Institutions / San Luis Wealth Advisors LLC
San Luis Wealth Advisors LLC
CIK 1844709 · Institution · as of Dec 31, 2025
Portfolio value
$597.10M
Positions
177
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 177 →
| Company | Value | % of portfolio |
|---|---|---|
| Ea Series Trust | $37.27M | 6.2% |
| J P Morgan Exchange Traded F | $35.89M | 6.0% |
| Apple Inc. | $34.38M | 5.8% |
| Ssga Active ETF Tr | $26.47M | 4.4% |
| NVIDIA Corp | $25.42M | 4.3% |
| Vanguard Malvern Fds | $19.35M | 3.2% |
| Vanguard Mun Bd Fds | $18.07M | 3.0% |
| iShares Tr | $15.81M | 2.6% |
| Vanguard Mun Bd Fds | $14.46M | 2.4% |
| Microsoft Corp | $13.42M | 2.2% |
| Alphabet Inc. | $12.83M | 2.1% |
| Amazon.com Inc | $12.26M | 2.1% |
| Vanguard Specialized Funds | $11.53M | 1.9% |
| Northern Lts Fd Tr IV | $11.31M | 1.9% |
| Tesla Inc | $9.94M | 1.7% |
| Target Corp | $9.50M | 1.6% |
| Vanguard Index Fds | $9.43M | 1.6% |
| Vanguard Star Fds | $7.85M | 1.3% |
| Vanguard Bd Index Fds | $7.82M | 1.3% |
| iShares U S ETF Tr | $7.74M | 1.3% |
| PIMCO ETF Tr | $7.65M | 1.3% |
| Broadcom Inc. | $7.54M | 1.3% |
| Vanguard Scottsdale Fds | $7.46M | 1.2% |
| iShares Tr | $7.20M | 1.2% |
| American Centy ETF Tr | $7.16M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.