SEC Form 13F · Q3 2026

San Luis Wealth Advisors LLC

Institutional Holdings Report (Amended)

13F-HR/ACA
$685.2M
Portfolio Value
186
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
San Luis Wealth Advisors LLC
CIK
1844709
Accession No.
0001844709-26-000007
Location
SAN LUIS OBISPO, CA
Form Type
13F-HR/A (Amendment)
Portfolio Value
$685.2M
Holdings Reported
186
Reporting Period
Q3 2026
Filed
October 27, 2026

About this Filing

San Luis Wealth Advisors LLC is an institutional investment manager based in SAN LUIS OBISPO, CA reporting approximately $685.2M in 13(f) securities across 186 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR/A filing on EDGAR.