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Manager record

Soltis Investment Advisors LLC

St. George, UT · CIK 1802530 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.80BReported 13F valueQ2 2026 · as filed
688Holdings listed
+13.4%vs prior quartervalue change includes market moves
5Quarters on record
Jul 31Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.3B$1.3BQ2 2025398 holdingsQ3 2025: $1.4B$1.4BQ3 2025487 holdingsQ4 2025: $1.5B$1.5BQ4 2025528 holdingsQ1 2026: $1.6B$1.6BQ1 2026607 holdingsQ2 2026: $1.8B$1.8BQ2 2026688 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 31 2026 13F-HR · period Q2 2026

$1.80B · 688 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$1.59B · 607 holdings listed · View original SEC filing ↗
Apr 02 2026 13F-HR/A · period Q4 2025

$1.52B · 528 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$1.54B · 529 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$1.45B · 487 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$1.27B · 398 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 31, 2026 · Change methodology