Soltis Investment Advisors LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001802530 · ST. GEORGE, UT

As of Sep 30, 2025, Soltis Investment Advisors LLC reported 487 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
MICROSOFT CORP	MSFT	Technology	196,720	01.9M	7.70%
APPLE INC	AAPL	Technology	285,736	$72.8M	5.50%
NVIDIA CORP	NVDA	Technology	388,752	$72.5M	5.48%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	761,778	$56.7M	4.28%
AMAZON.COM INC	AMZN	Equity	160,303	$35.2M	2.66%
ISHARES CORE S&P 500 ETF	IVV	—	52,113	$34.9M	2.64%
JPMORGAN ULTRA-SHORT INCOME	JPST	—	463,653	$23.5M	1.78%
SECURITY NATL FINL CORP	SNFCA	Financial Services	2,637,795	$22.9M	1.73%
SPDR S&P 500 ETF TRUST	SPY	—	33,830	$22.5M	1.70%
NETFLIX INC	NFLX	Communication Services	17,691	$21.2M	1.60%
ALPHABET INC	GOOGL	Equity	84,354	$20.5M	1.55%
TESLA INC	TSLA	Consumer Cyclical	45,365	$20.2M	1.52%
META PLATFORMS INC	META	Communication Services	27,003	9.8M	1.50%
ISHARES CORE S&P MID-CAP ETF	IJH	—	302,519	9.7M	1.49%
BROADCOM INC	AVGO	Technology	53,548	7.7M	1.33%
SCHWAB INTERNATIONAL EQUITY ETF	SCHF	—	725,890	6.9M	1.28%
NIKE INC	NKE	Consumer Cyclical	186,357	3.0M	0.98%
MFS ACTIVE EXCHANGE TRADED F	MFSI	—	405,365	2.0M	0.90%
CHEVRON CORP	CHV	Energy	72,901	1.3M	0.86%
INVESCO QQQ TRUST SERIES 1	QQQ	—	18,071	0.8M	0.82%
INNOVATOR US EQUITY POWER BUFFER ETF - DECEMBER	PDEC	—	251,780	0.6M	0.80%
INNOVATOR EQUITY DEFINED PROTECTION ETF - 6 MO JAN/JUL	JAJL	—	364,994	0.5M	0.79%
JOHNSON & JOHNSON	JNJ	Healthcare	56,150	0.4M	0.79%
UNITEDHEALTH GROUP INC	UNH	Healthcare	28,726	$9.9M	0.75%
RIO TINTO LTD	RIO	Basic Materials	146,469	$9.7M	0.73%