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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 13 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MPC MARATHON PETE CORP COM Energy 100.0 $24K 0.02% $244.18 +1.7%
242 KBWP INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF 204.0 $24K 0.02% -50.0 -19.7% $118.98 +1.9%
243 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 250.0 $24K 0.02% -248.0 -49.8% $94.92 +1.7%
244 OXY OCCIDENTAL PETE CORP COM Energy 363.0 $24K 0.02% $65.00 -9.5%
245 MGK VANGUARD MEGA CAP GROWTH ETF 63.0 $23K 0.02% $367.44 -75.8%
246 RMD RESMED INC COM Healthcare 100.0 $22K 0.02% $224.48 -6.5%
247 BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF 1,015.0 $22K 0.02% $21.81 -0.3%
248 FTV FORTIVE CORP COM Technology 400.0 $22K 0.02% $55.28 +6.8%
249 F FORD MTR CO COM Consumer Cyclical 1,900.0 $22K 0.02% -1K -34.5% $11.54 +18.5%
250 B BARRICK MNG CORP COM SHS Basic Materials 530.0 $22K 0.02% $40.79 +1.1%
251 JPRE JPMORGAN REALTY INCOME ETF 443.0 $21K 0.02% $48.07 +8.9%
252 DOW DOW HLDGS INC COM Basic Materials 500.0 $21K 0.02% $41.65 -13.8%
253 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 473.0 $20K 0.02% $43.06 -0.7%
254 EIX EDISON INTL COM Utilities 265.0 $19K 0.02% -5.0 -1.9% $73.18 -3.9%
255 ALLW STATE STREET BRIDGEWATER ALL WEATHER ETF 660.0 $19K 0.01% +105.0 +18.9% $28.85 +3.3%
256 SPG SIMON PPTY GROUP INC NEW COM Real Estate 100.0 $19K 0.01% $186.53 +9.4%
257 SBUX STARBUCKS CORP COM Consumer Cyclical 208.0 $19K 0.01% -10.0 -4.6% $89.59 +18.9%
258 PDM PIEDMONT REALTY TRUST INC COM CL A Real Estate 2,828.0 $19K 0.01% $6.57 +23.0%
259 GLW CORNING INC COM Technology 134.0 $18K 0.01% -598.0 -81.7% $135.97 +41.1%
260 BP BP PLC SPONSORED ADR Energy 374.0 $18K 0.01% -1K -73.0% $47.00 -4.5%
Page 13 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%