WFA of San Diego, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 122,125
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 94 | 122,125 | 13F-HR | WFA of San Diego, LLC |
| Q1 2026 | 5/11/2026 | 404 | 124,625 | 13F-HR | WFA of San Diego, LLC |
| Q4 2025 | 2/17/2026 | 401 | 136,639 | 13F-HR | WFA of San Diego, LLC |
| Q3 2025 | 2/17/2026 | 416 | 146,443 | 13F-HR | WFA of San Diego, LLC |
| Q2 2025 | 8/15/2025 | 427 | 135,826 | 13F-HR | WFA of San Diego, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 45.66 K | 37.4% | 0 | 1.955 K | -1.955 K |
| ETFs | 76.47 K | 62.6% | 0 | 544 | -544 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
122,125
Holdings
94
QoQ value change ($000)
-2,500
(-2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.