# EDGAR Filing Document

**Accession Number:** 0001844709
**File Stem:** 0001844709-23-000001
**Filing Date:** 2023-2
**Character Count:** 10166
**Document Hash:** d181df2621043ddf31de169bf80b694f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001844709-23-000001.hdr.sgml**: 20230202

**ACCESSION NUMBER**: 0001844709-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230202

**DATE AS OF CHANGE**: 20230202

**EFFECTIVENESS DATE**: 20230202

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** San Luis Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0001844709
- **IRS NUMBER:** 851106436
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20584
- **FILM NUMBER:** 23579736

**BUSINESS ADDRESS:**
- **STREET 1:** 735 TANK FARM ROAD
- **STREET 2:** SUITE 264
- **CITY:** SAN LUIS OBISPO
- **STATE:** CA
- **ZIP:** 93401
- **BUSINESS PHONE:** 8058100002

**MAIL ADDRESS:**
- **STREET 1:** 735 TANK FARM ROAD
- **STREET 2:** SUITE 264
- **CITY:** SAN LUIS OBISPO
- **STATE:** CA
- **ZIP:** 93401

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** San Luis Wealth Advisors LLC<br>**Address:** 735 TANK FARM ROAD<br>SUITE 264<br>SAN LUIS OBISPO, CA 93401

**Form 13F File Number:** 028-20584

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashleigh Swayze<br>**Title:** Counsel<br>**Phone:** 6463953900

**Signature, Place, and Date of Signing:**

Ashleigh Swayze  Newtown, PA  02-02-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 69

**Form 13F Information Table Value Total:** $107235

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 2262 | 18863 | SH |  | SOLE |  | 0 | 0 | 18863 |
| ABBVIE INC | COM | 00287Y109 |  | 239 | 1479 | SH |  | SOLE |  | 0 | 0 | 1479 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 |  | 992 | 6746 | SH |  | SOLE |  | 0 | 0 | 6746 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4432 | 50228 | SH |  | SOLE |  | 0 | 0 | 50228 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 316 | 6914 | SH |  | SOLE |  | 0 | 0 | 6914 |
| AT INC | COM | 00206R102 |  | 1897 | 103040 | SH |  | SOLE |  | 0 | 0 | 103040 |
| BLACKROCK INC | COM | 09247X101 |  | 2698 | 3807 | SH |  | SOLE |  | 0 | 0 | 3807 |
| BLACKROCK RES  COMMODITIES | SHS | 09257A108 |  | 443 | 44416 | SH |  | SOLE |  | 0 | 0 | 44416 |
| BLACKSTONE INC | COM | 09260D107 |  | 334 | 4507 | SH |  | SOLE |  | 0 | 0 | 4507 |
| BROADCOM INC | COM | 11135F101 |  | 1040 | 1859 | SH |  | SOLE |  | 0 | 0 | 1859 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 1948 | 14520 | SH |  | SOLE |  | 0 | 0 | 14520 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 953 | 10409 | SH |  | SOLE |  | 0 | 0 | 10409 |
| CALAMOS GBL DYN INCOME FUND | COM | 12811L107 |  | 103 | 18547 | SH |  | SOLE |  | 0 | 0 | 18547 |
| CALAMOS LNG SHR EQT DYNAMIC | COM | 12812C106 |  | 187 | 12326 | SH |  | SOLE |  | 0 | 0 | 12326 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 973 | 10469 | SH |  | SOLE |  | 0 | 0 | 10469 |
| CHUBB LIMITED | COM | H1467J104 |  | 904 | 4098 | SH |  | SOLE |  | 0 | 0 | 4098 |
| CISCO SYS INC | COM | 17275R102 |  | 1294 | 27152 | SH |  | SOLE |  | 0 | 0 | 27152 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 2230 | 63757 | SH |  | SOLE |  | 0 | 0 | 63757 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 1143 | 18584 | SH |  | SOLE |  | 0 | 0 | 18584 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 1070 | 7825 | SH |  | SOLE |  | 0 | 0 | 7825 |
| EAST WEST BANCORP INC | COM | 27579R104 |  | 923 | 14008 | SH |  | SOLE |  | 0 | 0 | 14008 |
| EVERCORE INC | CLASS A | 29977A105 |  | 1082 | 9920 | SH |  | SOLE |  | 0 | 0 | 9920 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 4852 | 43988 | SH |  | SOLE |  | 0 | 0 | 43988 |
| FEDEX CORP | COM | 31428X106 |  | 986 | 5691 | SH |  | SOLE |  | 0 | 0 | 5691 |
| FIRST AMERN FINL CORP | COM | 31847R102 |  | 1041 | 19889 | SH |  | SOLE |  | 0 | 0 | 19889 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 895 | 20386 | SH |  | SOLE |  | 0 | 0 | 20386 |
| GARMIN LTD | SHS | H2906T109 |  | 963 | 10437 | SH |  | SOLE |  | 0 | 0 | 10437 |
| GLOBAL X FDS | S 500 COVERED | 37954Y475 |  | 305 | 7750 | SH |  | SOLE |  | 0 | 0 | 7750 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 329 | 20649 | SH |  | SOLE |  | 0 | 0 | 20649 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 240 | 2337 | SH |  | SOLE |  | 0 | 0 | 2337 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 |  | 540 | 12582 | SH |  | SOLE |  | 0 | 0 | 12582 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 244 | 4876 | SH |  | SOLE |  | 0 | 0 | 4876 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 258 | 10469 | SH |  | SOLE |  | 0 | 0 | 10469 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 |  | 13537 | 274749 | SH |  | SOLE |  | 0 | 0 | 274749 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 5619 | 112084 | SH |  | SOLE |  | 0 | 0 | 112084 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 682 | 5084 | SH |  | SOLE |  | 0 | 0 | 5084 |
| LINDE PLC | SHS | G5494J103 |  | 501 | 1535 | SH |  | SOLE |  | 0 | 0 | 1535 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 1064 | 12813 | SH |  | SOLE |  | 0 | 0 | 12813 |
| MANPOWERGROUP INC WIS | COM | 56418H100 |  | 1823 | 21914 | SH |  | SOLE |  | 0 | 0 | 21914 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1945 | 5593 | SH |  | SOLE |  | 0 | 0 | 5593 |
| MATSON INC | COM | 57686G105 |  | 841 | 13447 | SH |  | SOLE |  | 0 | 0 | 13447 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 2501 | 32184 | SH |  | SOLE |  | 0 | 0 | 32184 |
| META PLATFORMS INC | CL A | 30303M102 |  | 516 | 4288 | SH |  | SOLE |  | 0 | 0 | 4288 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 476 | 5697 | SH |  | SOLE |  | 0 | 0 | 5697 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3995 | 27334 | SH |  | SOLE |  | 0 | 0 | 27334 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 1016 | 6429 | SH |  | SOLE |  | 0 | 0 | 6429 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 1402 | 19687 | SH |  | SOLE |  | 0 | 0 | 19687 |
| PG CORP | COM | 69331C108 |  | 488 | 30000 | SH |  | SOLE |  | 0 | 0 | 30000 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 2132 | 19545 | SH |  | SOLE |  | 0 | 0 | 19545 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 765 | 10847 | SH |  | SOLE |  | 0 | 0 | 10847 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 230 | 6724 | SH |  | SOLE |  | 0 | 0 | 6724 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 |  | 218 | 2223 | SH |  | SOLE |  | 0 | 0 | 2223 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 4098 | 32929 | SH |  | SOLE |  | 0 | 0 | 32929 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 1683 | 12390 | SH |  | SOLE |  | 0 | 0 | 12390 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 334 | 2584 | SH |  | SOLE |  | 0 | 0 | 2584 |
| SERVICENOW INC | COM | 81762P102 |  | 754 | 1942 | SH |  | SOLE |  | 0 | 0 | 1942 |
| SHOPIFY INC | CL A | 82509L107 |  | 1233 | 35536 | SH |  | SOLE |  | 0 | 0 | 35536 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 |  | 2092 | 22959 | SH |  | SOLE |  | 0 | 0 | 22959 |
| SLM CORP | COM | 78442P106 |  | 1080 | 65075 | SH |  | SOLE |  | 0 | 0 | 65075 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 284 | 61539 | SH |  | SOLE |  | 0 | 0 | 61539 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1430 | 8429 | SH |  | SOLE |  | 0 | 0 | 8429 |
| TECHNIPFMC PLC | COM | G87110105 |  | 341 | 27947 | SH |  | SOLE |  | 0 | 0 | 27947 |
| TESLA INC | COM | 88160R101 |  | 2889 | 23454 | SH |  | SOLE |  | 0 | 0 | 23454 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 3298 | 6220 | SH |  | SOLE |  | 0 | 0 | 6220 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 2102 | 27959 | SH |  | SOLE |  | 0 | 0 | 27959 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 308 | 965 | SH |  | SOLE |  | 0 | 0 | 965 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 3865 | 98108 | SH |  | SOLE |  | 0 | 0 | 98108 |
| VISA INC | COM CL A | 92826C839 |  | 3258 | 15682 | SH |  | SOLE |  | 0 | 0 | 15682 |
| WP CAREY INC | COM | 92936U109 |  | 319 | 4086 | SH |  | SOLE |  | 0 | 0 | 4086 |

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