Solano Wealth Investment Advisors LLC - Portfolio overview

Solano Wealth Investment Advisors LLC has 35 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. QQQM - INVESCO EXCH TRADED FD TR II, 9.15%
2. FVD - FIRST TR EXCHANGE-TRADED FD, 9.13%
3. SDVY - FIRST TR EXCHANGE TRADED FD, 8.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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