WFA of San Diego, LLC
WFA of San Diego, LLC reported 94 positions worth $122.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (12.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $15.6M | 12.79% | 51,167 | — | — | |
| ▸ 2 | VTI | SH | $11.3M | 9.21% | 29,279 | — | — | |
| ▸ 3 | BND | SH | $5.0M | 4.11% | 69,299 | — | — | |
| ▸ 4 | VONG | SH | $4.3M | 3.51% | 33,135 | — | — | |
| ▸ 5 | VONV | SH | $3.8M | 3.14% | 33,800 | — | — | |
| ▸ 6 | PRF | SH | $3.3M | 2.71% | 58,631 | — | — | |
| ▸ 7 | SCHI | SH | $3.2M | 2.64% | 144,644 | — | — | |
| ▸ 8 | VIG | SH | $3.2M | 2.64% | 13,076 | — | — | |
| ▸ 9 | BRK-B | SH | $2.9M | 2.36% | 5,691 | — | — | |
| ▸ 10 | GOOGL | SH | $2.8M | 2.30% | 8,122 | — | — |
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Frequently Asked Questions
What stocks does WFA of San Diego, LLC hold as of Q2 2026?
WFA of San Diego, LLC reported 94 positions worth $122.1M in its Q2 2026 13F filing. Largest positions: AAPL (12.8%), VTI (9.2%), BND (4.1%), VONG (3.5%) and VONV (3.1%).
What did WFA of San Diego, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WFA of San Diego, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.