What does WFA of San Diego, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

WFA of San Diego, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC COM

$14M54K11.0%

VANGUARD TOTAL STOCK MARKET ETF

$11M33K8.5%

VANGUARD TOTAL BOND MARKET ETF

$5M68K4.0%

VANGUARD RUSSELL 1000 GROWTH ETF

$3M32K2.8%

BERKSHIRE HATHAWAY INC DEL CL B NEW

$3M7K2.5%

SCHWAB 5-10 YEAR CORPORATE BOND ETF

$3M139K2.5%

INVESCO RAFI US 1000 ETF

$3M66K2.5%

VANGUARD DIVIDEND APPRECIATION ETF

$3M14K2.4%

VANGUARD RUSSELL 1000 VALUE ETF

$3M31K2.3%

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

$3M31K2.3%

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