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Carlos Mendoza

Solano Wealth Investment Advisors Llc

Assets Managed
$200.664M
Holdings
34
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-0.55%(2Q avg: -1.61%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Solano Wealth Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Solano Wealth Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 200.664M in assets, with a quarterly growth rate of -0.55% and a 2-quarter average growth rate of -1.61%. The portfolio is managed by Carlos Mendoza, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 1.52%
9.18%
$18.411M
77,480 shares@ $237.63 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Increased 4.23%
9.15%
$18.36M
390,392 shares@ $47.04 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Decreased -1.47%
8.36%
$16.762M
425,107 shares@ $39.43 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 1.3%
8.34%
$16.718M
495,059 shares@ $33.77 avg price
SYFI
Ab Shrt Duration Hgh Yld Etf
Recent Activity
Increased 8.69%
7.43%
$14.894M
419,317 shares@ $35.52 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 2.02%
7.25%
$14.54M
165,524 shares@ $87.85 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -0.62%
6.46%
$12.956M
90,961 shares@ $142.44 avg price
IHDG
Wisdomtree International Hed
Recent Activity
Increased 2.16%
5.41%
$10.853M
225,407 shares@ $48.16 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.02%
5.32%
$10.66M
18,468 shares@ $577.2 avg price
IMTM
Ishares Msci Intl Momentum F
Recent Activity
Increased 3.92%
5.01%
$10.045M
209,184 shares@ $48.03 avg price

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