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Solano Wealth Investment Advisors - Q1 2026 13F Filings

SO

Solano Wealth Investment Advisors LLC

CIK: 0002049179
Address: California Fairfield 1300 Oliver Road Suite 210
$200.66 M
Portfolio Value
34
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SYFI Ab Short Duration High Yield Etf
+$1.19 M
2. FVD First Trust Value Line Dividend Index Fund
+$743,638.49
3. XLRE Real Estate Select Sector Spdr Fund
+$457,336.16
4. IMTM Ishares Msci Intl Momentum Factor Etf
+$378,542.43
5. DGRW Wisdomtree Us Quality Dividend Growth Fund
+$286,798.31

Top Sells

Q1 2026
1. SDVY First Trust Smid Cap Rising Dividend Achievers Etf
−$250,458.99
2. XLK Technology Select Sector Spdr Fund
−$201,558
3. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
−$181,837.42
4. OMFL Invesco Russell 1000 Dynamic Multifactor Etf
−$143,265.53
5. RDVY First Trust Rising Dividend Achievers Etf
−$122,358.01

Asset Allocation

Stocks/ETFs
-0.56%
$200.66 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Solano Wealth Investment Advisors Q1 2026 Filing Summary

Solano Wealth Investment Advisors LLC filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 200.66 M reflecting a -0.56% change from the prior quarter, spanning 34 assets. The top 10 holdings comprised 71.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Solano Wealth Investment Advisors’s Q1 2026 Filing

Solano Wealth Investment Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Solano Wealth Investment Advisors reported a managed portfolio value of 200.66 M, consisting of 34 individual positions.

This page displays the raw filing documents. To see which stocks Solano Wealth Investment Advisors bought or sold during Q1 2026, please visit Solano Wealth Investment Advisors's Portfolio Analysis page.