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 (462 days), 121 trades recorded
- Returns: week n/a · month n/a · 90 days -1.7% · 6 months +4.3% · 1 year +3.9% · all +3.9%
- Max drawdown n/a · 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