Fund Holdings

WFA of San Diego, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP COM11,44811,348-1001,377,6521,925,3021.54%+547,650
CATERPILLAR INC COM(CAT)2,2462,409+1631,286,6661,706,6801.37%+420,014
VANGUARD TOTAL BOND MARKET ETF62,96767,525+4,5584,663,9664,972,5413.99%+308,575
SCHWAB 5-10 YEAR CORPORATE BOND ETF123,924138,513+14,5892,846,5343,141,4752.52%+294,941
VANGUARD LONG-TERM TREASURY ETF
LONG TERM TREAS
33,59037,849+4,2591,874,3222,095,1321.68%+220,810
APPLIED MATLS INC COM1,9411,9410498,818663,4140.53%+164,596
VANGUARD DIVIDEND APPRECIATION ETF12,88613,688+8022,831,9752,943,6342.36%+111,659
CHEVRON CORPORATION COM(CVX)2,0812,051-30317,165424,3520.34%+107,187
RIVERNORTH DOUBLELINE STRATE COM1,30015,175+13,87510,335116,3920.09%+106,057
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
13,01614,074+1,0581,090,0481,164,5820.93%+74,534
GE VERNOVA INC COM(GEV)3393390221,560295,9130.24%+74,353
VANGUARD FTSE DEVELOPED MARKETS ETF19,01519,682+6671,187,8671,261,2231.01%+73,356
ISHARES BB RATED CORPORATE BOND ETF
BB RAT CORP BD
24,32626,125+1,7991,146,4841,214,5510.97%+68,067
JOHNSON & JOHNSON COM(JNJ)2,2102,127-83457,292519,8840.42%+62,592
LOCKHEED MARTIN CORP COM(LMT)4784780231,194288,8980.23%+57,704
SCHWAB US DIVIDEND EQUITY ETF23,75623,044-712651,627706,9900.57%+55,363
ISHARES CORE S&P MID-CAP ETF33,49033,527+372,210,3072,264,0451.82%+53,738
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
58,88360,137+1,2542,772,2122,823,4322.27%+51,220
CALAMOS AUTOCALLABLE INCOME ETF
AUTOC INCOM ETF
602,061+2,0011,60451,8140.04%+50,210
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF0225+225049,2120.04%+49,212
KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF16,76316,904+141435,000476,6930.38%+41,693
VALERO ENERGY CORP COM(VLO)482482078,465119,0930.10%+40,628
CONOCOPHILLIPS COM(COP)955955089,398126,0600.10%+36,662
INVESCO S&P 500 DOWNSIDE HEDGED ETF
S&P500 DOWNSID
49,48949,851+3621,852,8991,883,6661.51%+30,767
AGNICO EAGLE MINES LTD COM(AEM)9009000152,577182,6820.15%+30,105
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND20,19120,173-181,485,2131,514,9551.22%+29,742
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
1,5492,243+69466,40694,9010.08%+28,495
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
INV GRD CRP BD
183473+29017,90745,7860.04%+27,879
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF4,8585,415+557216,181242,8630.19%+26,682
KLA CORP COM NEW(KLAC)1001000121,508147,2410.12%+25,733
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)7267260220,624245,3520.20%+24,728
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
645870+22566,04289,9840.07%+23,942
BANK NEW YORK MELLON CORP COM8,5258,5250989,6671,011,3210.81%+21,654
PHILLIPS 66 COM(PSX)363363046,84266,1310.05%+19,289
ANNALY CAPITAL MANAGEMENT INC COM NEW3,5004,500+1,00078,26095,1750.08%+16,915
ADVANCED ENERGY INDS COM140140029,31245,1790.04%+15,867
NEXTERA ENERGY INC COM(NEE)1,3501,335-15108,378123,9950.10%+15,617
DUKE ENERGY CORP NEW COM NEW(DUK)1,0871,0870127,349142,2670.11%+14,918
INVESCO RAFI US 1000 ETF
RAFI US 1000 ETF
66,46365,922-5413,118,4213,133,2492.51%+14,828
RTX CORPORATION COM(RTX)1,5551,5550285,187299,9600.24%+14,773
DEERE & CO COM(DE)149149069,37083,9320.07%+14,562
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
ST STR UTIL ETF
6,4906,354-136277,058291,5850.23%+14,527
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
22,05821,753-305979,613993,0420.80%+13,429
ARM HOLDINGS PLC SPONSORED ADS300300032,79345,3840.04%+12,591
ENERGY TRANSFER L P COM UT LTD PTN(ET)4,0004,000065,96077,2000.06%+11,240
MARKETDESK FOCUSED U.S. MOMENTUM ETF
MARK FO MOME ETF
0300+300010,4290.01%+10,429
AUTOZONE INC COM(AZO)03+3010,1330.01%+10,133
DOW HLDGS INC COM(DOW)500500011,69020,8250.02%+9,135
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
3,5002,700-800156,485165,4020.13%+8,917
OCCIDENTAL PETE CORP COM(OXY)363363014,92723,5950.02%+8,668
MARATHON PETE CORP COM(MPC)100100016,26324,4180.02%+8,155
AMER STATES WTR CO COM2,4112,4110174,749182,3200.15%+7,571
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
3030032,09639,6250.03%+7,529
BRISTOL-MYERS SQUIBB CO COM(BMY)1,0631,063057,33864,4710.05%+7,133
KROGER CO COM(KR)700700043,73650,6520.04%+6,916
BWX TECHNOLOGIES INC COM(BWXT)200200034,56840,8980.03%+6,330
PACER US CASH COWS 100 ETF
US CASH COWS 100
2,5442,547+3153,061159,3570.13%+6,296
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)1,7651,757-872,50678,3970.06%+5,891
TARGET CORP COM(TGT)250250024,43830,3000.02%+5,862
WISDOMTREE JAPAN HEDGED EQUITY FUND(WT)400400057,66463,4320.05%+5,768
PEPSICO INC COM(PEP)566560-681,16186,8850.07%+5,724
ISHARES MSCI EAFE MIN VOL FACTOR ETF
MSCI EAFE MIN VL
1,2191,213-6105,139110,8320.09%+5,693
SCHWAB U.S. MID-CAP ETF34,36933,564-8051,033,4761,039,1410.83%+5,665
ALTRIA GROUP INC COM(MO)665665038,35943,9000.04%+5,541
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
4,1634,1630241,079246,5330.20%+5,454
SPDR GOLD SHARES(GLD)600565-35237,786243,1140.20%+5,328
CONSTELLATION BRANDS INC CL A(STZ)440440060,70266,0000.05%+5,298
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
9,0709,188+118723,151728,3330.58%+5,182
ATMOS ENERGY CORP COM(ATO)300300050,28955,4160.04%+5,127
VENTAS INC COM(VTR)1,1601,160089,76194,8650.08%+5,104
SCHWAB INTERNATIONAL EQUITY ETF6,2026,2020149,096153,5000.12%+4,404
NORTHROP GRUMMAN CORP COM(NOC)3939022,23826,6070.02%+4,369
CSX CORP COM(CSX)846846030,67334,7340.03%+4,061
EATON CORP PLC SHS(ETN)100100031,85135,7670.03%+3,916
STATE STREET BRIDGEWATER ALL WEATHER ETF
SST BRIDGEWATER
555660+10515,25719,0410.02%+3,784
MPLX LP COM UNIT REP LTD(MPLX)1,0001,000053,37057,0700.05%+3,700
REALTY INCOME CORP COM(O)7,4166,891-525418,040421,5910.34%+3,551
VANGUARD HIGH DIVIDEND YIELD INDEX ETF7757750111,228114,7780.09%+3,550
STATE STREET SPDR MSCI ACWI EX-US ETF
ST STR ACWI ETF
17,71217,478-234636,203639,5080.51%+3,305
EDISON INTL COM(EIX)270265-516,20519,3930.02%+3,188
AMEREN CORP COM(AEE)314314031,34234,5000.03%+3,158
STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
ST MAR DIVID ETF
075+7502,9610.00%+2,961
VANGUARD TAX-EXEMPT BOND ETF12,45912,617+158626,563629,4620.51%+2,899
WALMART INC COM(WMT)222222024,73327,5900.02%+2,857
UNION PAC CORP COM(UNP)250250057,83060,6550.05%+2,825
COMFORT SYS USA INC COM(FIX)02+202,7580.00%+2,758
CARNIVAL CORP LTD COMMON SHARES
COMMON SHARES
0100+10002,5880.00%+2,588
UNITED THERAPEUTICS CORP DEL COM(UTHR)04+402,3720.00%+2,372
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
ORDINARY SHARES
025+2502,3470.00%+2,347
EMCOR GROUP INC COM(EME)03+302,2150.00%+2,215
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN(DJP)19519507,3349,3870.01%+2,053
FEDERATED HERMES INC CL B(FHI)435435022,65024,6690.02%+2,019
GILEAD SCIENCES INC COM(GILD)120120014,72916,7240.01%+1,995
INVESCO DB COMMODITY INDEX TRACKING FUND(DBC)30030006,7088,6850.01%+1,977
NED DAVIS RESEARCH 360 DYNAMIC ALLOCATION ETF090+9001,9550.00%+1,955
SIMPLIFY MANAGED FUTURES STRATEGY ETF
MANAGED FUTURES
1,2691,209-6034,59336,5360.03%+1,943
IES HOLDINGS INC COM(IESC)04+401,9060.00%+1,906
SANDISK CORP COM(SNDK)03+301,9060.00%+1,906
NIKE INC CL B(NKE)036+3601,9020.00%+1,902
AMERICAN ELEC PWR CO INC COM120120013,83715,7300.01%+1,893
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