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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 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 3,147.0 $249K 0.20% -70.0 -2.2% $79.06 +13.8%
82 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 4,163.0 $247K 0.20% $59.22 +7.9%
83 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 726.0 $245K 0.20% $337.95 +18.8%
84 GLD SPDR GOLD SHARES Financial Services 565.0 $243K 0.20% -35.0 -5.8% $430.29 -3.1%
85 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 5,415.0 $243K 0.20% +557.0 +11.5% $44.85 +2.3%
86 DVY ISHARES SELECT DIVIDEND ETF 1,480.0 $224K 0.18% -2K -51.6% $151.41 +1.8%
87 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,457.0 $210K 0.17% $144.45 -1.4%
88 ADBE ADOBE INC COM Technology 800.0 $194K 0.16% -9.0 -1.1% $243.08 +0.4%
89 C CITIGROUP INC COM NEW Financial Services 1,630.0 $185K 0.15% $113.41 +10.4%
90 BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 8,203.0 $183K 0.15% $22.36 +0.1%
91 AEM AGNICO EAGLE MINES LTD COM Basic Materials 900.0 $183K 0.15% $202.98 -12.4%
92 AWR AMER STATES WTR CO COM Utilities 2,411.0 $182K 0.15% $75.62 +0.9%
93 VUG VANGUARD GROWTH ETF 411.0 $180K 0.14% -1K -71.9% $436.79 -80.0%
94 BAC BANK OF AMER CORP COM Financial Services 3,623.0 $177K 0.14% $48.75 +5.6%
95 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 5,041.0 $166K 0.13% -281.0 -5.3% $32.95 +8.0%
96 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 2,700.0 $165K 0.13% -800.0 -22.9% $61.26 -3.5%
97 AFL AFLAC INC COM Financial Services 1,500.0 $165K 0.13% $109.71 +7.4%
98 ITB ISHARES U.S. HOME CONSTRUCTION ETF 1,778.0 $161K 0.13% $90.55 +0.3%
99 COWZ PACER US CASH COWS 100 ETF 2,547.0 $159K 0.13% $62.57 +1.3%
100 JPMORGAN ULTRA-SHORT INCOME ETF 3,070.0 $155K 0.12% $50.62
Page 5 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%