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San Luis Wealth Advisors LLC

Q1 2026 13F Holdings

  • Location
    san luis obispo, CA
  • Num holdings

    175

  • Value ($000)

    $604,368

  • Date Filed
    04/29/2026
  • Form type
    13F-HR
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FDIV

EA SERIES TRUST

MARKETDESK FOCUS
02072L417
$37.11M
6 %

1,388,353

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$35.09M
6 %

693,273

A
AAPL

APPLE INC

COM
037833100
$31.96M
5 %

125,928

T
TOTL

SSGA ACTIVE ETF TR

STATE STREET DOU
78467V848
$28.84M
5 %

725,961

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$23.41M
4 %

134,214

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$22.18M
4 %

286,690

---

VANGUARD MUN BD FDS

CORE TAX EXEMPT
922907712
$17.32M
3 %

230,441

D
DIVB

ISHARES TR

CORE DIVID ETF
46435U861
$16.61M
3 %

307,912

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$13.87M
2 %

278,096

D
DYH

TARGET CORP

COM
87612E106
$12.83M
2 %

105,882

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