San Luis Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationsan luis obispo, CA
- Num holdings
135
- Value ($000)
$442
- Date Filed04/18/2025
- Form typerestatement
- CIK0001844709
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FDIV EA SERIES TRUST | MARKETDESK FOCUS | 02072L417 | $58.44K | 13 % | 2,178,081 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $33.67K | 8 % | 434,881 | ||
AAPL APPLE INC | COM | 037833100 | $28.13K | 6 % | 126,633 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $25.09K | 6 % | 495,496 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $19.09K | 4 % | 384,741 | ||
SCHI SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | $18.76K | 4 % | 835,253 | ||
IGLB ISHARES TR | 10+ YR INVST GRD | 464289511 | $13.31K | 3 % | 264,940 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $11.46K | 3 % | 105,963 | ||
VTES VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | $9.51K | 2 % | 94,625 | ||
AMERICAN CENTY ETF TR | CALIF MUN BD ETF | 025072117 | $9.42K | 2 % | 190,796 |
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