WFA of San Diego, LLC - Portfolio overview

WFA of San Diego, LLC has 467 reported holdings in this dataset, with the latest filing dated 2026-05-11.

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. AAPL - APPLE INC COM, 10.85%
2. VTI - VANGUARD TOTAL STOCK MARKET ETF, 8.37%
3. BND - VANGUARD TOTAL BOND MARKET ETF, 3.94%

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

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