San Luis Wealth Advisors LLC
Q2 2025 13F Holdings
- Locationsan luis obispo, CA
- Num holdings
139
- Value ($000)
$465
- Date Filed07/17/2025
- Form type13F-HR
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FDIV EA SERIES TRUST | MARKETDESK FOCUS | 02072L417 | $47.48K | 10 % | 1,824,040 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $34.18K | 7 % | 674,498 | ||
AAPL APPLE INC | COM | 037833100 | $24.95K | 5 % | 121,612 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $19.11K | 4 % | 120,952 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $16.39K | 4 % | 211,195 | ||
VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | $15.04K | 3 % | 204,407 | ||
SCHI SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | $14.95K | 3 % | 656,737 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $13.72K | 3 % | 279,910 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $12.85K | 3 % | 169,348 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.89K | 3 % | 23,897 |
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