San Luis Wealth Advisors LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
San Luis Obispo, CA
CIK
0001844709
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 74 207,733 13F-HR 10/31/2023 000196579823000005 San Luis Wealth Advisors LLC
Q2 2023 158 283,441 13F-HR 8/2/2023 000184470923000004 San Luis Wealth Advisors LLC
Q1 2023 159 260,698 13F-HR 5/10/2023 000184470923000002 San Luis Wealth Advisors LLC
Q4 2022 69 107,235 13F-HR 2/2/2023 000184470923000001 San Luis Wealth Advisors LLC
Q3 2022 80 95,505 13F-HR 10/26/2022 000184470922000003 San Luis Wealth Advisors LLC
Q2 2022 63 87,060 13F-HR 8/10/2022 000184470922000002 San Luis Wealth Advisors LLC
Q1 2022 460 204,554 13F-HR 5/10/2022 000176806522000004 San Luis Wealth Advisors LLC
Q4 2021 88 98,175 13F-HR 2/14/2022 000184470922000001 San Luis Wealth Advisors LLC
Q3 2021 154 179,520 13F-HR 11/9/2021 000184470921000005 San Luis Wealth Advisors LLC
Q4 2020 122 154,955 13F-HR 2/5/2021 000184470921000001 San Luis Wealth Advisors LLC