Glekko logo

San Luis Wealth Advisors LLC - Q42025 Holdings

San Luis Wealth Advisors LLC holds 177 stocks with a total portfolio value of $ 597.12M as of Q42025. In Q42025, San Luis Wealth Advisors LLC added 11 new positions, increased stakes in 96 stocks, reduced 57 holdings, and fully exited 8 positions. The largest holding is Ea Series Trust (FDIV), representing 6.24% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options