WFA Asset Management Corp - Portfolio overview

WFA Asset Management Corp has 196 reported holdings in this dataset, with the latest filing dated 2025-10-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 14.72%
2. SPYG - SPDR SER TR, 10.55%
3. XMHQ - INVESCO EXCHANGE TRADED FD T, 9.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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