San Luis Wealth Advisors LLC

Position in V — Visa Inc.

CIK 1844709 SAN LUIS OBISPO, CA

Position in V

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

Position Value

$6,089,847

+$1,903,219 QoQ

Shares Held

17,750

+28.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

#1,532

of 4,498 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

San Luis Wealth Advisors LLC holds $11,242,205 across 4 Credit Services names. V ranks #1 (54.2% of the industry book) .

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

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,089,847	17,750	+28.1%	Shares	Sole	2026-07-16
2026-03-31	$4,186,628	13,852	+7.2%	Shares	Sole	2026-04-29
2025-12-31	$4,531,523	12,921	+9.1%	Shares	Sole	2026-01-26
2025-09-30	$4,043,304	11,844	+20.2%	Shares	Sole	2025-11-18
2025-06-30	$3,499,017	9,855	-16.0%	Shares	Sole	2025-07-17
2025-03-31	$4,110,895	11,730	-36.7%	Shares	Sole	2025-04-18
2024-12-31	$5,854,008	18,523	+24.3%	Shares	Sole	2025-01-14
2024-09-30	$4,097,579	14,903	+3.7%	Shares	Sole	2024-10-09
2024-06-30	$3,772,481	14,373	-9.9%	Shares	Sole	2024-07-12
2024-03-31	$4,452,721	15,955	-1.3%	Shares	Sole	2024-04-11
2023-12-31	$4,206,995	16,159	+17.6%	Shares	Sole	2024-01-17
2023-09-30	$3,159,647	13,737	-13.8%	Shares	Sole	2023-10-31
2023-06-30	$3,782,581	15,928	-13.5%	Shares	Sole	2023-08-02
2023-03-31	$4,153,875	18,424	+17.5%	Shares	Sole	2023-05-10
2022-12-31	$3,258,092	15,682	+71.0%	Shares	Sole	2023-02-02
2022-09-30	$1,628,872	9,169	+79.4%	Shares	Sole	2022-10-26
2022-06-30	$1,006,501	5,112	+153.9%	Shares	Sole	2022-08-10
2022-03-31	$446,423	2,013	-0.3%	Shares	Sole	2022-05-10
2021-12-31	$437,537	2,019	-58.9%	Shares	Sole	2022-02-14
2021-09-30	$1,095,484	4,918	+360.5%	Shares	Sole	2021-11-09
2020-12-31	$233,603	1,068	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.