San Luis Wealth Advisors LLC 13F Holdings
CIK 0001844709 · SAN LUIS OBISPO, CA
As of Sep 30, 2025, San Luis Wealth Advisors LLC reported 322 positions worth $979.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| EA SERIES TRUST | FDIV | — | 3,361,227 | $88.8M | 9.07% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 1,441,183 | $73.1M | 7.46% |
| APPLE INC | AAPL | Technology | 250,472 | $57.8M | 5.90% |
| NVIDIA CORP | NVDA | Technology | 252,984 | $43.7M | 4.47% |
| VANGUARD CORE BOND ETF | VCRB | — | 439,815 | $34.3M | 3.50% |
| VANGUARD MUN BD FDS | VCRM | — | 423,589 | $31.5M | 3.22% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 548,034 | $27.1M | 2.77% |
| MICROSOFT CORP | MSFT | Technology | 50,518 | $25.7M | 2.62% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 598,459 | $24.3M | 2.48% |
| AMAZON.COM INC | AMZN | Equity | 101,028 | $22.2M | 2.26% |
| ISHARES CORE DIVIDEND ETF | DIVB | — | 397,679 | $20.5M | 2.09% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | VCLT | — | 265,030 | $20.3M | 2.07% |
| ALPHABET INC | GOOGL | Equity | 94,460 |