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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 15 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 32.0 $14K 0.01% -108.0 -77.1% $433.97 -7.8%
282 VB VANGUARD SMALL-CAP ETF 53.0 $14K 0.01% $261.92 +9.4%
283 SPIP STATE STREET SPDR PORTFOLIO TIPS ETF 520.0 $14K 0.01% $26.01 -0.5%
284 CGCB CAPITAL GROUP CORE BOND ETF 500.0 $13K 0.01% $26.26 -0.8%
285 KWR QUAKER HOUGHTON COM Basic Materials 104.0 $13K 0.01% $124.23 +12.0%
286 KBE STATE STREET SPDR S&P BANK ETF 215.0 $13K 0.01% $59.55 +6.6%
287 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 39.0 $13K 0.01% $327.08 +13.3%
288 IWM ISHARES RUSSELL 2000 ETF 50.0 $12K 0.01% $248.00 +13.9%
289 DTF DTF TAX-FREE INCOME 2028 TERM COM Financial Services 1,000.0 $11K 0.01% $11.45 -0.6%
290 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 245.0 $11K 0.01% $46.19 -0.8%
291 HUM HUMANA INC COM Healthcare 65.0 $11K 0.01% $173.38 +75.1%
292 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 109.0 $11K 0.01% +5.0 +4.8% $100.66 -0.1%
293 PNC PNC FINL SVCS GROUP INC COM Financial Services 52.0 $11K 0.01% $208.10 +4.2%
294 FMTM MARKETDESK FOCUSED U.S. MOMENTUM ETF 300.0 $10K 0.01% NEW $34.76 +15.0%
295 MDT MEDTRONIC PLC SHS Healthcare 120.0 $10K 0.01% $86.65 -9.8%
296 EFV ISHARES MSCI EAFE VALUE ETF 137.0 $10K 0.01% $74.35 +6.2%
297 AZO AUTOZONE INC COM Consumer Cyclical 3.0 $10K 0.01% NEW $3377.67 +1.8%
298 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 90.0 $10K 0.01% $110.47 +7.9%
299 OKLO OKLO INC COM CL A Utilities 200.0 $10K 0.01% $49.59 +31.3%
300 CEG CONSTELLATION ENERGY CORP COM Utilities 35.0 $10K 0.01% $280.31 +2.0%
Page 15 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%