StockDriftsStockDriftsTop 50 San Luis Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FDIV | EA SERIES TRUST | 6.14% | 1.39M | $37.1M | +0.89%(+12.25K) | $11.44(+136.19%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.81% | 693.3K | $35.1M | -2.28%(-16.15K) | $50.48(+0.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.29% | 125.9K | $32.0M | -0.42%(-527) | $142.10(+110.32%) | 2026-03-31 | |
| TOTL | SSGA ACTIVE ETF TR | 4.77% | 726.0K | $28.8M | +10.40%(+68.36K) | $40.31(-2.21%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.87% | 134.2K | $23.4M | -1.54%(-2.10K) | $52.86(+327.23%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 3.67% | 286.7K | $22.2M | +15.39%(+38.24K) | $76.91(+0.08%) | 2026-03-31 | |
| VCRM | VANGUARD MUN BD FDS | 2.87% | 230.4K | $17.3M | -3.60%(-8.61K) | $74.01(+2.02%) | 2026-03-31 | |
| DIVB | ISHARES TR | 2.75% | 307.9K | $16.6M | +3.53%(+10.51K) | $48.45(+20.25%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.3% | 278.1K | $13.9M | -3.31%(-9.53K) | $50.43(-0.65%) | 2026-03-31 | |
| TGT | TARGET CORP | 2.12% | 105.9K | $12.8M | +8.92%(+8.67K) | $100.30(+21.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.88% | +29.06% |
| Top 20 Holdings Unweighted | +12.81% | +43.56% |
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