Solano Wealth Investment Advisors LLC
Annual return '25
+20.1%
SPY '25
+17.7%
Alpha
+2.4ptsvs SPY
Invested
$200.7M
Holdings
34
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QQQM
INVESCO EXCH TRADED FD TR II
Q4 2025: Sold 7.5% (82.5k → 76.3k shares)
9.2%
02
$FVD
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Increased +1.5% (369.0k → 374.6k shares)
9.1%
03
$SDVY
FIRST TR EXCHANGE TRADED FD
Q3 2025: Increased +2.4% (421.6k → 431.9k shares)
8.4%
04
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Sold 1.4% (495.5k → 488.7k shares)
8.3%
05
$SYFI
AB ACTIVE ETFS INC
Q4 2025: Increased +1.9% (378.8k → 385.8k shares)
7.4%
06
$DGRW
WISDOMTREE TR
Q3 2025: Increased +2.4% (158.6k → 162.4k shares)
7.2%
07
$ITOT
ISHARES TR
Q4 2025: Sold 1.1% (92.5k → 91.5k shares)
6.5%
08
$IHDG
WISDOMTREE TR
Q4 2025: Increased +0.7% (219.1k → 220.6k shares)
5.4%
09
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 9.4% (20.6k → 18.7k shares)
5.3%
10
$IMTM
ISHARES TR
Q4 2025: Increased +2.4% (196.7k → 201.3k shares)
5.0%
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 13:31 UTC.