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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 9 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 440.0 $66K 0.05% $150.00 +0.8%
162 CSCO CISCO SYS INC COM Technology 840.0 $65K 0.05% -13.0 -1.5% $77.59 +52.3%
163 VOOG VANGUARD S&P 500 GROWTH ETF 159.0 $65K 0.05% $407.69 -79.9%
164 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,063.0 $64K 0.05% $60.65 -1.8%
165 BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 1,341.0 $64K 0.05% $47.47 -0.4%
166 DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 400.0 $63K 0.05% $158.58 +6.7%
167 VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 1,006.0 $63K 0.05% $62.83 -0.7%
168 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 1,347.0 $63K 0.05% $46.91 +8.9%
169 SCHZ SCHWAB US AGGREGATE BOND ETF 2,710.0 $63K 0.05% -781.0 -22.4% $23.22 -1.0%
170 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 1,000.0 $61K 0.05% $61.35 -14.7%
171 UNP UNION PAC CORP COM Industrials 250.0 $61K 0.05% $242.62 +9.6%
172 A AGILENT TECHNOLOGIES INC COM Healthcare 514.0 $59K 0.05% $113.98 +0.7%
173 MMM 3M CO COM Industrials 400.0 $58K 0.05% $145.23 +4.4%
174 AXP AMERICAN EXPRESS CO COM Financial Services 190.0 $57K 0.05% -2.0 -1.0% $302.48 +2.4%
175 MPLX MPLX LP COM UNIT REP LTD Energy 1,000.0 $57K 0.05% $57.07 -2.5%
176 PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 1,225.0 $57K 0.05% $46.40 +8.0%
177 ATO ATMOS ENERGY CORP COM Utilities 300.0 $55K 0.04% $184.72 -3.9%
178 ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF 762.0 $53K 0.04% $70.14
179 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 2,069.0 $53K 0.04% $25.62 -1.1%
180 SPY STATE STREET SPDR S&P 500 ETF Financial Services 81.0 $53K 0.04% $650.35 +14.2%
Page 9 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%