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Portfolio (Quarterly) Guide ↗

WFA of San Diego, LLC

· CIK 0001821407
13F Portfolio $125M AUM 404 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 31 Added 117 Reduced 22 Exited
Page 1 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC COM Technology 53,975.0 $13.7M 10.99% -544.0 -1.0% $253.79 +20.2%
2 VTI VANGUARD TOTAL STOCK MARKET ETF 32,946.0 $10.6M 8.48% -694.0 -2.1% $320.81 +13.8%
3 VONG VANGUARD RUSSELL 1000 GROWTH ETF 31,882.0 $3.5M 2.81% -2K -4.8% $109.69 +17.0%
4 BERKSHIRE HATHAWAY INC DEL CL B NEW 6,592.0 $3.2M 2.54% -1K -13.4% $479.16
5 PRF INVESCO RAFI US 1000 ETF 65,922.0 $3.1M 2.51% -541.0 -0.8% $47.53 +11.1%
6 VONV VANGUARD RUSSELL 1000 VALUE ETF 31,141.0 $2.9M 2.34% -1K -3.7% $93.74 +9.8%
7 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 31,291.0 $2.9M 2.33% -3K -8.0% $92.69 -3.0%
8 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 37,979.0 $2.8M 2.23% -1K -2.8% $73.14 +0.8%
9 XOM EXXON MOBIL CORP COM Energy 11,348.0 $1.9M 1.54% -100.0 -0.9% $169.66 -7.9%
10 SCHB SCHWAB U.S. BROAD MARKET ETF 69,642.0 $1.7M 1.40% -4K -6.0% $25.10 +13.9%
11 JAAA JANUS HENDERSON AAA CLO ETF 31,892.0 $1.6M 1.29% -976.0 -3.0% $50.37 +0.6%
12 MSFT MICROSOFT CORP COM Technology 4,139.0 $1.5M 1.23% -25.0 -0.6% $370.17 +13.2%
13 QCOM QUALCOMM INC COM Technology 10,282.0 $1.3M 1.06% -4K -26.8% $128.78 +57.3%
14 FHYS FEDERATED HERMES SHORT DURATION HIGH YIELD ETF 55,401.0 $1.3M 1.02% -542.0 -1.0% $22.91 +1.0%
15 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 29,705.0 $1.3M 1.01% -501.0 -1.7% $42.54 +12.6%
16 SCHM SCHWAB U.S. MID-CAP ETF 33,564.0 $1.0M 0.83% -805.0 -2.3% $30.96 +11.6%
17 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 21,753.0 $993K 0.80% -305.0 -1.4% $45.65 +10.3%
18 AMZN AMAZON COM INC COM Consumer Cyclical 4,388.0 $914K 0.73% -8K -64.6% $208.27 +28.9%
19 IJR ISHARES CORE S&P SMALL CAP ETF 6,527.0 $811K 0.65% -535.0 -7.6% $124.30 +9.6%
20 PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 11,271.0 $788K 0.63% -81.0 -0.7% $69.90 +9.9%
Page 1 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.0%
Financial Services 15.7%
Communication Services 8.0%
Industrials 7.4%
Healthcare 7.3%
Energy 6.0%
Consumer Cyclical 4.6%
Consumer Defensive 2.7%
Utilities 2.5%
Real Estate 1.2%