WFA of San Diego, LLC
WFA of San Diego, LLC is an Investment Adviser institutional filer with the SEC under CIK 1821407, reporting 94 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: CA
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-08-14
Top 10 portfolio positions
The largest reported holdings in WFA of San Diego, LLC's most recent 13F filing, ranked by reported market value.
- APPLE INC COM (AAPL)
- VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF (VTI)
- VANGUARD TOTAL BOND MARKET ETF (BND)
- VANGUARD RUSSELL 1000 GROWTH ETF (VONG)
- VANGUARD RUSSELL 1000 VALUE ETF (VONV)
- INVESCO RAFI US 1000 ETF (PRF)
- SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI)
- VANGUARD DIVIDEND APPRECIATION ETF (VIG)
- BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK.B)
- ALPHABET INC CAP STK CL A (GOOGL)
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