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Alan Gilmore

Soltis Investment Advisors Llc

Assets Managed
$1.585B
Holdings
554
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
4.49%(2Q avg: 4.67%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Soltis Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 554 positions.

Assets under management

The assets under management (AUM) of Soltis Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.585B in assets, with a quarterly growth rate of 4.49% and a 2-quarter average growth rate of 4.67%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 27.93%
6.62%
$104.927M↓ Put
283,455 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 13.69%
5.29%
$83.801M↑ Call
480,511 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 12.09%
4.63%
$73.365M↓ Put
289,077 shares@ $253.8 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -9.54%
3.8%
$60.224M
817,815 shares@ $73.64 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 101.71%
3.21%
$50.729M↑ Call
78,004 shares@ $650.35 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -7.68%
2.32%
$36.643M↓ Put
175,940 shares@ $208.27 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -6.83%
1.97%
$31.132M
47,660 shares@ $653.22 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -18.72%
1.43%
$22.546M
78,404 shares@ $287.57 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 13.68%
1.37%
$21.594M
872,481 shares@ $24.75 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.26%
1.29%
$20.385M
301,861 shares@ $67.54 avg price

1-10 of 554