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Portfolio (Quarterly) Guide ↗

San Luis Wealth Advisors LLC

· CIK 0001844709
13F Portfolio $664M AUM 187 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 187 New
Page 6 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SOFI SOFI TECHNOLOGIES INC Financial Services 55,416.0 $994K 0.15% NEW $17.93 +5.5%
102 O REALTY INCOME CORP Real Estate 15,950.0 $988K 0.15% NEW $61.96 +1.0%
103 AEP AMERICAN ELEC PWR CO INC Utilities 7,143.0 $977K 0.15% NEW $136.80 -11.6%
104 ARES ARES MANAGEMENT CORPORATION Financial Services 8,761.0 $975K 0.15% NEW $111.31 +26.9%
105 KMI KINDER MORGAN INC DEL Energy 30,338.0 $970K 0.15% NEW $31.97 -3.1%
106 CVX CHEVRON CORPORATION Energy 5,845.0 $969K 0.15% NEW $165.75 +23.8%
107 PLD PROLOGIS INC. Real Estate 7,147.0 $968K 0.15% NEW $135.47 +4.7%
108 MMM 3M CO Industrials 5,793.0 $938K 0.14% NEW $161.92 +10.5%
109 FDX FEDEX CORP Industrials 2,992.0 $937K 0.14% NEW $313.14 +3.8%
110 T AT&T INC Communication Services 43,240.0 $895K 0.14% NEW $20.70 +22.3%
111 IVV ISHARES TR 1,140.0 $854K 0.13% NEW $748.93 +2.7%
112 LOW LOWES COS INC Consumer Cyclical 3,855.0 $850K 0.13% NEW $220.50 -2.0%
113 JNJ JOHNSON & JOHNSON Healthcare 3,203.0 $813K 0.12% NEW $253.95 +6.4%
114 VYM VANGUARD WHITEHALL FDS 5,122.0 $809K 0.12% NEW $158.02 +4.4%
115 ADI ANALOG DEVICES INC Technology 2,016.0 $801K 0.12% NEW $397.25 -6.1%
116 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,674.0 $800K 0.12% NEW $477.70 -12.3%
117 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 9,576.0 $777K 0.12% NEW $81.16 -10.5%
118 ORCL ORACLE CORP Technology 5,141.0 $753K 0.11% NEW $146.55 -0.1%
119 SHY ISHARES TR 8,974.0 $737K 0.11% NEW $82.11 -0.1%
120 CSCO CISCO SYS INC Technology 6,202.0 $728K 0.11% NEW $117.46 -5.5%
Page 6 of 10  ·  187 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.9%
Financial Services 13.8%
Communication Services 11.0%
Consumer Cyclical 10.0%
Healthcare 7.8%
Industrials 6.9%
Consumer Defensive 6.2%
Energy 3.2%
Real Estate 2.0%
Utilities 1.8%