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Portfolio (Quarterly) Guide ↗

WFA of San Diego, LLC

· CIK 0001821407
13F Portfolio $137M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 401 New
Page 6 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHW SCHWAB CHARLES CORP COM Financial Services 1,736.0 $173K 0.13% NEW $99.91 -9.8%
102 ITB ISHARES U.S. HOME CONSTRUCTION ETF 1,778.0 $171K 0.12% NEW $96.30 -5.7%
103 INTC INTEL CORP COM Technology 4,590.0 $169K 0.12% NEW $36.90 +221.1%
104 KO COCA COLA CO COM Consumer Defensive 2,375.0 $166K 0.12% NEW $69.91 +16.1%
105 AFL AFLAC INC COM Financial Services 1,500.0 $165K 0.12% NEW $110.27 +6.8%
106 LEIDOS HOLDINGS INC COM 872.0 $157K 0.12% NEW $180.40
107 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 3,500.0 $156K 0.12% NEW $44.71 +32.3%
108 CDNS CADENCE DESIGN SYSTEM INC COM Technology 500.0 $156K 0.11% NEW $312.58 +14.7%
109 JPMORGAN ULTRA-SHORT INCOME ETF 3,066.0 $155K 0.11% NEW $50.58
110 LOW LOWES COS INC COM Consumer Cyclical 641.0 $155K 0.11% NEW $241.16 -9.9%
111 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 1,810.0 $153K 0.11% NEW $84.64 +12.4%
112 COWZ PACER US CASH COWS 100 ETF 2,544.0 $153K 0.11% NEW $60.17 +5.3%
113 AEM AGNICO EAGLE MINES LTD COM Basic Materials 900.0 $153K 0.11% NEW $169.53 +4.8%
114 SCHF SCHWAB INTERNATIONAL EQUITY ETF 6,202.0 $149K 0.11% NEW $24.04 +13.8%
115 SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 5,501.0 $139K 0.10% NEW $25.24 -1.2%
116 ALL ALLSTATE CORP COM Financial Services 666.0 $139K 0.10% NEW $208.15 +3.0%
117 MCD MCDONALDS CORP COM Consumer Cyclical 444.0 $136K 0.10% NEW $305.85 -7.1%
118 MUB ISHARES NATIONAL MUNI BOND ETF 1,215.0 $130K 0.10% NEW $107.11 -1.0%
119 SOXX ISHARES SEMICONDUCTOR ETF 426.0 $128K 0.09% NEW $301.15 +74.4%
120 HD HOME DEPOT INC COM Consumer Cyclical 373.0 $128K 0.09% NEW $343.64 -8.7%
Page 6 of 21  ·  401 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 42.1%
Financial Services 13.4%
Communication Services 8.0%
Healthcare 7.7%
Consumer Cyclical 7.6%
Utilities 5.9%
Industrials 5.4%
Consumer Defensive 4.6%
Energy 3.8%
Real Estate 1.0%