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Solano Wealth Investment Advisors - Q2 2026 13F Filings

SO

Solano Wealth Investment Advisors LLC

CIK: 0002049179
Address: California Fairfield 1300 Oliver Road Suite 210
$219.75 M
Portfolio Value
35
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. XLK Technology Select Sector Spdr Fund
+$266,728
2. IHDG Wisdomtree International Hed
+$74,746.46
3. IDMO Invesco S&P International Developed Momentum Etf
+$49,382.42
4. IMTM Ishares Msci Intl Momentum Factor Etf
+$30,984.8

Top Sells

Q2 2026
1. SYFI Ab Short Duration High Yield Etf
−$2.06 M
2. FVD First Trust Value Line Dividend Index Fund
−$845,801.56
3. QQQM Invesco Nasdaq 100 Etf
−$661,691.7
4. DGRW Wisdomtree Us Quality Dividend Growth Fund
−$550,677.16
5. SDVY First Trust Smid Cap Rising Dividend Achievers Etf
−$352,152.66

Asset Allocation

Stocks/ETFs
+9.51%
$219.75 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Solano Wealth Investment Advisors Q2 2026 Filing Summary

Solano Wealth Investment Advisors LLC filed its 13F report for Q2 2026 on July 29, 2026. The portfolio totaled 219.75 M reflecting a +9.51% change from the prior quarter, spanning 35 assets. The top 10 holdings comprised 71.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Solano Wealth Investment Advisors’s Q2 2026 Filing

Solano Wealth Investment Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/29/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Solano Wealth Investment Advisors reported a managed portfolio value of 219.75 M, consisting of 35 individual positions.

This page displays the raw filing documents. To see which stocks Solano Wealth Investment Advisors bought or sold during Q2 2026, please visit Solano Wealth Investment Advisors's Portfolio Analysis page.