account_balance
Investment manager · 13F filer · SEC CIK 1844709
San Luis Wealth Advisors LLC
Reported value$659Mas of Sep 30, 2026
Positions181 0 new, 2 sold out
Top 10 weight36.5%AAPL alone is 6%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.6%
FDIVEa Series Trust
5.6%
NVDANVIDIA Corp
4.1%
JPSTJ P Morgan Exchange Traded F
3.8%
VCRBVanguard Malvern FDS
3.7%
TOTLSsga Active ETF Tr
3.4%
DIVBiShares Tr
2.9%
BUYWNorthern LTS Fd Tr IV
2.7%
VCRMVanguard Mun Bd FDS
2.5%
PYLDPimco ETF Tr
2.4%
GOOGLAlphabet Inc.
2.3%
AMZNAmazon.com Inc
2.0%
AAPLApple Inc.
5.6%
FDIVEa Series Trust
5.6%
NVDANVIDIA Corp
4.1%
JPSTJ P Morgan Exchange Traded F
3.8%
VCRBVanguard Malvern FDS
3.7%
TOTLSsga Active ETF Tr
3.4%
DIVBiShares Tr
2.9%
BUYWNorthern LTS Fd Tr IV
2.7%
VCRMVanguard Mun Bd FDS
2.5%
PYLD2.4%
GOOGLAMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.6% Held
FDIV Ea Series Trust 5.6% Held
NVDA NVIDIA Corp 4.1% HeldJPST J P Morgan Exchange Traded F 3.8% Held
VCRB Vanguard Malvern FDS 3.7% Held
TOTL Ssga Active ETF Tr 3.4% Held
DIVB iShares Tr 2.9% Held
BUYW Northern LTS Fd Tr IV 2.7% Held
VCRM Vanguard Mun Bd FDS 2.5% Held
PYLD Pimco ETF Tr 2.4% Held
GOOGL Alphabet Inc. 2.3% HeldAMZN Amazon.com Inc 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.