Holdings

San Luis Wealth Advisors LLC

As of Jun 30, 2026, San Luis Wealth Advisors LLC reported 106 positions worth US$281M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc128KUS$37M+2,040Jun 30, 2026
Nvidia Corporation135KUS$27M+598Jun 30, 2026
Alphabet Inc (google) Class C50,564US$18.1M+1,300Jun 30, 2026
Amazon.com, Inc.55,518US$13.2M+756Jun 30, 2026
Microsoft Corp.33,304US$12.4M+4,412Jun 30, 2026
Tesla, Inc.29,332US$12.3M+4,239Jun 30, 2026
Unitedhealth Group Incorporated24,975US$10.4M+230Jun 30, 2026
United Parcel Service, Inc.95,517US$10.3M+31,156Jun 30, 2026
Broadcom Inc.21,640US$8.17M−241Jun 30, 2026
Berkshire Hathaway Inc.15,791US$7.9M+2,067Jun 30, 2026