San Luis Wealth Advisors LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $473 Million distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $35.9M, Apple Inc. with a value of $33.8M, Ssga Active ETF Tr Spdr Doblel with a value of $26.6M, Nvidia Corp with a value of $25.4M, and Ishares Tr U S Divid & Buyback with a value of $15.5M.
Examining the 13F form we can see an increase of $26.7M in the current position value, from $446M to 473M.
San Luis Wealth Advisors LLC is based out at San Luis Obispo, CA
Below you can find more details about San Luis Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$473 Million
ETFs: $226 Million
Technology: $94.3 Million
Financial Services: $33.7 Million
Communication Services: $32.1 Million
Consumer Cyclical: $24.5 Million
Consumer Defensive: $15.1 Million
Healthcare: $13.5 Million
Energy: $12.7 Million
Other: $21.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
