Solano Wealth Investment Advisors LLC
•CIK: 2049179•Filing: Q4 2025
**Solano Wealth Investment Advisors LLC** manages $202M across a diversified portfolio of 35 positions. The strategy exhibits significant allocations to growth and technology sectors, highlighted by the top holdings in QQQM ($19.3M) and FVD ($17.3M). Further concentration is evident in BUFR ($16.7M) and SDVY ($16.5M), suggesting a tactical tilt toward specific market segments. This positioning reflects a data-driven approach targeting established growth vectors within the current market cycle.
Total AUM
$201.8M
QoQ Performance
-2.7%
Positions
25
Top 10 Concentration
71.2%
Latest Filing
Q4 2025
Top Holdings Allocation
QQQM
FVD
BUFR
SDVY
DGRW
SYFI
ITOT
NDQ
QQQM9.6%
FVD8.6%
BUFR8.3%
SDVY8.2%
DGRW7.2%
SYFI6.9%
ITOT6.7%
NDQ5.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.6%
ETF3.2%
Technology1.3%
Financial0.5%
Healthcare0.3%
Consumer0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑8 increased
↓19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024