SOL Capital Management CO

Institutional manager (13F) · CIK 1339270

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $206M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$59M	115,143
2	ISHARES TR	$20M	491,919
3	ISHARES TR	$18M	782,348
4	ISHARES TR	$13M	75,732
5	VANGUARD INDEX FDS	$13M	48,801
6	DIMENSIONAL ETF TRUST	$11M	222,309
7	AMERICAN CENTY ETF TR	$10M	169,416
8	ISHARES TR	$9M	86,198
9	APPLE INC	$6M	26,256
10	MICROSOFT CORP	$5M	11,525
11	GLOBAL X FDS	$5M	276,719
12	ERIE INDTY CO	$4M	12,724
13	BLACKROCK ENHANCED EQUITY DI	$3M	381,271
14	INVESCO ACTIVELY MANAGED EXC	$3M	56,217
15	ISHARES TR	$2M	18,875
16	NVIDIA CORPORATION	$2M	20,444
17	ALPHABET INC	$2M	10,227
18	VANGUARD INDEX FDS	$2M	5,776
19	JOHNSON & JOHNSON	$1M	9,228
20	ISHARES INC	$1M	25,217
21	FIRST CTZNS BANCSHARES INC N	$1M	698
22	DIMENSIONAL ETF TRUST	$1M	32,245
23	PROCTER AND GAMBLE CO	$1M	7,252
24	ISHARES TR	$1M	10,151
25	DIMENSIONAL ETF TRUST	$1M	30,153
26	ALPHABET INC	$991k	6,090
27	COCA COLA CO	$791k	11,100
28	VANGUARD STAR FDS	$769k	12,067
29	VANGUARD CHARLOTTE FDS	$738k	14,948
30	ISHARES TR	$681k	14,791
31	AMAZON COM INC	$642k	3,375
32	NUSHARES ETF TR	$602k	13,820
33	SPDR GOLD TR	$583k	1,959
34	SIMULATIONS PLUS INC	$468k	13,960
35	NBT BANCORP INC	$445k	10,477
36	ISHARES TR	$403k	10,714
37	GSK PLC	$400k	10,322
38	TESLA INC	$370k	1,319
39	INTERNATIONAL BUSINESS MACHS	$361k	1,504
40	VISA INC	$357k	1,043
41	SPDR SER TR	$351k	12,256
42	HOME DEPOT INC	$329k	917
43	BRISTOL-MYERS SQUIBB CO	$313k	6,300
44	VANGUARD TAX-MANAGED FDS	$312k	5,935
45	3M CO	$290k	2,100
46	IQVIA HLDGS INC	$281k	1,861
47	EXXON MOBIL CORP	$260k	2,456
48	CATERPILLAR INC	$254k	809
49	FIRST TR EXCHANGE-TRADED FD	$231k	14,726
50	CALAMOS CONV & HIGH INCOME F	$216k	21,209

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.