San Luis Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationsan luis obispo, CA
- Num holdings
179
- Value ($000)
$554,753
- Date Filed11/18/2025
- Form typerestatement
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FDIV EA SERIES TRUST | MARKETDESK FOCUS | 02072L417 | $41.29 M | 7 % | 1,537,187 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $38.89 M | 7 % | 766,685 | ||
AAPL APPLE INC | COM | 037833100 | $32.81 M | 6 % | 128,860 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $24.63 M | 4 % | 132,032 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $24.28 M | 4 % | 598,459 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $17.93 M | 3 % | 228,620 | ||
VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | $16.49 M | 3 % | 219,182 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $13.79 M | 3 % | 26,621 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $13.42 M | 2 % | 268,124 | ||
DIVB ISHARES TR | CORE DIVID ETF | 46435U861 | $12.49 M | 2 % | 239,137 |
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