San Luis Wealth Advisors LLC: 13F holdings
CIK 18447092026Q2
| Positions | 183 |
|---|---|
| Reported value | $664.4m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 127,968 | $37.0m | 5.6% |
| EA SERIES TRUST | 1,320,912 | $36.7m | 5.5% |
| NVDA NVIDIA CORPORATION | 134,812 | $27.0m | 4.1% |
| JPST J P MORGAN EXCHANGE TRADED F | 490,768 | $24.8m | 3.7% |
| VANGUARD MALVERN FDS | 317,382 | $24.5m | 3.7% |
| TOTL SSGA ACTIVE ETF TR | 561,780 | $22.2m | 3.3% |
| ISHARES TR | 309,592 | $19.1m | 2.9% |
| NORTHERN LTS FD TR IV | 1,220,457 | $17.6m | 2.7% |
| VANGUARD MUN BD FDS | 214,094 | $16.4m | 2.5% |
| PYLD PIMCO ETF TR | 590,775 | $15.7m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844709")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.