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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 12.0 $832.0 0.00% NEW $69.33 +9.5%
22 CRWV COREWEAVE INC COM CL A Technology 6.0 $465.0 NEW $77.50 +38.8%
23 ALAB ASTERA LABS INC COM Technology 4.0 $438.0 NEW $109.50 +172.0%
24 NTSK NETSKOPE INC CL A Technology 30.0 $255.0 NEW $8.50 +36.1%
25 U UNITY SOFTWARE INC COM Technology 10.0 $219.0 NEW $21.90 +19.8%
Page 2 of 2  ·  25 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%