Soltis Investment Advisors LLC has filed its latest 13F-HR, reporting a total portfolio value of approximately $2.19 billion as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and positions within the financial services industry.

The filing, submitted on October 28, 2026, reveals a total of 814 entries in the firm's portfolio. This marks a continued commitment to transparency in portfolio management, allowing stakeholders to understand the firm's investment focus.

Background

Soltis Investment Advisors LLC, incorporated in Utah, operates within the financial services sector. The firm is recognized for its investment advisory services, managing a diverse portfolio that includes various asset classes. The company's recent filings include several 13F-HR reports, with the latest being filed on October 28, 2026, under accession number 0001802530-26-000006.

What the Filing Says

The 13F-HR filing indicates a total portfolio value of $2,190,254,514. The report includes significant holdings in well-known companies, showcasing Soltis's strategic investment approach. The filing also highlights the firm's commitment to maintaining a diversified portfolio, which is essential for managing risk and optimizing returns.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors within the financial services industry. By disclosing its holdings, Soltis Investment Advisors provides valuable insights that can influence investment decisions and strategies across the sector.

What's Next

The filing does not specify what happens next, leaving stakeholders to await further updates from Soltis Investment Advisors regarding its investment strategy and portfolio adjustments.