT VEST LADDERED
$16.7M495.1K
8.3%
+1.3%
Added · +6K sh
5AB Active Etfs Inc
SHORT DURATION H
$14.9M419.3K
7.4%
+8.7%
Added · +33K sh
6Wisdomtree TR
US QTLY DIV GRT
$14.5M165.5K
7.2%
+2.0%
Added · +3K sh
7Ishares TR
CORE S&P TTL STK
$13.0M91.0K
6.5%
−0.6%
Reduced · −568 sh
8Wisdomtree TR
ITL HDG QTLY DIV
$10.9M225.4K
5.4%
+2.1%
Added · +5K sh
9Invesco QQQ TR
UNIT SER 1
$10.7M18.5K
5.3%
−1.0%
Reduced · −192 sh
10Ishares TR
MSCI INTL MOMENT
$10.0M209.2K
5.0%
+3.9%
Added · +8K sh
11First TR Exchange Traded FD
RISNG DIVD ACHIV
$8.1M118.0K
4.0%
−1.5%
Reduced · −2K sh
12Select Sector SPDR TR
STATE STREET REA
$7.8M192.0K
3.9%
+6.2%
Added · +11K sh
13Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$7.7M128.8K
3.9%
−1.8%
Reduced · −2K sh
14First TR Exchange-Traded FD
CAP STRENGTH ETF
$7.7M82.6K
3.8%
−1.1%
Reduced · −955 sh
15State STR SPDR S&P 500 ETF T
TR UNIT
$6.1M9.4K
3.0%
−0.1%
Reduced · −15 sh
16Invesco Exch TRD SLF Idx FD
RUSL 2000 DYNM
$4.3M95.2K
2.1%
−2.4%
Reduced · −2K sh
17Invesco Exch Traded FD TR II
S&P 500 REVENUE
$2.1M18.6K
1.1%
−2.0%
Reduced · −375 sh
18SPDR Series Trust
STATE STREET SPD
$1.9M23.5K
0.9%
−8.9%
Reduced · −2K sh
19Natera Inc
COM
$1.7M8.7K
0.9%
Held
20Wisdomtree TR
WISDOMTREE US VA
$1.3M14.1K
0.7%
+5.0%
Added · +674 sh
21Lattice Strategies TR
HARTFORD MLT SML
$1.3M27.2K
0.7%
−4.1%
Reduced · −1K sh
22Alphabet Inc
CAP STK CL A
$1.2M4.3K
0.6%
Held
23Apple Inc
COM
$935K3.7K
0.5%
Held
24Ishares TR
S&P 500 GRWT ETF
$690K6.1K
0.3%
Held
25Eli Lilly & Co
COM
$515K560
0.3%
Held
26JPMorgan Chase & Co
COM
$478K1.6K
0.2%
Held
27Invesco Exch Traded FD TR II
S&P INTL MOMNT
$441K8.0K
0.2%
+16%
Added · +1K sh
28Visa Inc
COM CL A
$375K1.2K
0.2%
Held
29Franklin Templeton ETF TR
US MID CP MLTFCT
$354K6.4K
0.2%
−4.0%
Reduced · −267 sh
30Nvidia Corporation
COM
$322K1.8K
0.2%
Held
31SPDR Series Trust
STATE STREET SPD
$302K3.1K
0.2%
Held
32Copart Inc
COM
$266K8.0K
0.1%
Held
33Tesla Inc
COM
$230K620
0.1%
Held
34Vanguard Specialized Funds
DIV APP ETF
$215K1.0K
0.1%
Held
Showing all 34 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202634$200.7M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202635$201.8M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202534$207.3M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202536$194.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.