Solano Wealth Investment Advisors LLC
All 13F Filings
- Location
- Fairfield, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 219,751
- 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 |
|---|---|---|---|---|---|
| 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 | 55.31 K | 25.2% | 0 | 28.81 K | -28.81 K |
| ETFs | 164.4 K | 74.8% | 47.9 K | 0 | 47.9 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
219,751
Holdings
35
QoQ value change ($000)
19,087
(9.5%)
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.