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San Luis Wealth Advisors LLC

Q2 2026 13F Holdings

  • Location
    san luis obispo, CA
  • Num holdings

    187

  • Value ($000)

    $664,430

  • Date Filed
    07/16/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$37.03M
6 %

127,968

F
FDIV

EA SERIES TRUST

MARK FO DIVI ETF
02072L417
$36.67M
6 %

1,320,912

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$26.97M
4 %

134,812

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$24.82M
4 %

490,768

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$24.51M
4 %

317,382

T
TOTL

SSGA ACTIVE ETF TR

ST STR TOTAL ETF
78467V848
$22.17M
3 %

561,780

D
DIVB

ISHARES TR

CORE DIVID ETF
46435U861
$19.07M
3 %

309,592

B
BUYW

NORTHERN LTS FD TR IV

MAIN BUYWRITE
66538H179
$17.64M
3 %

1,220,457

---

VANGUARD MUN BD FDS

CORE TAX EXEMPT
922907712
$16.36M
3 %

214,094

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$15.67M
2 %

590,775

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