Solano Wealth Investment Advisors LLC has filed its 13F-HR report, disclosing a total of $221.4 million in assets under management as of September 30, 2026. This filing is crucial as it offers insights into the firm’s investment strategy and its position in the competitive wealth management landscape.

Based in Fairfield, California, Solano Wealth Investment Advisors LLC focuses on providing tailored investment solutions to its clients. The firm is categorized under the SIC description for investment advice and wealth management. In its recent filings, Solano has consistently reported its holdings, reflecting its commitment to transparency and regulatory compliance.

The latest filing, accession number 0001172661-26-004902, reveals that Solano holds a diverse portfolio with significant investments in major companies. Notable holdings include:

  • Apple Inc. - 3,157 shares valued at approximately $1.05 million.
  • NVIDIA Corporation - 1,840 shares valued at approximately $420,229.
  • Alphabet Inc. - 4,319 shares valued at approximately $1.49 million.
  • Tesla Inc. - 719 shares valued at approximately $255,107.

The report shows that Solano has invested in a total of 38 different entities, indicating a well-diversified investment approach. The total value of the holdings highlights the firm's strategy to balance risk and return across various sectors.

This filing may affect clients and stakeholders who rely on Solano for investment advice and asset management. As the wealth management industry continues to adapt to changing market conditions, Solano’s strategic asset allocation may serve as a benchmark for other firms in the sector.

Looking ahead, the filing does not specify what actions or changes may occur next for Solano Wealth Investment Advisors LLC. However, the firm’s commitment to transparency and regular reporting suggests that stakeholders can expect continued updates on its investment activities.