Solano Wealth Investment Advisors LLC Portfolio Holdings

Solano Wealth Investment Advisors LLC

  • $195 Billion
  • Q2 2025

Solano Wealth Investment Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $195 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $18.4B, First Tr Value Line Divid Inde with a value of $15.8B, First Tr Ex Td Viii Ft Cboe Ve with a value of $15.7B, First Tr ETF Vi Smid Cap Risin with a value of $14.9B, and Ab Active Etfs Inc with a value of $13.3B.

Examining the 13F form we can see an increase of $33.2B in the current position value, from $162B to 195B.

Solano Wealth Investment Advisors LLC is based out at Fairfield, CA

Below you can find more details about Solano Wealth Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $195 Billion
ETFs: $176 Billion
Healthcare: $1.47 Billion
Technology: $1.09 Billion
Financial Services: $935 Million
Communication Services: $761 Million
Consumer Cyclical: $449 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$786 Million 0.4% of portfolio
3,831
Q2 2025 Reduced 0.55%
$1.21T
$761 Million 0.39% of portfolio
4,319
Q2 2025 Reduced 0.32%
$859B
$471 Million 0.24% of portfolio
1,626
Q2 2025 Added 0.06%
$551B
$463 Million 0.24% of portfolio
1,305
Q4 2024 New
$456B
$307 Million 0.16% of portfolio
1,946
Q2 2025 Added 1.83%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $195 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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