San Luis Wealth Advisors LLC
RIA/Wealth
San Luis Wealth Advisors LLC is a RIA/Wealth based in San Luis Obispo, CA led by Luke David Kittinger, reporting $705.5M in AUM as of Q3 2025 with 53% ETF concentration.
CEOLuke David Kittinger
- Portfolio Value
- $550.3M
- Positions
- 176
- Top Holding
- FDIV at 7.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in San Luis Wealth Advisors LLC's portfolio (42.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $41.3M | 7.50% | -$7.7M Sold | — 1.5M shares | |
ETF ETF | $38.9M | 7.07% | +$4.7M Bought | — 766.7K shares | |
Consumer Electronics Technology | $32.8M | 5.96% | +$1.8M Bought | 0.00% 128.9K shares | |
Semiconductors Technology | $24.6M | 4.48% | +$2.1M Bought | 0.00% 132.0K shares | |
ETF ETF | $24.3M | 4.41% | +$24.3M New | — 598.5K shares | |
ETF ETF | $17.9M | 3.26% | +$1.4M Bought | — 228.6K shares | |
ETF ETF | $14.9M | 2.72% | — | — 656.7K shares | |
Software - Infrastructure Technology | $13.8M | 2.51% | +$1.4M Bought | 0.00% 26.6K shares | |
ETF ETF | $13.4M | 2.44% | +$13.4M New | — 268.1K shares | |
ETF ETF | $12.5M | 2.27% | +$4.2M Bought | — 239.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in San Luis Wealth Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-43.5% | |
-31.12% | |
-26.81% | |
-23.41% |
Analytics
Portfolio insights and performance metrics for San Luis Wealth Advisors LLC
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