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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 12 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 600.0 $28K 0.02% $46.67 +34.2%
222 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 116.0 $28K 0.02% $239.99 +25.9%
223 COF CAPITAL ONE FINL CORP COM Financial Services 152.0 $28K 0.02% $182.43 +2.3%
224 WMT WALMART INC COM Consumer Defensive 222.0 $28K 0.02% $124.28 +5.3%
225 KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 2,200.0 $28K 0.02% $12.54 -0.5%
226 ARCC ARES CAPITAL CORP COM Financial Services 1,500.0 $27K 0.02% -150.0 -9.1% $18.02 +4.0%
227 GLAD GLADSTONE CAP CORP COM NEW Financial Services 1,550.0 $27K 0.02% $17.35 +10.4%
228 AMP AMERIPRISE FINL INC COM Financial Services 60.0 $27K 0.02% $444.40 +1.4%
229 LECO LINCOLN ELEC HLDGS INC COM Industrials 107.0 $27K 0.02% $249.08 +4.4%
230 NOC NORTHROP GRUMMAN CORP COM Industrials 39.0 $27K 0.02% $682.23 -19.2%
231 VLTO VERALTO CORP COM SHS Industrials 300.0 $27K 0.02% $88.42 -2.5%
232 ESGE ISHARES ESG AWARE MSCI EM ETF 577.0 $26K 0.02% $45.47 +15.8%
233 PFE PFIZER INC COM Healthcare 931.0 $26K 0.02% -200.0 -17.7% $28.08 -7.6%
234 MUC BLACKROCK MUNIHLDNGS CALI COM Financial Services 2,513.0 $26K 0.02% $10.40 +1.5%
235 IBIT ISHARES BITCOIN TRUST ETF Financial Services 670.0 $26K 0.02% $38.42 +14.5%
236 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 460.0 $26K 0.02% -10.0 -2.1% $55.52 +8.3%
237 DHR DANAHER CORP DEL COM Healthcare 134.0 $25K 0.02% $189.60 -8.6%
238 TQQQ PROSHARES ULTRAPRO QQQ 600.0 $25K 0.02% $41.68 +84.6%
239 FEDERATED HERMES INC CL B 435.0 $25K 0.02% $56.71
240 ILMN ILLUMINA INC COM Healthcare 200.0 $25K 0.02% $123.26 +17.5%
Page 12 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%