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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 14 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EFG ISHARES MSCI EAFE GROWTH ETF 157.0 $17K 0.01% $111.37 +9.0%
262 LH LABCORP HOLDINGS INC COM SHS Healthcare 65.0 $17K 0.01% -12.0 -15.6% $266.82 -4.1%
263 EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 165.0 $17K 0.01% $101.77 +8.0%
264 GILD GILEAD SCIENCES INC COM Healthcare 120.0 $17K 0.01% $139.37 -6.4%
265 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 1,000.0 $16K 0.01% $16.43 +19.5%
266 NATL NCR ATLEOS CORPORATION COM SHS Technology 375.0 $16K 0.01% -76.0 -16.9% $43.58 +2.8%
267 IWN ISHARES RUSSELL 2000 VALUE ETF 85.0 $16K 0.01% $189.59 +10.7%
268 DIS DISNEY WALT CO COM Communication Services 166.0 $16K 0.01% -424.0 -71.9% $96.38 +7.5%
269 IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 300.0 $16K 0.01% $53.22 -0.7%
270 AEP AMERICAN ELEC PWR CO INC COM Utilities 120.0 $16K 0.01% $131.08 -1.1%
271 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 156.0 $16K 0.01% $100.57 +0.1%
272 RF REGIONS FINANCIAL CORP NEW COM Financial Services 600.0 $16K 0.01% $26.12 +5.4%
273 SH PROSHARES SHORT S&P500 410.0 $16K 0.01% $37.93 -11.9%
274 TFLR T. ROWE PRICE FLOATING RATE ETF 304.0 $15K 0.01% $50.36 +1.2%
275 UPS UNITED PARCEL SVCS INC CL B Industrials 155.0 $15K 0.01% $98.38 +0.5%
276 BROS DUTCH BROS INC CL A Consumer Cyclical 300.0 $15K 0.01% $50.66 +5.5%
277 SO SOUTHERN CO COM Utilities 150.0 $14K 0.01% -8K -98.1% $96.52 -3.0%
278 BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 1,031.0 $14K 0.01% -160.0 -13.4% $13.96 -12.3%
279 UNH UNITEDHEALTH GROUP INC COM Healthcare 52.0 $14K 0.01% $270.60 +41.7%
280 NCA NUVEEN CALIFORNIA MUNI VLU FD COM STK Financial Services 1,500.0 $14K 0.01% $9.38 -0.6%
Page 14 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%