Position in AAPL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$73,619,839
+$5,711,473 QoQ
Shares Held
254,423
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Derivatives in AAPL
reported options exposure · as of Jun 30, 2026CallValue
$405,104
CallShares
1,400
PutValue
$4,890,184
PutShares
16,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Consumer Electronics
Technology · as of Jun 30, 2026Soltis Investment Advisors LLC holds $74,825,852 across 2 Consumer Electronics names. AAPL ranks #1 (98.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
254,423 | $73,619,839 | |
| 2 | AXIL |
Axil Brands, Inc.
|
180,002 | $1,206,013 |
All Filings in AAPL
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,104 | 1,400 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $4,890,184 | 16,900 | Put | Sole | 2026-07-31 | |
| 2026-06-30 | $73,619,839 | 254,423 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $67,908,366 | 267,577 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $5,101,179 | 20,100 | Put | Sole | 2026-04-27 | |
| 2026-03-31 | $355,306 | 1,400 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $70,113,781 | 257,904 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $850,626 | 24,200 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $72,756,957 | 285,736 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $59,776,895 | 291,353 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $15,973 | 18,100 | Put | Sole | 2025-08-06 | |
| 2025-03-31 | $55,243,953 | 248,701 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $44,785 | 18,100 | Put | Sole | 2025-05-13 | |
| 2024-12-31 | $60,267,078 | 240,664 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $48,712,145 | 209,065 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $41,587,550 | 197,453 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $30,706,580 | 179,068 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $36,085,127 | 187,426 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $27,748,347 | 162,072 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $32,691,703 | 168,540 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,465,718 | 148,367 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $15,552,880 | 119,702 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $13,778,401 | 99,699 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,509,059 | 91,494 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,648,390 | 78,165 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $13,238,908 | 74,556 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $13,171,103 | 93,082 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $12,526,772 | 91,463 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,752,413 | 71,653 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $8,610,784 | 64,894 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,243,799 | 62,549 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $5,493,158 | 15,058 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,384,345 | 13,309 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||