San Luis Wealth Advisors LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location san luis obispo, CACIK 0001844709All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
179 | $554.75M | FDIV, JPST, AAPL, NVDA | RESTATEMENT | Nov 18, 2025 | 000184470925000009 | ||
139 | $466K | FDIV, JPST, AAPL, NVDA | 13F-HR | Jul 17, 2025 | 000184470925000006 | ||
135 | $443K | FDIV, VCRB, AAPL, JPST | RESTATEMENT | Apr 18, 2025 | 000184470925000005 | ||
143 | $529K | FDIV, VCRB, AAPL, JPST | 13F-HR | Jan 14, 2025 | 000184470925000001 | ||
143 | $485K | FDIV, VCRB, AAPL, VANGUARD MUN BD FDS | 13F-HR | Oct 9, 2024 | 000184470924000007 | ||
133 | $417K | FDIV, VCRB, AAPL, JPST | 13F-HR | Jul 12, 2024 | 000169686724000003 | ||
46 | $191K | FDIV, NEAR, JPST, NVDA | 13F-HR | Apr 11, 2024 | 000184470924000006 | ||
59 | $237K | FDIV, NEAR, AAPL, JPST | 13F-HR | Jan 17, 2024 | 000184470924000001 | ||
74 | $208K | FDIV, AAPL, NEAR, JPST | 13F-HR | Oct 31, 2023 | 000196579823000005 | ||
158 | $284K | AAPL, NEAR, JPST, FTSM | 13F-HR | Aug 2, 2023 | 000184470923000004 | ||
159 | $261K | NEAR, AAPL, JPST, MSFT | 13F-HR | May 10, 2023 | 000184470923000002 | ||
69 | $108K | NEAR, JPST, XOM, GOOGL | 13F-HR | Feb 2, 2023 | 000184470923000001 | ||
80 | $95.51M | STIP, XLK, TSLA, NEAR | 13F-HR | Oct 26, 2022 | 000184470922000003 | ||
63 | $87.06M | STIP, XLK, NEAR, XOM | 13F-HR | Aug 10, 2022 | 000184470922000002 | ||
460 | $204.55M | AAPL, TIP, VIG, PFF | 13F-HR | May 10, 2022 | 000176806522000004 | ||
88 | $98.18M | AAPL, XLK, TSLA, VANGUARD SCOTTSDALE FDS | 13F-HR | Feb 14, 2022 | 000184470922000001 | ||
154 | $179.52M | AAPL, TIP, XLK, MSFT | 13F-HR | Nov 9, 2021 | 000184470921000005 | ||
122 | $154.96M | AAPL, JPST, XLK, VIG | 13F-HR | Feb 5, 2021 | 000184470921000001 |