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Home > Institutional Investor > San Luis Wealth Advisors Llc > Profile

Instuitional Investor - San Luis Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: San Luis Wealth Advisors Llc
Portfolio Value $528,127
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ea Series Trust
 2,926,003 $79,324 15.01%
2.
Vanguard Malvern Fds - CORE BD ETF
 519,034 $39,348 7.45%
3.
Apple Inc.
 AAPL 141,196 $35,358 6.69%
4.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 546,699 $27,537 5.21%
5.
Schwab Strategic Trust
 FNDF 1,043,209 $23,024 4.35%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)