Soltis Investment Advisors LLC
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$1.6B
Holdings
551
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IYW
ISHARE DOW JONES TECH
Q1 2026: Increased +14.7% (7.1k → 8.1k shares)
7.7%
02
$MSFT
MICROSOFT CORP
Q1 2026: Increased +51.1% (36.7k → 55.5k shares)
6.6%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +14.2% (89.2k → 101.8k shares)
5.3%
04
$AAPL
APPLE INC
Q1 2026: Increased +2.2% (95.4k → 97.6k shares)
4.5%
05
$BND
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 14.9k shares)
3.8%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 3.5% (33.9k → 32.7k shares)
3.2%
07
$AMZN
AMAZON COM INC
Q1 2026: Increased +4.6% (55.2k → 57.7k shares)
2.3%
08
$IVV
ISHARES TR
Q1 2026: Increased +18.4% (12.8k → 15.1k shares)
2.0%
09
$GOOGL
ALPHABET INC
Q1 2026: Increased +2.9% (37.8k → 38.9k shares)
1.4%
10
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: New position (42.5k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:32 UTC.