San Luis Wealth Advisors LLC
Position in ARES — Ares Management Corp
CIK 1844709
SAN LUIS OBISPO, CA
Position in ARES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$975,186
New position
Shares Held
8,761
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#39
of 136 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026San Luis Wealth Advisors LLC holds $3,806,399 across 8 Asset Management names. ARES ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
34,549 | $1,149,445 | |
| 2 | ARES |
Ares Management Corp
This page
|
8,761 | $975,186 | |
| 3 | BX |
Blackstone Inc.
|
3,948 | $464,561 | |
| 4 | CSQ |
Calamos Strategic Total Return Fund
|
18,649 | $383,423 | |
| 5 | BLK |
BlackRock, Inc.
|
334 | $321,161 | |
| 6 | CHI |
Calamos Convertible Opportunities & Income Fund
|
13,555 | $182,179 | |
| 7 | CHW |
Calamos Global Dynamic Income Fund
|
18,944 | $168,791 | |
| 8 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
14,293 | $161,653 |
All Filings in ARES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,186 | 8,761 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||