🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Solano Wealth Investment Advisors LLC 13F Filings, Portfolio & Analysis

CIK: 0002049179
Fairfield 1300 Oliver Road Suite 210
Zip Code: 94534
Latest Portfolio Value
$219.75 M
+9.51%
Total Holdings
35
1
Latest Report Date
Q2 2026
Top 10 Concentration
71.15%

Solano Wealth Investment Advisors LLC — Portfolio Overview & Company Profile

Solano Wealth Investment Advisors LLC (CIK: 0002049179) is a financial institution headquartered at 1300 Oliver Road Suite 210, , Fairfield, California 94534. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $219.75 M, comprising 35 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 71.2%. Quarterly turnover: 0.2%. ▲ 1 new, +3 added, −21 reduced, ×0 exited.

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
75,296 $22.81 M 10.38% ▼ 2,184 Reduce -2.8%
416,944 $17.99 M 8.19% ▼ 8,163 Reduce -1.9%
372,837 $17.96 M 8.17% ▼ 17,555 Reduce -4.5%
489,588 $17.88 M 8.14% ▼ 5,471 Reduce -1.1%
159,765 $15.28 M 6.95% ▼ 5,759 Reduce -3.5%
90,727 $14.9 M 6.78% ▼ 234 Reduce -0.3%
18,397 $13.55 M 6.17% ▼ 71 Reduce -0.4%
361,666 $12.92 M 5.88% ▼ 57,651 Reduce -13.8%
226,834 $11.88 M 5.41% ▲ 1,427 Add 0.6%
209,765 $11.19 M 5.09% ▲ 581 Add 0.3%

Historical Portfolio Charts