Long-term investor

San Luis Wealth Advisors LLC @sanluiswealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844709).

Record

  • Tracked since 2025-06-30 (431 days), 121 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.7% · 6 months +11.6% · 1 year +11.6% · all +11.6%
  • Max drawdown -1.6% · Sharpe 0.72 · win rate 39% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 5.6% · long · since 2025-06-30
  • 02072L417 · 5.5% · long · since 2025-06-30
  • NVDA · 4.1% · long · since 2025-06-30
  • 46641Q837 · 3.7% · long · since 2025-06-30
  • 922020748 · 3.7% · long · since 2025-06-30
  • 78467V848 · 3.3% · long · since 2025-12-31
  • 46435U861 · 2.9% · long · since 2025-06-30
  • 66538H179 · 2.7% · long · since 2025-06-30
  • 922907712 · 2.5% · long · since 2025-06-30
  • 72201R585 · 2.4% · long · since 2025-12-31
  • GOOGL · 2.3% · long · since 2025-06-30
  • AMZN · 2.0% · long · since 2025-06-30

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