Notify me when San Luis Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 177 | $597,098,508 | +$67,990,605 | -$27,115,849 | +$40,874,756 | FDIV, JPST, AAPL, TOTL, NVDA | 13F-HR | 23 Jan 2026, 18:38 |
| Q3 2025 | 174 | $554,724,111 | +$99,900,849 | -$38,595,507 | +$61,305,342 | FDIV, JPST, AAPL, NVDA, TOTL | Restatement | 18 Nov 2025, 14:12 |
| Q2 2025 | 139 | $465,039,000 | +$128,622,271 | -$122,607,312 | +$6,014,959 | FDIV, JPST, AAPL, NVDA, VCRB | 13F-HR | 17 Jul 2025, 09:56 |
| Q1 2025 | 135 | $442,034,000 | +$44,165,973 | -$116,490,384 | -$72,324,411 | FDIV, VCRB, AAPL, JPST, VTEB | Restatement | 18 Apr 2025, 10:50 |
| Q4 2024 | 143 | $528,127,000 | +$78,746,495 | -$21,046,643 | +$57,699,852 | FDIV, VCRB, AAPL, JPST, SCHI | 13F-HR | 14 Jan 2025, 09:36 |
| Q3 2024 | 143 | $484,166,000 | +$82,935,348 | -$35,442,471 | +$47,492,877 | FDIV, VCRB, AAPL, VTEB, JPST | 13F-HR | 09 Oct 2024, 15:08 |
| Q2 2024 | 133 | $416,331,000 | +$258,520,379 | -$25,530,178 | +$232,990,201 | FDIV, VCRB, AAPL, JPST, VTEB | 13F-HR | 12 Jul 2024, 11:39 |
| Q1 2024 | 46 | $190,456,000 | +$18,644,066 | -$76,285,904 | -$57,641,838 | FDIV, NEAR, JPST, NVDA, GOOGL | 13F-HR | 11 Apr 2024, 16:47 |
| Q4 2023 | 59 | $236,676,000 | +$32,276,766 | -$17,592,044 | +$14,684,722 | FDIV, NEAR, AAPL, JPST, FTSM | 13F-HR | 17 Jan 2024, 12:58 |
| Q3 2023 | 74 | $207,733,000 | +$55,398,829 | -$126,476,747 | -$71,077,918 | FDIV, AAPL, NEAR, JPST, FTSM | 13F-HR | 31 Oct 2023, 10:48 |
| Q2 2023 | 158 | $283,441,000 | +$61,195,084 | -$51,056,051 | +$10,139,033 | AAPL, NEAR, JPST, FTSM, MSFT | 13F-HR | 02 Aug 2023, 13:52 |
| Q1 2023 | 159 | $260,698,000 | +$170,609,490 | -$25,874,856 | +$144,734,634 | NEAR, AAPL, JPST, MSFT, TCBK | 13F-HR | 10 May 2023, 08:51 |
| Q4 2022 | 69 | $107,235,000 | +$38,894,791 | -$31,253,527 | +$7,641,264 | NEAR, JPST, XOM, GOOGL, XLK | 13F-HR | 02 Feb 2023, 12:46 |
| Q3 2022 | 80 | $95,505,000 | +$28,872,310 | -$10,755,484 | +$18,116,826 | STIP, XLK, TSLA, NEAR, XOM | 13F-HR | 26 Oct 2022, 14:46 |
| Q2 2022 | 63 | $87,060,000 | +$42,109,638 | -$131,119,781 | -$89,010,143 | STIP, XLK, NEAR, XOM, TSLA | 13F-HR | 10 Aug 2022, 09:45 |
| Q1 2022 | 437 | $177,899,000 | +$91,131,000 | -$14,246 | +$91,116,754 | AAPL, TIP, VIG, PFF, XLK | 13F-HR | 10 May 2022, 16:48 |
| Q4 2021 | 88 | $98,175,000 | +$17,196,194 | -$107,399,296 | -$90,203,102 | AAPL, XLK, TSLA, VMBS, NVDA | 13F-HR | 14 Feb 2022, 17:11 |
| Q3 2021 | 154 | $179,520,000 | $0 | $0 | $0 | AAPL, TIP, XLK, MSFT, PFF | 13F-HR | 09 Nov 2021, 12:41 |
| Q4 2020 | 122 | $154,947,000 | $0 | $0 | $0 | AAPL, JPST, XLK, VIG, TIP | 13F-HR | 05 Feb 2021, 16:26 |