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Solano Wealth Investment Advisors LLC
Solano Wealth Investment Advisors LLC is a registered investment adviser headquartered in Fairfield, California. The firm was founded in 2013 and serves primarily individuals, including both high net worth and non-high net worth clients. With 7 employees, the team provides portfolio management and investment advisory services, emphasizing personalized planning and financial solutions for retirement and wealth preservation.
Investment Strategy
Solano Wealth Investment Advisors LLC offers personalized investment strategies designed around each client’s goals. The firm focuses on accumulating, managing, and preserving wealth for multi-generational clients. It utilizes a broad array of investment options, including diversified portfolios of equities, ETFs, and fixed income, and emphasizes ethical conduct, integrity, and goal-based financial planning. The strategy is tailored to fit unique retirement planning and wealth management needs, integrating both active and passive investment approaches.
Latest 13F Filing Activity
Solano Wealth Investment Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 36 equity positions with a total 13F market value of $195M. The fund increased holdings in Ab Active Etfs Inc., Ishares TR, First TR Exchange-traded FD among other positions. Solano Wealth Investment Advisors LLC reduced exposure to SPDR Series Trust, First TR Exchange Traded FD, Invesco Exch TRD SLF Idx FD among others.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQM | INVESCO EXCH TRADED FD TR II | 9.43% | $18.4M | 80,922 | $210.45 | $227.10 | +$3.3M |
F FVD | FIRST TR EXCHANGE-TRADED FD | 8.09% | $15.8M | 352,820 | $44.50 | $44.70 | +$6.8M |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 8.07% | $15.7M | 494,458 | $30.46 | $31.80 | +$313.7K |
S SDVY | FIRST TR EXCHANGE-TRADED FD | 7.64% | $14.9M | 421,640 | $35.53 | $35.28 | +$1.3M |
S SYFI | AB ACTIVE ETFS INC | 6.84% | $13.3M | 370,676 | $35.95 | $35.95 | +$13.3M |
Industry Allocation
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