13F Insight
Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q1 2026

WFA of San Diego, LLC

$125M in tracked AUM across 404 positions as of Q1 2026.

WO
CIK 0001821407 · last filed Mar 31, 2026
Total AUM
$125M
as of Q1 2026
Holdings
404
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…