San Luis Wealth Advisors LLC Portfolio Holdings
San Luis Wealth Advisors LLC
- $446 Million
- Q3 2025
San Luis Wealth Advisors LLC has filed its 13F form on November 18, 2025 for Q3 2025 where it was disclosed a total value porftolio of $446 Million distributed in 179 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 $38.9M, Apple Inc. with a value of $32.8M, Nvidia Corp with a value of $24.6M, Ssga Active ETF Tr Spdr Doblel with a value of $24.3M, and Microsoft Corp with a value of $13.8M.
Examining the 13F form we can see an increase of $59.4M in the current position value, from $387M to 446M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 179
- Current Value $446 Million
- Prior Value $387 Million
- Filing
- Period Q3 2025
- Filing Date November 18, 2025
- Form Type 13F-HR/A
- Activity in Q3 2025
- New Purchases 40 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 20 stocks