San Luis Wealth Advisors LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$554.75M
13F filings
1
Latest filing
Nov 18, 2025

Top 10 holdings

FDIV $41.29M
7.44% of AUM
JPST $38.89M
7.01% of AUM
AAPL $32.81M
5.91% of AUM
NVDA $24.63M
4.44% of AUM
TOTL $24.28M
4.38% of AUM
VCRB $17.93M
3.23% of AUM
VCRM $16.49M
2.97% of AUM
MSFT $13.79M
2.49% of AUM
VTEB $13.42M
2.42% of AUM
DIVB $12.49M
2.25% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from San Luis Wealth Advisors LLC. Reported assets under management total $554.75M.

View live San Luis Wealth Advisors LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does San Luis Wealth Advisors LLC have under management?
Per San Luis Wealth Advisors LLC's most recent SEC Form 13F filing dated Nov 18, 2025, total assets under management are $554.75M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has San Luis Wealth Advisors LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from San Luis Wealth Advisors LLC. Filings are due 45 days after quarter-end.
Where does San Luis Wealth Advisors LLC's holdings data come from?
Every position shown on this page sources back to San Luis Wealth Advisors LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.