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Manager record

San Luis Wealth Advisors LLC

San Luis Obispo, CA · CIK 1844709 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$659.51MReported 13F valueQ3 2026 · as filed
185Holdings listed
-0.7%vs prior quartervalue change includes market moves
6Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $465.4K$465.4KQ2 2025139 holdingsQ3 2025: $554.8M$554.8MQ3 2025179 holdingsQ4 2025: $597.1M$597.1MQ4 2025182 holdingsQ1 2026: $604.4M$604.4MQ1 2026175 holdingsQ2 2026: $664.4M$664.4MQ2 2026187 holdingsQ3 2026: $659.5M$659.5MQ3 2026185 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar. One or more quarters appear to be reported in $ thousands; figures are shown exactly as filed.
Filing record
Oct 19 2026 13F-HR · period Q3 2026

$659.51M · 185 holdings listed · View original SEC filing ↗
Jul 16 2026 13F-HR · period Q2 2026

$664.43M · 187 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$604.37M · 175 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$597.12M · 182 holdings listed · View original SEC filing ↗
Nov 18 2025 13F-HR/A · period Q3 2025

$554.75M · 179 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$465.40M · 143 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$465,437 · 139 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 19, 2026 · Change methodology