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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1,365.0 $136K 0.11% -735.0 -35.0% $99.27 -0.9%
62 INTC INTEL CORP COM Technology 2,940.0 $130K 0.10% -2K -36.0% $44.13 +168.5%
63 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 2,170.0 $125K 0.10% -207.0 -8.7% $57.64 +6.7%
64 NEE NEXTERA ENERGY INC COM Utilities 1,335.0 $124K 0.10% -15.0 -1.1% $92.88 -3.4%
65 MCD MCDONALDS CORP COM Consumer Cyclical 372.0 $116K 0.09% -72.0 -16.2% $310.56 -8.5%
66 VZ VERIZON COMMUNICATIONS INC COM Communication Services 2,232.0 $112K 0.09% -3K -54.0% $50.20 -4.7%
67 T AT&T INC COM Communication Services 3,765.0 $109K 0.09% -4K -53.3% $28.99 -14.0%
68 EMR EMERSON ELEC CO COM Industrials 815.0 $107K 0.09% -35.0 -4.1% $131.02 +3.0%
69 ESGV VANGUARD ESG U.S. STOCK ETF 807.0 $91K 0.07% -50.0 -5.8% $112.27 +16.6%
70 PEP PEPSICO INC COM Consumer Defensive 560.0 $87K 0.07% -6.0 -1.1% $155.15 -4.1%
71 USB US BANCORP COM NEW Financial Services 1,650.0 $86K 0.07% -110.0 -6.2% $52.01 +4.8%
72 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 378.0 $83K 0.07% -23.0 -5.7% $218.75 +2.0%
73 CVS CVS HEALTH CORP COM Healthcare 1,057.0 $76K 0.06% -120.0 -10.2% $71.82 +29.9%
74 KO COCA COLA CO COM Consumer Defensive 975.0 $74K 0.06% -1K -59.0% $76.05 +6.7%
75 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 345.0 $70K 0.06% -35.0 -9.2% $203.18 +8.3%
76 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 2,270.0 $69K 0.06% -136.0 -5.7% $30.32 +2.7%
77 TXN TEXAS INSTRS INC COM Technology 350.0 $68K 0.06% -50.0 -12.5% $194.14 +57.0%
78 CSCO CISCO SYS INC COM Technology 840.0 $65K 0.05% -13.0 -1.5% $77.59 +52.3%
79 SCHZ SCHWAB US AGGREGATE BOND ETF 2,710.0 $63K 0.05% -781.0 -22.4% $23.22 -1.0%
80 AXP AMERICAN EXPRESS CO COM Financial Services 190.0 $57K 0.05% -2.0 -1.0% $302.48 +2.4%
Page 4 of 6  ·  117 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%