San Luis Wealth Advisors LLC
San Luis Wealth Advisors LLC reported 187 positions worth $664.4M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: AAPL (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $37.0M | 5.57% | 127,968 | — | — | |
| ▸ 2 | FDIV | SH | $36.7M | 5.52% | 1,320,912 | — | — | |
| ▸ 3 | NVDA | SH | $27.0M | 4.06% | 134,812 | — | — | |
| ▸ 4 | JPST | SH | $24.8M | 3.74% | 490,768 | — | — | |
| ▸ 5 | VCRB | SH | $24.5M | 3.69% | 317,382 | — | — | |
| ▸ 6 | TOTL | SH | $22.2M | 3.34% | 561,780 | — | — | |
| ▸ 7 | DIVB | SH | $19.1M | 2.87% | 309,592 | — | — | |
| ▸ 8 | BUYW | SH | $17.6M | 2.65% | 1,220,457 | — | — | |
| ▸ 9 | VCRM | SH | $16.4M | 2.46% | 214,094 | — | — | |
| ▸ 10 | PYLD | SH | $15.7M | 2.36% | 590,775 | — | — |
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Frequently Asked Questions
What stocks does San Luis Wealth Advisors LLC hold as of Q2 2026?
San Luis Wealth Advisors LLC reported 187 positions worth $664.4M in its Q2 2026 13F filing. Largest positions: AAPL (5.6%), FDIV (5.5%), NVDA (4.1%), JPST (3.7%) and VCRB (3.7%).
What did San Luis Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did San Luis Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.