San Luis Wealth Advisors LLC

Q2 2026 13F Holdings

Location
San Luis Obispo, CA
Holdings as of
6/30/2026
Value
$664M
Value excl. options
$664M
Num holdings
187
Date filed
7/16/2026
Form type
13F-HR
Prev filing
4/29/2026
Next filing
10/27/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type