San Luis Wealth Advisors LLC
CIK
1844709
City
SAN LUIS OBISPO
State / Country
CA
Top Portfolio Positions
110 positions ·
$251,574,659 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
125,928 | $31,959,267 | 12.70% | |
| NVDA |
Nvidia Corp
Technology
|
134,214 | $23,406,921 | 9.30% | |
| TGT |
Target Corp
Consumer Defensive
|
105,882 | $12,832,898 | 5.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,871 | $11,752,864 | 4.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
54,762 | $11,405,281 | 4.53% | |
| MSFT |
Microsoft Corp
Technology
|
28,892 | $10,694,951 | 4.25% | |
| VZ |
Verizon Communications Inc
Communication Services
|
208,328 | $10,458,065 | 4.16% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
25,093 | $9,328,322 | 3.71% | |
| PSX |
Phillips 66
Energy
|
37,375 | $6,808,977 | 2.71% | |
| AVGO |
Broadcom Inc.
Technology
|
21,881 | $6,772,388 | 2.69% |
Portfolio Trend
20 quarters · across all stocks
Holdings in CHI
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,580 | 13,555 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $142,056 | 13,555 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $146,258 | 13,555 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $142,598 | 13,555 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $129,992 | 13,555 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $161,846 | 13,555 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $155,312 | 13,343 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $154,055 | 13,235 | Shares | Sole | 2024-07-12 | |
| 2023-06-30 | $148,232 | 13,235 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $139,232 | 13,235 | Shares | Sole | 2023-05-10 | |
| 2022-03-31 | $174,834 | 13,235 | Shares | Sole | 2022-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||