San Luis Wealth Advisors LLC

Q3 2025 13F Holdings

  • Location
    san luis obispo, CA
  • Num holdings

    179

  • Value ($000)

    $554,753

  • Date Filed
    11/18/2025
  • Form type
    restatement
  • CIK
    0001844709
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FDIV

EA SERIES TRUST

MARKETDESK FOCUS
02072L417
$41.29M
7 %

1,537,187

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$38.89M
7 %

766,685

A
AAPL

APPLE INC

COM
037833100
$32.81M
6 %

128,860

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$24.63M
4 %

132,032

T
TOTL

SSGA ACTIVE ETF TR

SPDR TR TACTIC
78467V848
$24.28M
4 %

598,459

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$17.93M
3 %

228,620

---

VANGUARD MUN BD FDS

CORE TAX EXEMPT
922907712
$16.49M
3 %

219,182

M
MSFT

MICROSOFT CORP

COM
594918104
$13.79M
3 %

26,621

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$13.42M
2 %

268,124

D
DIVB

ISHARES TR

CORE DIVID ETF
46435U861
$12.49M
2 %

239,137

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 179