San Luis Wealth Advisors LLC - Portfolio overview

San Luis Wealth Advisors LLC has 191 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. FDIV - EA SERIES TRUST, 6.00%
2. JPST - J P MORGAN EXCHANGE TRADED F, 5.67%
3. AAPL - APPLE INC, 5.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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