San Luis Wealth Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$528M
Signature - Title
Ashleigh Swayze - Counsel
Location
San Luis Obispo, CA
Summary
This page shows a list of all the recent 13F filings made by San Luis Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. San Luis Wealth Advisors LLC reported 143 stock holdings with total value $528M as of Q4 2024. Top holdings included FDIV, VCRB, AAPL, JPST, and SCHI.
Holdings Value