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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 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BIIB BIOGEN INC COM Healthcare 251.0 $46K 0.04% -2.0 -0.8% $183.33 +3.3%
82 SOXX ISHARES SEMICONDUCTOR ETF 126.0 $41K 0.03% -300.0 -70.4% $328.66 +59.8%
83 WDFC WD 40 CO COM Basic Materials 200.0 $41K 0.03% -374.0 -65.2% $203.94 +2.0%
84 CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF 1,209.0 $37K 0.03% -60.0 -4.7% $30.22 +2.4%
85 BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 1,565.0 $36K 0.03% -215.0 -12.1% $23.18 -0.3%
86 TLT ISHARES 20 YEAR TREASURY BOND ETF 403.0 $35K 0.03% -116.0 -22.4% $86.69 -2.8%
87 ARCC ARES CAPITAL CORP COM Financial Services 1,500.0 $27K 0.02% -150.0 -9.1% $18.02 +4.0%
88 PFE PFIZER INC COM Healthcare 931.0 $26K 0.02% -200.0 -17.7% $28.08 -7.6%
89 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 460.0 $26K 0.02% -10.0 -2.1% $55.52 +8.3%
90 KBWP INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF 204.0 $24K 0.02% -50.0 -19.7% $118.98 +1.9%
91 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 250.0 $24K 0.02% -248.0 -49.8% $94.92 +1.7%
92 F FORD MTR CO COM Consumer Cyclical 1,900.0 $22K 0.02% -1K -34.5% $11.54 +18.5%
93 EIX EDISON INTL COM Utilities 265.0 $19K 0.02% -5.0 -1.9% $73.18 -3.9%
94 SBUX STARBUCKS CORP COM Consumer Cyclical 208.0 $19K 0.01% -10.0 -4.6% $89.59 +18.9%
95 GLW CORNING INC COM Technology 134.0 $18K 0.01% -598.0 -81.7% $135.97 +41.1%
96 BP BP PLC SPONSORED ADR Energy 374.0 $18K 0.01% -1K -73.0% $47.00 -4.5%
97 LH LABCORP HOLDINGS INC COM SHS Healthcare 65.0 $17K 0.01% -12.0 -15.6% $266.82 -4.1%
98 NATL NCR ATLEOS CORPORATION COM SHS Technology 375.0 $16K 0.01% -76.0 -16.9% $43.58 +2.8%
99 DIS DISNEY WALT CO COM Communication Services 166.0 $16K 0.01% -424.0 -71.9% $96.38 +7.5%
100 SO SOUTHERN CO COM Utilities 150.0 $14K 0.01% -8K -98.1% $96.52 -3.0%
Page 5 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%