Arkolith/Funds/Soltis Investment Advisors LLC

Soltis Investment Advisors LLC

CIK 1802530
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Soltis Investment Advisors LLC holds a diversified book of 613 stocks worth $1.7B as of Q2 2026 (disclosed Jul 31, 2026, a ~45-day 13F lag). This quarter they opened Cboe Global Markets Inc and trimmed Microsoft Corp. Their largest long position is Nvidia Corp at 6% of the equity book. They also disclosed $28.0M in put options (a bearish bet) and $35.8M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2026 would be +6% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Soltis Investment Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
108
new positions
Added to
290
existing
Trimmed
188
reduced
Sold out
49
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+6.3%
+13.3%/yr · since Feb '26
Their reported book
+3.3%
held from quarter-end
S&P 500
+9.6%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Soltis Investment Advisors LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.0 points over this window.

Growth of $10,000 cloning Soltis Investment Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
29%
Top 20 holdings
39%

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

Direct sector allocation

66% mapped to company sectors

ETF / fund or unclassified
34%
Information Technology
28%
Industrials
8%
Consumer Discretionary
7%
Financials
5%
Health Care
5%
Materials
3%
Consumer Staples
2%

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.

613 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$101.3M506.0K
5.8%
+6.7%
Added · +32K sh
2Microsoft Corp
COM
$84.4M226.2K
4.9%
~0%
Reduced · −103 sh
3Apple Inc
COM
$73.6M254.4K
4.2%
−4.9%
Reduced · −13K sh
4Vanguard BD Index FDS
TOTAL BND MRKT
$63.9M871.0K
3.7%
+6.5%
Added · +53K sh
5Amazon Com Inc
COM
$39.6M166.3K
2.3%
−4.5%
Reduced · −8K sh
6Ishares TR
CORE S&P500 ETF
$34.7M46.3K
2.0%
−2.9%
Reduced · −1K sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$30.3M40.5K
1.7%
−44%
Reduced · −32K sh
8Alphabet Inc
CAP STK CL A
$28.0M78.5K
1.6%
+2.6%
Added · +2K sh
9Schwab Strategic TR
INTL EQTY ETF
$26.7M963.9K
1.5%
+10%
Added · +91K sh
10Ishares TR
CORE S&P MCP ETF
$23.1M299.9K
1.3%
−0.7%
Reduced · −2K sh
11J P Morgan Exchange Traded F
ULTRA SHRT ETF
$18.9M374.5K
1.1%
−1.6%
Reduced · −6K sh
12Tesla Inc
COM
$18.0M42.7K
1.0%
−2.1%
Reduced · −943 sh
13MFS Active Exchange Traded F
INTERNATINL ETF
$16.7M514.0K
1.0%
+9.0%
Added · +43K sh
14Vanguard Index FDS
TOTAL STK MKT
$16.4M44.4K
0.9%
+116%
Added · +24K sh
15Applied Matls Inc
COM
$16.2M22.4K
0.9%
+2.6%
Added · +580 sh
16Invesco QQQ TR
UNIT SER 1
$15.9M21.6K
0.9%
−4.3%
Reduced · −973 sh
17Vanguard Index FDS
S&P 500 ETF SHS
$15.9M23.1K
0.9%
+20%
Added · +4K sh
18Micron Technology Inc
COM
$15.8M13.7K
0.9%
+161%
Added · +8K sh
19Meta Platforms Inc
CL A
$15.1M26.8K
0.9%
+3.8%
Added · +981 sh
20Broadcom Inc
COM
$13.8M36.5K
0.8%
+15%
Added · +5K sh
21Unitedhealth Group Inc
COM
$13.2M31.7K
0.8%
+4.7%
Added · +1K sh
22Paychex Inc
COM
$12.8M130.0K
0.7%
+4.7%
Added · +6K sh
23Johnson & Johnson
COM
$12.7M50.0K
0.7%
+3.4%
Added · +2K sh
24Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$12.2M204.6K
0.7%
+3.7%
Added · +7K sh
25Alphabet Inc
CAP STK CL C
$12.2M34.5K
0.7%
~0%
Reduced · −2 sh
26Realty Income Corp
COM
$11.9M192.7K
0.7%
+8.6%
Added · +15K sh
27Chevron Corporation
COM
$11.9M71.9K
0.7%
−5.9%
Reduced · −5K sh
28JPMorgan Chase & Co
COM
$11.8M36.1K
0.7%
+11%
Added · +3K sh
29Citigroup Inc
COM NEW
$11.4M81.6K
0.7%
+5.5%
Added · +4K sh
30Innovator Etfs Trust
EQUI DEFI SEPT
$11.4M413.4K
0.7%
42×
Added · +404K sh
31American Elec PWR Co Inc
COM
$11.2M81.7K
0.6%
+6.6%
Added · +5K sh
32Taiwan Semiconductor Manufac
SPONSORED ADS
$11.0M23.1K
0.6%
+8.1%
Added · +2K sh
33Enbridge Inc
COM
$10.8M199.7K
0.6%
+3.9%
Added · +7K sh
34Ge Vernova Inc
COM
$10.8M9.2K
0.6%
+8.8%
Added · +742 sh
35Amgen Inc
COM
$10.6M29.2K
0.6%
+7.0%
Added · +2K sh
36Coca Cola Co
COM
$10.5M128.9K
0.6%
+6.9%
Added · +8K sh
37Ishares TR
CORE S&P SCP ETF
$10.4M70.1K
0.6%
−0.9%
Reduced · −659 sh
38Lockheed Martin Corp
COM
$10.4M20.4K
0.6%
+3.8%
Added · +740 sh
39Medtronic PLC
SHS
$10.4M132.6K
0.6%
+6.5%
Added · +8K sh
40Ishares TR
S&P 500 GRWT ETF
$10.3M75.1K
0.6%
+2.5%
Added · +2K sh
41Caterpillar Inc
COM
$10.0M9.4K
0.6%
+3.1%
Added · +285 sh
42Hershey Co
COM
$9.7M55.5K
0.6%
+15%
Added · +7K sh
43Rio Tinto PLC
SPONSORED ADR
$9.7M102.4K
0.6%
+5.8%
Added · +6K sh
44American Tower Corp
COM
$9.6M58.7K
0.6%
+9.3%
Added · +5K sh
45Pepsico Inc
COM
$9.6M70.8K
0.6%
+6.7%
Added · +4K sh
46Equity Residential
SH BEN INT
$9.4M138.8K
0.5%
+6.7%
Added · +9K sh
47Procter & Gamble Co
COM
$9.4M64.0K
0.5%
+3.4%
Added · +2K sh
48Entergy Corp New
COM
$9.3M80.9K
0.5%
−17%
Reduced · −17K sh
49Abbvie Inc
COM
$9.0M35.9K
0.5%
+6.5%
Added · +2K sh
50ASML Hldg NV
N Y REGISTRY SHS
$8.9M4.5K
0.5%
+4.9%
Added · +207 sh
Showing 50 of 613 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$28.0M
Call notional (bullish)$35.8M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishMICROSOFT CORPMSFT$25.1M67K
PUT · bearishMICRON TECHNOLOGY INCMU$5.8M5K
PUT · bearishAPPLE INCAAPL$4.9M17K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$3.9M7K
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$3.7M5K
PUT · bearishMICROSOFT CORPMSFT$2.9M8K
PUT · bearishEATON CORP PLCETN$2.7M6K
PUT · bearishMCKESSON CORPMCK$2.5M3K
PUT · bearishVANECK SEMICONDUCTOR ETFSMH$2.5M4K
PUT · bearishNVIDIA CORPNVDA$980K5K
PUT · bearishTRAVELERS COS INC/THETRV$825K3K
CALL · bullishAMAZON.COM INCAMZN$763K3K
CALL · bullishALPHABET INC-CL AGOOGL$679K2K
PUT · bearishPHILIP MORRIS INTERNATIONALPM$633K4K
PUT · bearishDOMINO'S PIZZA INCDPZ$503K2K
PUT · bearishSERVICENOW INCNOW$457K5K
PUT · bearishC.H. ROBINSON WORLDWIDE INCCHRW$414K2K
CALL · bullishAPPLE INCAAPL$405K1K
PUT · bearishFAIR ISAAC CORPFICO$358K300
CALL · bullishALPHABET INC-CL CGOOG$353K1K
PUT · bearishAMAZON.COM INCAMZN$334K1K
PUT · bearishTHERMO FISHER SCIENTIFIC INCTMO$301K600
PUT · bearishQUALCOMM INCQCOM$296K2K
PUT · bearishENTERPRISE PRODUCTS PARTNERSEPD$294K8K
CALL · bullishCOSTCO WHOLESALE CORPCOST$281K300

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 35 option legs.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026688$1.8B13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026607$1.6B13F-HR
Q4 2025Dec 31, 2025Apr 2, 2026528$1.5B13F-HR/A
Amended / restated
  • Q4 2025 · filed Feb 5, 202613F-HR · superseded

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. The performance line is a simulation of the disclosed long book, not an audited return.