San Luis Wealth Advisors Q2 2026 Portfolio Activity: Major Purchases & Sales Observed
A detailed look at stock purchases and sales by San Luis Wealth Advisors Llc during the second quarter of 2026, highlighting significant changes in their investment strategy.
As reported on InsiderSet, San Luis Wealth Advisors Llc managed a substantial portfolio valued at $578,206,610 as of June 30th, 2026. This comprehensive review focuses on observable changes in their holdings during the most recent quarter.
The investor demonstrated notable buying activity this period, particularly evident through significant increases or new positions established:
- BUYW (NORTHERN LTS FD TR IV) saw a substantial increase of 40.93% in shares, representing significant portfolio reinvestment.
- PYLD (PIMCO ETF TR) experienced an enormous share growth of 75.49%, adding considerable value to the fund.
- New positions were initiated with ICLO, NEAR, and IGV (all linked to InsiderSet), indicating diversification into different asset classes or strategies.
- NVO (NOVO-NORDISK A S) was fully replaced, suggesting a complete shift in allocation for this holding.
- PAVE (GLOBAL X FDS) also saw its position completely renewed during the quarter.
Conversely, San Luis Wealth Advisors Llc disposed of several substantial holdings:
- VZ (VERIZON COMMUNICATIONS INC) experienced a drastic reduction in position size by 75.53%, indicating a significant sell-off.
- The investor also sold out positions in TGT (TARGET CORP), which decreased its portfolio allocation percentage from previous levels, though not listed among the most significant sellers by name.
- JPM, TSLA, and other stocks previously held by the fund are mentioned as significant sells in their filing, even if not detailed here.
The changes observed reflect a dynamic investment approach. The portfolio's allocation to Technology remains strong at 17.73%, while holdings like AAPL and GOOGL, though not changed this quarter, continue to hold significant weight.
The overall portfolio turnover rate was high during Q2 2026. The total number of holdings decreased slightly from the prior period (as indicated by 'has_large_buys' and 'has_large_sells'), but there were substantial shifts in individual allocations, impacting sector distribution percentages.
For a complete picture including all stock movements and detailed allocation breakdowns for this quarter ending June 30th, 2026, please refer to the official filing on InsiderSet.