San Luis Wealth Advisors LLC

Q4 2025 13F Holdings

Location
San Luis Obispo, CA
Holdings as of
12/31/2025
Value
$597M
Value excl. options
$597M
Num holdings
182
Date filed
1/26/2026
Form type
13F-HR
Prev filing
11/18/2025
Next filing
4/29/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type