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Ea Series Trust shares owned by San Luis Wealth Advisors

Quarter-by-quarter ownership of Ea Series Trust (FMTM) shares owned by San Luis Wealth Advisors from 13F filings

Historical chart of San Luis Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 165k 29.93
2025-06-30 $4.0M 151k 26.67

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Divid Etf (DIVB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Tesla Motors (TSLA)
Vanguard Specialized Funds Div App Etf (VIG)
Target Corporation (TGT)

View all positions for San Luis Wealth Advisors

Top funds holding Ea Series Trust

San Luis Wealth Advisors
Lokken Investment Group
Mutual Advisors
Arrowroot Family Office
Andina Capital Management
Money Concepts Capital Corp
Citadel Advisors
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Ritter Daniher Financial Advisory LLC / DE
CoreCap Advisors

View all funds holding Ea Series Trust