13F Insight
DOSSIER · 13F-HR · Q2 2026

San Luis Wealth Advisors LLC

$664M in tracked AUM across 187 positions as of Q2 2026.

SL
CIK 0001844709 · last filed Jun 30, 2026
Total AUM
$664M
as of Q2 2026
Holdings
187
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

San Luis Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$37M128K5.6%02
FDIV
EA SERIES TRUST
$37M1.3M5.5%03
NVDA
NVIDIA CORPORATION
$27M135K4.1%04
JPST
J P MORGAN EXCHANGE TRADED F
$25M491K3.7%05
VCRB
VANGUARD MALVERN FDS
$25M317K3.7%06
TOTL
SSGA ACTIVE ETF TR
$22M562K3.3%07
DIVB
ISHARES TR
$19M310K2.9%08
BUYW
NORTHERN LTS FD TR IV
$18M1.2M2.7%09
VCRM
VANGUARD MUN BD FDS
$16M214K2.5%10
PYLD
PIMCO ETF TR
$16M591K2.4%

Filing history

2026Q2Jun 30
$664M▲ 9.9%
187 positionsView →2026Q1Mar 31
$604M▲ 1.2%
175 positionsView →2025Q4Dec 31
$597M▲ 28.3%
182 positionsView →2025Q3Sep 30
$465M▼ 0.0%
143 positionsView →2025Q2Jun 30
$465M▼ 12.0%
139 positionsLocked2025Q1Mar 31
$529M▲ 0.1%
144 positionsLocked2024Q4Dec 31
$528M▲ 9.1%
143 positionsLocked2024Q3Sep 30
$484M▲ 16.3%
143 positionsLocked2024Q2Jun 30
$416M▲ 118.6%
133 positionsLocked2024Q1Mar 31
$190M▼ 19.5%
46 positionsLocked2023Q4Dec 31
$237M▲ 13.9%
59 positionsLocked2023Q3Sep 30
$208M▼ 26.7%
74 positionsLocked
Showing 12 of 21