Soltis Investment Advisors LLC
All 13F Filings
- Location
- St. George, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,517,216
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 4/2/2026 | 528 | 1,517,216 | 13F-HR/A - RESTATEMENT | Soltis Investment Advisors LLC |
| Q4 2025 | 2/5/2026 | 529 | 1,540,759 | 13F-HR | Soltis Investment Advisors LLC |
| Q3 2025 | 11/12/2025 | 478 | 1,446,992 | 13F-HR | Soltis Investment Advisors LLC |
| Q2 2025 | 8/6/2025 | 395 | 1,272,826 | 13F-HR | Soltis Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.063 M | 70.0% | 0 | 162 K | -162 K |
| ETFs | 450.9 K | 29.7% | 233.9 K | 0 | 233.9 K |
| Debt | 3.025 K | 0.2% | 0 | 27 | -27 |
| Other | 460 | 0.0% | 0 | 402 | -402 |
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Fund Snapshot
Q4 2025
Latest filed
4/2/2026
Total value ($000)
1,517,216
Holdings
528
QoQ value change ($000)
70,224
(4.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.