Stock Taper 
SAN LUIS WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
| ER EQUITY RESIDENTIAL | EQR | 15.97K | $1.08M |
 Dominion Energy, Inc. | D | 16.14K | $1.1M |
 Bristol-Myers Squibb Company | BMY | 17.45K | $1.01M |
 Visa Inc. | V | 17.75K | $6.09M |
 TechnipFMC plc | FTI | 17.85K | $1.18M |
 British American Tobacco p.l.c. | BTI | 18.43K | $1.14M |
 Rocket Lab USA, Inc. | RKLB | 19.01K | $1.93M |
 Fifth Third Bancorp | FITB | 19.37K | $1.09M |
 JPMorgan Chase & Co. | JPM | 19.7K | $6.45M |
 Broadcom Inc. | AVGO | 21.64K | $8.17M |
 Adobe Inc. | ADBE | 23K | $4.71M |
 UnitedHealth Group Incorporated | UNH | 24.98K | $10.38M |
 Altria Group, Inc. | MO | 25.21K | $1.81M |
 Exxon Mobil Corporation | XOM | 28.61K | $3.91M |
 Tesla, Inc. | TSLA | 29.33K | $12.34M |
 Kinder Morgan, Inc. | KMI | 30.34K | $969.91K |
 Microsoft Corporation | MSFT | 33.3K | $12.42M |
 Franklin Resources, Inc. | BEN | 34.55K | $1.15M |
 Truist Financial Corporation | TFC | 39.21K | $1.95M |
 Alphabet Inc. | GOOGL | 42.26K | $15.1M |