San Luis Wealth Advisors LLC
All 13F Filings
- Location
- San Luis Obispo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 664,430
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 187 | 664,430 | 13F-HR | San Luis Wealth Advisors LLC |
| Q1 2026 | 4/29/2026 | 175 | 604,368 | 13F-HR | San Luis Wealth Advisors LLC |
| Q4 2025 | 1/26/2026 | 182 | 597,122 | 13F-HR | San Luis Wealth Advisors LLC |
| Q3 2025 | 11/18/2025 | 179 | 554,753 | 13F-HR/A - RESTATEMENT | San Luis Wealth Advisors LLC |
| Q3 2025 | 10/22/2025 | 143 | 465,396 | 13F-HR | San Luis Wealth Advisors LLC |
| Q2 2025 | 7/17/2025 | 139 | 465,437 | 13F-HR | San Luis Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
9
(0.0% of total reported value)
· QoQ Δ:
+4
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 315.2 K | 48.0% | 0 | 3.008 K | -3.008 K |
| ETFs | 341.3 K | 52.0% | 57.29 K | 0 | 57.29 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
664,430
Holdings
187
QoQ value change ($000)
60,062
(9.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.