Position in VRT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,211,486
+$764,888 QoQ
Shares Held
6,605
+14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#853
of 2,035 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026San Luis Wealth Advisors LLC holds $2,211,486 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
6,605 | $2,211,486 |
All Filings in VRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,211,486 | 6,605 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,446,598 | 5,773 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $882,144 | 5,445 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $446,847 | 2,962 | Shares | Sole | 2025-11-18 | |
| No filing history on record for this holder in this stock. | ||||||