13F filer

Soltis Investment Advisors

As of Sep 30, 2026 Filed Oct 28, 2026 CIK 1802530 SEC filings ↗

13F Value

$2.19B

Positions

770

Top Position

NVDA5.7%

Top 5

21.0%

Latest filing changes

vs Jun 30, 2026

1 PYLD PIMCO Multisector Bond Active Exchange-Traded Fund >999%+$32.3M

2 AAPL Apple +23.2%+$19.6M

3 VOO Vanguard 500 Index Fund — ETF Shares +73.5%+$11.9M

4 NVDA NVIDIA +8.7%+$10.0M

5 GOOGL Alphabet Class A +24.6%+$6.6M

Holdings770

#
1	NVDA NVIDIA	5.7%	$125.6M	+8.7%	549.9K	5.6%	Common Stock
2	MSFT Microsoft	5.6%	$121.8M	+5.0%	237.6K	4.7%	Common Stock
3	AAPL Apple	4.8%	$104.4M	+23.2%	313.4K	4.1%	Common Stock
4	BND Vanguard Total Bond Market Index Fund — ETF Shares	2.9%	$64.1M	+5.0%	914.2K	3.6%	ETF
5	AMZN Amazon	2.0%	$42.9M	+3.6%	172.2K	2.2%	Common Stock
6	IVV iShares Core S&P 500 ETF	1.8%	$39.5M	+11.6%	51.6K	1.9%	ETF
7	PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	1.6%	$34.4M	>999%	1.35M	0.1%	ETF
8	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 97,749 reported quantity $33,633,639 reported value	1.5%	$33.6M	+24.6%	97.7K	1.6%	Common Stock
9	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.5%	$32.3M	+4.4%	42.3K	1.7%	ETF
10	VOO Vanguard 500 Index Fund — ETF Shares	1.3%	$28.1M	+73.5%	40.1K	0.9%	ETF
11	SCHF Schwab International Equity ETF	1.3%	$28.0M	+5.8%	1.02M	1.5%	ETF
12	IJH iShares Core S&P Mid-Cap ETF	1.0%	$22.6M	+4.7%	313.8K	1.3%	ETF
13	META Meta Platforms	1.0%	$22.1M	+13.3%	30.4K	0.8%	Common Stock
14	TSLA Tesla	0.9%	$19.6M	+29.0%	55.1K	1.0%	Common Stock
15	JPST JPMorgan Ultra-Short Income ETF	0.9%	$19.1M	+1.0%	378.3K	1.1%	ETF
16	QQQ Invesco QQQ Trust, Series 1	0.8%	$18.3M	+14.8%	24.8K	0.9%	ETF
17	MFSI MFS Active International ETF	0.8%	$18.1M	+8.0%	555.4K	0.9%	ETF
18	AVGO Broadcom	0.8%	$18.1M	+41.6%	51.6K	0.8%	Common Stock
19	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	0.8%	$17.2M	+3.6%	46.0K	0.9%	ETF
20	CVX Chevron	0.8%	$16.4M	+12.1%	80.5K	0.7%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing30

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.