BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 4 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQ INVESCO QQQ TRUST SERIES I Financial Services 597.0 $345K 0.28% -10.0 -1.6% $577.08 +23.8%
62 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 5,694.0 $339K 0.27% -40.0 -0.7% $59.55 -1.3%
63 SCHP SCHWAB US TIPS ETF 12,340.0 $328K 0.26% -350.0 -2.8% $26.61 +0.0%
64 GE GE AEROSPACE COM NEW Industrials 1,102.0 $313K 0.25% $283.77 +6.3%
65 WELLS FARGO & CO PERP PFD CNV A 267.0 $308K 0.25% -8.0 -2.9% $1155.00
66 MA MASTERCARD INCORPORATED CL A Financial Services 612.0 $306K 0.24% -50.0 -7.5% $499.66 -0.0%
67 PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 14,469.0 $302K 0.24% -606.0 -4.0% $20.90 +1.2%
68 RTX RTX CORPORATION COM Industrials 1,555.0 $300K 0.24% $192.90 -9.4%
69 GEV GE VERNOVA INC COM Utilities 339.0 $296K 0.24% $872.90 +19.6%
70 BA BOEING CO COM Industrials 1,469.0 $292K 0.23% $199.07 +10.3%
71 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 6,354.0 $292K 0.23% -136.0 -2.1% $45.89 -1.9%
72 JPM JPMORGAN CHASE & CO COM Financial Services 983.0 $289K 0.23% $294.16 +3.0%
73 LMT LOCKHEED MARTIN CORP COM Industrials 478.0 $289K 0.23% $604.39 -13.5%
74 IAU ISHARES GOLD TRUST Financial Services 3,137.0 $277K 0.22% -444.0 -12.4% $88.16 -3.1%
75 SRE SEMPRA COM Utilities 2,814.0 $273K 0.22% -14K -83.3% $97.17 -5.9%
76 SDY STATE STREET SPDR S&P DIVIDEND ETF 1,853.0 $270K 0.22% -899.0 -32.7% $145.94 +1.9%
77 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1,840.0 $262K 0.21% -25.0 -1.3% $142.43 +13.8%
78 BIO BIO RAD LABS INC CL A Healthcare 920.0 $256K 0.21% $278.75 +2.9%
79 LST LEUTHOLD SELECT INDUSTRIES ETF 6,242.0 $252K 0.20% $40.45 +11.7%
80 MRK MERCK & CO INC COM Healthcare 2,070.0 $249K 0.20% -400.0 -16.2% $120.29 -3.7%
Page 4 of 21  ·  404 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%