San Luis Wealth Advisors LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1844709 SAN LUIS OBISPO, CA

Back to SOFI Full portfolio

Position in SOFI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$993,608

+$113,729 QoQ

Shares Held

55,416

+0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#350

of 912 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SOFI Over Time

Shares Held

Position Value (USD)

Derivatives in SOFI

reported options exposure · as of Jun 30, 2026

CallValue

$1,793

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

San Luis Wealth Advisors LLC holds $11,242,205 across 4 Credit Services names. SOFI ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,750	$6,089,847
2	MA	Mastercard Inc	7,675	$3,941,880
3	SOFI	SoFi Technologies, Inc. This page	55,416	$993,608
4	COF	Capital One Financial Corp	1,081	$216,870

All Filings in SOFI

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$993,608	55,416	+0.0%	Shares	Sole	2026-07-16
2026-06-30	$1,793	100	-87.5%	Call	Sole	2026-07-16
2026-03-31	$879,879	55,408	+1.4%	Shares	Sole	2026-04-29
2025-12-31	$20,944	800	0.0%	Call	Sole	2026-01-26
2025-12-31	$1,431,208	54,668	-2.0%	Shares	Sole	2026-01-26
2025-09-30	$21,136	800	—	Call	Sole	2025-11-18
2025-09-30	$1,474,183	55,798	-3.8%	Shares	Sole	2025-11-18
2025-06-30	$1,056,180	58,000	-2.9%	Shares	Sole	2025-07-17
2025-03-31	$694,497	59,716	-1.0%	Shares	Sole	2025-04-18
2024-12-31	$929,143	60,334	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$473,525	60,245	0.0%	Shares	Sole	2024-10-09
2024-06-30	$398,219	60,245	+2.4%	Shares	Sole	2024-07-12
2024-03-31	$429,437	58,827	-0.3%	Shares	Sole	2024-04-11
2023-12-31	$586,860	58,981	-3.3%	Shares	Sole	2024-01-17
2023-09-30	$487,246	60,982	+0.5%	Shares	Sole	2023-10-31
2023-06-30	$506,204	60,696	-0.0%	Shares	Sole	2023-08-02
2023-03-31	$368,491	60,707	-1.4%	Shares	Sole	2023-05-10
2022-12-31	$283,694	61,539	-4.3%	Shares	Sole	2023-02-02
2022-09-30	$313,764	64,296	+0.3%	Shares	Sole	2022-10-26
2022-06-30	$337,759	64,091	+6.8%	Shares	Sole	2022-08-10
2022-03-31	$567,037	60,004	0.0%	Shares	Sole	2022-05-10
2021-12-31	$948,663	60,004	-0.1%	Shares	Sole	2022-02-14
2021-09-30	$953,657	60,054	—	Shares	Sole	2021-11-09
No filing history on record for this holder in this stock.