Fund HoldingsWFA of San Diego, LLC

Total Portfolio Value
$124.62M
Total Bought
$2.45M
Total Sold
$16.02M
Net Transaction
-$13.57M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP COM11,44811,348-1001,3781,9251.54%+548
CATERPILLAR INC COM(CAT)2,2462,409+1631,2871,7071.37%+420
VANGUARD TOTAL BOND MARKET ETF62,96767,525+4,5584,6644,9733.99%+309
SCHWAB 5-10 YEAR CORPORATE BOND ETF123,924138,513+14,5892,8473,1412.52%+295
VANGUARD LONG-TERM TREASURY ETF
LONG TERM TREAS
33,59037,849+4,2591,8742,0951.68%+221
APPLIED MATLS INC COM1,9411,94104996630.53%+165
VANGUARD DIVIDEND APPRECIATION ETF12,88613,688+8022,8322,9442.36%+112
CHEVRON CORPORATION COM(CVX)02,051+2,05104240.34%+424
RIVERNORTH DOUBLELINE STRATE COM1,30015,175+13,875101160.09%+106
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
13,01614,074+1,0581,0901,1650.93%+75
GE VERNOVA INC COM(GEV)33933902222960.24%+74
VANGUARD FTSE DEVELOPED MARKETS ETF19,01519,682+6671,1881,2611.01%+73
ISHARES BB RATED CORPORATE BOND ETF
BB RAT CORP BD
24,32626,125+1,7991,1461,2150.97%+68
JOHNSON & JOHNSON COM(JNJ)2,2102,127-834575200.42%+63
LOCKHEED MARTIN CORP COM(LMT)0478+47802890.23%+289
SCHWAB US DIVIDEND EQUITY ETF23,75623,044-7126527070.57%+55
ISHARES CORE S&P MID-CAP ETF33,49033,527+372,2102,2641.82%+54
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
060,137+60,13702,8232.27%+2,823
CALAMOS AUTOCALLABLE INCOME ETF
AUTOC INCOM ETF
02,061+2,0610520.04%+52
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF0225+2250490.04%+49
KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF016,904+16,90404770.38%+477
VALERO ENERGY CORP COM(VLO)0482+48201190.10%+119
CONOCOPHILLIPS COM(COP)0955+95501260.10%+126
INVESCO S&P 500 DOWNSIDE HEDGED ETF
S&P500 DOWNSID
049,851+49,85101,8841.51%+1,884
AGNICO EAGLE MINES LTD COM(AEM)0900+90001830.15%+183
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND20,19120,173-181,4851,5151.22%+30
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
1,5492,243+69466950.08%+28
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
INV GRD CRP BD
0473+4730460.04%+46
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF05,415+5,41502430.19%+243
KLA CORP COM NEW(KLAC)10010001221470.12%+26
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)72672602212450.20%+25
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
645870+22566900.07%+24
BANK NEW YORK MELLON CORP COM8,5258,52509901,0110.81%+22
PHILLIPS 66 COM(PSX)0363+3630660.05%+66
ANNALY CAPITAL MANAGEMENT INC COM NEW04,500+4,5000950.08%+95
ADVANCED ENERGY INDS COM140140029450.04%+16
NEXTERA ENERGY INC COM(NEE)1,3501,335-151081240.10%+16
DUKE ENERGY CORP NEW COM NEW(DUK)01,087+1,08701420.11%+142
INVESCO RAFI US 1000 ETF
RAFI US 1000 ETF
065,922+65,92203,1332.51%+3,133
RTX CORPORATION COM(RTX)1,5551,55502853000.24%+15
DEERE & CO COM(DE)0149+1490840.07%+84
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
ST STR UTIL ETF
06,354+6,35402920.23%+292
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
22,05821,753-3059809930.80%+13
ARM HOLDINGS PLC SPONSORED ADS0300+3000450.04%+45
ENERGY TRANSFER L P COM UT LTD PTN(ET)04,000+4,0000770.06%+77
MARKETDESK FOCUSED U.S. MOMENTUM ETF
MARK FO MOME ETF
0300+3000100.01%+10
AUTOZONE INC COM(AZO)03+30100.01%+10
DOW HLDGS INC COM(DOW)0500+5000210.02%+21
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
02,700+2,70001650.13%+165
OCCIDENTAL PETE CORP COM(OXY)0363+3630240.02%+24
MARATHON PETE CORP COM(MPC)0100+1000240.02%+24
AMER STATES WTR CO COM02,411+2,41101820.15%+182
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
3030032400.03%+8
BRISTOL-MYERS SQUIBB CO COM(BMY)1,0631,063057640.05%+7
KROGER CO COM(KR)0700+7000510.04%+51
BWX TECHNOLOGIES INC COM(BWXT)0200+2000410.03%+41
PACER US CASH COWS 100 ETF
US CASH COWS 100
2,5442,547+31531590.13%+6
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)01,757+1,7570780.06%+78
TARGET CORP COM(TGT)0250+2500300.02%+30
WISDOMTREE JAPAN HEDGED EQUITY FUND(WT)400400058630.05%+6
PEPSICO INC COM(PEP)0560+5600870.07%+87
ISHARES MSCI EAFE MIN VOL FACTOR ETF
MSCI EAFE MIN VL
01,213+1,21301110.09%+111
SCHWAB U.S. MID-CAP ETF34,36933,564-8051,0331,0390.83%+6
ALTRIA GROUP INC COM(MO)0665+6650440.04%+44
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
04,163+4,16302470.20%+247
SPDR GOLD SHARES(GLD)600565-352382430.20%+5
CONSTELLATION BRANDS INC CL A(STZ)0440+4400660.05%+66
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
9,0709,188+1187237280.58%+5
ATMOS ENERGY CORP COM(ATO)0300+3000550.04%+55
VENTAS INC COM(VTR)1,1601,160090950.08%+5
SCHWAB INTERNATIONAL EQUITY ETF6,2026,20201491540.12%+4
NORTHROP GRUMMAN CORP COM(NOC)039+390270.02%+27
CSX CORP COM(CSX)0846+8460350.03%+35
EATON CORP PLC SHS(ETN)0100+1000360.03%+36
STATE STREET BRIDGEWATER ALL WEATHER ETF
SST BRIDGEWATER
0660+6600190.02%+19
MPLX LP COM UNIT REP LTD(MPLX)1,0001,000053570.05%+4
REALTY INCOME CORP COM(O)06,891+6,89104220.34%+422
VANGUARD HIGH DIVIDEND YIELD INDEX ETF0775+77501150.09%+115
STATE STREET SPDR MSCI ACWI EX-US ETF
ST STR ACWI ETF
17,71217,478-2346366400.51%+3
EDISON INTL COM(EIX)0265+2650190.02%+19
AMEREN CORP COM(AEE)0314+3140350.03%+35
STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
ST MAR DIVID ETF
075+75030.00%+3
VANGUARD TAX-EXEMPT BOND ETF12,45912,617+1586276290.51%+3
WALMART INC COM(WMT)0222+2220280.02%+28
UNION PAC CORP COM(UNP)0250+2500610.05%+61
COMFORT SYS USA INC COM(FIX)02+2030.00%+3
CARNIVAL CORP LTD COMMON SHARES
COMMON SHARES
0100+100030.00%+3
UNITED THERAPEUTICS CORP DEL COM(UTHR)04+4020.00%+2
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
ORDINARY SHARES
025+25020.00%+2
EMCOR GROUP INC COM(EME)03+3020.00%+2
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN(DJP)0195+195090.01%+9
FEDERATED HERMES INC CL B(FHI)0435+4350250.02%+25
GILEAD SCIENCES INC COM(GILD)0120+1200170.01%+17
INVESCO DB COMMODITY INDEX TRACKING FUND(DBC)0300+300090.01%+9
NED DAVIS RESEARCH 360 DYNAMIC ALLOCATION ETF090+90020.00%+2
SIMPLIFY MANAGED FUTURES STRATEGY ETF
MANAGED FUTURES
01,209+1,2090370.03%+37
IES HOLDINGS INC COM(IESC)04+4020.00%+2
SANDISK CORP COM(SNDK)03+3020.00%+2
NIKE INC CL B(NKE)036+36020.00%+2
AMERICAN ELEC PWR CO INC COM0120+1200160.01%+16
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