San Luis Wealth Advisors LLC has released an amended 13F filing, indicating total holdings of approximately $685 million as of September 30, 2026. This update is significant as it sheds light on the firm's investment strategies and positions in various sectors.
The filing, submitted on October 27, 2026, reflects the firm's ongoing commitment to transparency in its investment activities. The amendment is classified as a restatement, which may suggest adjustments to previously reported figures or additional disclosures.
Company Background
San Luis Wealth Advisors LLC is a financial advisory firm based in San Luis Obispo, California. The firm is categorized under the SEC's classification for other entities, and it operates without publicly traded stock or listed exchanges. Its Central Index Key (CIK) is 0001844709, and it has been active in filing various forms with the SEC, including 13F reports that detail its holdings.
What the Filing Says
The recent filing indicates that San Luis Wealth Advisors holds a total of 186 positions with a combined value of $685,184,450. This figure reflects the firm's investment discretion over its assets. The filing emphasizes the importance of maintaining accurate and updated records of their holdings.
Impact
This update may affect various stakeholders, including clients of San Luis Wealth Advisors who rely on the firm's investment decisions and strategies. Additionally, competitors in the wealth management sector may analyze these changes to inform their own investment approaches and client offerings.
What's Next
The filing does not specify what happens next for San Luis Wealth Advisors, but it is likely that the firm will continue to monitor and adjust its investment strategies in response to market conditions and client needs.