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Portfolio (Quarterly) Guide ↗

WFA of San Diego, LLC

· CIK 0001821407
13F Portfolio $137M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 401 New
Page 5 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 6,490.0 $277K 0.20% NEW $42.69 +5.4%
82 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 3,217.0 $265K 0.19% NEW $82.50 +9.1%
83 MRK MERCK & CO INC COM Healthcare 2,470.0 $260K 0.19% NEW $105.26 +10.1%
84 LST LEUTHOLD SELECT INDUSTRIES ETF 6,242.0 $251K 0.18% NEW $40.15 +12.6%
85 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 4,163.0 $241K 0.18% NEW $57.91 +10.3%
86 GLD SPDR GOLD SHARES Financial Services 600.0 $238K 0.17% NEW $396.31 +5.2%
87 LMT LOCKHEED MARTIN CORP COM Industrials 478.0 $231K 0.17% NEW $483.67 +8.1%
88 DGX QUEST DIAGNOSTICS INC COM Healthcare 1,324.0 $230K 0.17% NEW $173.53 +11.7%
89 GEV GE VERNOVA INC COM Utilities 339.0 $222K 0.16% NEW $653.57 +59.7%
90 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 726.0 $221K 0.16% NEW $303.89 +32.2%
91 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 4,858.0 $216K 0.16% NEW $44.50 +3.1%
92 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2,100.0 $210K 0.15% NEW $99.88 -1.5%
93 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,457.0 $209K 0.15% NEW $143.32 -0.6%
94 T AT&T INC COM Communication Services 8,064.0 $200K 0.15% NEW $24.84 +0.4%
95 BAC BANK AMERICA CORP COM Financial Services 3,623.0 $199K 0.15% NEW $55.00 -6.4%
96 VZ VERIZON COMMUNICATIONS INC COM Communication Services 4,849.0 $197K 0.14% NEW $40.73 +17.4%
97 C CITIGROUP INC COM NEW Financial Services 1,630.0 $190K 0.14% NEW $116.69 +7.3%
98 BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 8,203.0 $186K 0.14% NEW $22.61 -1.1%
99 AWR AMER STATES WTR CO COM Utilities 2,411.0 $175K 0.13% NEW $72.48 +5.3%
100 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 5,322.0 $174K 0.13% NEW $32.75 +8.6%
Page 5 of 21  ·  401 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 42.1%
Financial Services 13.4%
Communication Services 8.0%
Healthcare 7.7%
Consumer Cyclical 7.6%
Utilities 5.9%
Industrials 5.4%
Consumer Defensive 4.6%
Energy 3.8%
Real Estate 1.0%