Solano Wealth Investment Advisors LLC
All 13F Filings
- Location
- Fairfield, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 221,397
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 38 | 221,397 | 13F-HR | Solano Wealth Investment Advisors LLC |
| Q2 2026 | 7/29/2026 | 35 | 219,751 | 13F-HR | Solano Wealth Investment Advisors LLC |
| Q1 2026 | 5/15/2026 | 34 | 200,664 | 13F-HR | Solano Wealth Investment Advisors LLC |
| Q4 2025 | 2/12/2026 | 35 | 201,791 | 13F-HR | Solano Wealth Investment Advisors LLC |
| Q3 2025 | 11/13/2025 | 34 | 207,310 | 13F-HR | Solano Wealth Investment Advisors LLC |
| Q2 2025 | 8/12/2025 | 36 | 194,829 | 13F-HR | Solano Wealth Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.14 K | 30.3% | 11.83 K | 0 | 11.83 K |
| ETFs | 154.3 K | 69.7% | 0 | 10.19 K | -10.19 K |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
221,397
Holdings
38
QoQ value change ($000)
1,646
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.