San Luis Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationsan luis obispo, CA
- Num holdings
182
- Value ($000)
$597,122
- Date Filed01/26/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EA SERIES TRUST | MARKETDESK FOCUS | 02072L417 | $37.27M | 6 % | 1,376,107 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $35.89M | 6 % | 709,422 | ||
APPLE INC | COM | 037833100 | $34.38M | 6 % | 126,455 | ||
SSGA ACTIVE ETF TR | STATE STREET DOU | 78467V848 | $26.47M | 4 % | 657,598 | ||
NVIDIA CORPORATION | COM | 67066G104 | $25.42M | 4 % | 136,311 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $19.35M | 3 % | 248,447 | ||
VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | $18.07M | 3 % | 239,055 | ||
ISHARES TR | CORE DIVID ETF | 46435U861 | $15.81M | 3 % | 297,407 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $14.46M | 2 % | 287,626 | ||
MICROSOFT CORP | COM | 594918104 | $13.42M | 2 % | 27,743 |
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