San Luis Wealth Advisors LLC

Q3 2026 13F Holdings

Location
San Luis Obispo, CA
Holdings as of
9/30/2026
Value
$660M
Value excl. options
$659M
Num holdings
185
Date filed
10/19/2026
Form type
13F-HR
Prev filing
7/16/2026
Next filing
SEC
View on sec.gov
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type