Fund Holdings

WFA of San Diego, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC COM(AAPL)57,11656,420-69611,718,47014,366,3059.81%+2,647,835
LINCOLN ELEC HLDGS INC COM(LECO)40,10740,10708,314,9839,458,4346.46%+1,143,451
ALPHABET INC CAP STK CL A(GOOG)8,7618,541-2201,543,9512,076,3171.42%+532,366
SCHWAB 5-10 YEAR CORPORATE BOND ETF96,730116,940+20,2102,201,5752,698,9751.84%+497,400
VANGUARD RUSSELL 1000 GROWTH ETF32,45733,293+8363,544,3044,011,8072.74%+467,503
NVIDIA CORPORATION COM(NVDA)13,29013,470+1802,099,6872,513,2331.72%+413,546
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)34,42634,833+4072,255,5922,662,9831.82%+407,391
VANGUARD TOTAL STOCK MARKET ETF36,20834,668-1,54011,004,84411,376,8837.77%+372,039
VANGUARD LONG-TERM TREASURY ETF24,01828,325+4,3071,347,8901,610,5601.10%+262,670
TESLA INC COM(TSLA)2,0472,006-41650,250892,1080.61%+241,858
VANGUARD RUSSELL 1000 VALUE ETF30,50131,780+1,2792,598,9902,840,1791.94%+241,189
SEMPRA COM(SRE)16,89016,89001,279,7631,519,7721.04%+240,009
VANGUARD FTSE DEVELOPED MARKETS ETF15,70618,463+2,757895,3991,106,3030.76%+210,904
CATERPILLAR INC COM(CAT)2,3612,3610916,5641,126,5510.77%+209,987
INVESCO RAFI US 1000 ETF69,72369,473-2502,947,1703,140,8522.14%+193,682
INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF4,37811,832+7,45499,403269,0600.18%+169,657
BANK NEW YORK MELLON CORP COM8,7348,7340795,755951,6570.65%+155,902
SCHWAB U.S. BROAD MARKET ETF76,94376,350-5931,833,5521,962,9591.34%+129,407
CAPITAL GROUP DIVIDEND VALUE ETF29,02730,348+1,3211,146,2761,275,5260.87%+129,250
ALPHABET INC CAP STK CL C(GOOG)1,9401,9400344,137472,4870.32%+128,350
VANGUARD FTSE EMERGING MARKETS ETF24,74524,943+1981,223,8631,351,3850.92%+127,522
VANGUARD INFORMATION TECHNOLOGY ETF200341+141132,656254,6010.17%+121,945
ISHARES CORE S&P MID-CAP ETF32,85733,086+2292,037,7602,159,1601.47%+121,400
VANGUARD DIVIDEND APPRECIATION ETF12,05011,960-902,466,1712,580,7411.76%+114,570
INVESCO S&P 500 DOWNSIDE HEDGED ETF49,78050,126+3461,756,7191,866,8841.27%+110,165
ISHARES BB RATED CORPORATE BOND ETF19,92222,017+2,095936,3341,041,6240.71%+105,290
VANGUARD MORTGAGE-BACKED SECURITIES ETF57,70659,022+1,3162,674,0962,771,6731.89%+97,577
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF5,2177,090+1,873221,977315,9950.22%+94,018
MICROSOFT CORP COM(MSFT)4,1664,164-22,072,2102,156,7441.47%+84,534
ABBVIE INC COM(ABBV)1,7961,7960333,374415,8460.28%+82,472
ISHARES MSCI USA MIN VOL FACTOR ETF6,6847,363+679627,427700,5160.48%+73,089
JOHNSON & JOHNSON COM(JNJ)2,2492,245-4343,485416,2070.28%+72,722
ISHARES CORE S&P SMALL CAP ETF7,4117,404-7809,894879,7580.60%+69,864
VANGUARD GROWTH ETF1,4771,4770647,517708,3840.48%+60,867
SPDR GOLD SHARES(GLD)515600+85156,987213,2820.15%+56,295
VANGUARD TAX-EXEMPT BOND ETF11,60812,459+851569,140623,8220.43%+54,682
PUTNAM FOCUSED LARGE CAP VALUE ETF01,225+1,225052,3320.04%+52,332
EXXON MOBIL CORP COM11,87311,803-701,279,9091,330,7880.91%+50,879
QUALCOMM INC COM(QCOM)14,85514,527-3282,365,8282,416,6501.65%+50,822
GE AEROSPACE COM NEW(GE)1,1081,105-3285,188332,4060.23%+47,218
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF22,55222,424-128913,122959,5140.66%+46,392
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND20,65620,082-5741,388,4631,433,2170.98%+44,754
AGNICO EAGLE MINES LTD COM(AEM)9009000107,037151,7040.10%+44,667
APPLIED MATLS INC COM1,9681,9680360,282402,9280.28%+42,646
VANGUARD S&P 500 GROWTH ETF50140+9019,82760,9640.04%+41,137
BERKSHIRE HATHAWAY INC DEL CL B NEW8,0367,846-1903,903,4053,944,2472.69%+40,842
SPDR MSCI ACWI EX-US ETF17,68017,697+17577,420617,9700.42%+40,550
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)7267260164,432202,7650.14%+38,333
KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF15,72016,784+1,064414,599451,9930.31%+37,394
BIO RAD LABS INC CL A9209200222,014257,9590.18%+35,945
INVESCO CEF INCOME COMPOSITE ETF74,20172,453-1,7484,124,6754,156,3172.84%+31,642
SCHWAB U.S. MID-CAP ETF35,37834,547-831992,3531,023,9730.70%+31,620
ISHARES SELECT DIVIDEND ETF3,1613,1610419,812449,1780.31%+29,366
GE VERNOVA INC COM(GEV)3393390179,382208,4510.14%+29,069
ISHARES SEMICONDUCTOR ETF366426+6087,364115,4970.08%+28,133
INVESCO S&P 500 EQUAL WEIGHT ETF3,5273,5270640,997669,0720.46%+28,075
INVESCO QQQ TRUST SERIES I728715-13401,538429,2040.29%+27,666
LEIDOS HOLDINGS INC COM(LDOS)8728720137,567164,7730.11%+27,206
CITIGROUP INC COM NEW(C)1,6401,630-10139,597165,4450.11%+25,848
RTX CORPORATION COM(RTX)1,6051,555-50234,362260,1980.18%+25,836
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF15294+2791,37626,9750.02%+25,599
VANGUARD INTERMEDIATE-TERM TREASURY ETF5,3335,734+401318,967344,2120.24%+25,245
VALERO ENERGY CORP COM(VLO)704704094,632119,8630.08%+25,231
ISHARES U.S. HOME CONSTRUCTION ETF1,7781,7780165,656190,6910.13%+25,035
ISHARES GOLD TRUST(IAU)3,5753,384-191222,937246,2540.17%+23,317
SOUTHERN CO COM(SO)7,8607,8600721,789744,8980.51%+23,109
UTILITIES SELECT SECTOR SPDR FUND3,1833,245+62259,924282,9960.19%+23,072
REALTY INCOME CORP COM(O)8,0978,047-50466,468489,1770.33%+22,709
LIFEX 2035 INCOME BUCKET ETF0262+262022,4630.02%+22,463
OKLO INC COM CL A(OKLO)400400022,39644,6520.03%+22,256
ISHARES FUTURE AI & TECH ETF300750+45012,30034,3350.02%+22,035
CADENCE DESIGN SYSTEM INC COM(CDNS)5005000154,075175,6300.12%+21,555
CORNING INC COM(GLW)732732038,49660,0460.04%+21,550
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1,8751,8750253,200273,0940.19%+19,894
CHEVRON CORP NEW COM(CVX)2,4322,367-65348,238367,5710.25%+19,333
LOWES COS INC COM(LOW)6416410142,219161,0900.11%+18,871
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF3,2343,2340242,194260,8220.18%+18,628
KLA CORP COM NEW(KLAC)100100089,574107,8600.07%+18,286
LEUTHOLD SELECT INDUSTRIES ETF6,3176,277-40232,239250,3660.17%+18,127
SCHWAB EMERGING MARKETS EQUITY ETF5,3915,387-4162,485179,7640.12%+17,279
LOCKHEED MARTIN CORP COM(LMT)4784780221,381238,6220.16%+17,241
SCHWAB US DIVIDEND EQUITY ETF23,82823,750-78631,442648,3750.44%+16,933
PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND0280+280014,9180.01%+14,918
BANK AMERICA CORP COM3,4863,4860164,958179,8430.12%+14,885
GENERAL MTRS CO COM(GM)1,2541,254061,70976,4560.05%+14,747
QUEST DIAGNOSTICS INC COM(DGX)1,3241,3240237,830252,3280.17%+14,498
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)2,5872,582-581,59495,0430.06%+13,449
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF0514+514012,2950.01%+12,295
ISHARES BITCOIN TRUST ETF(IBIT)550700+15033,66645,5000.03%+11,834
MERCK & CO INC COM(MRK)2,4602,4600194,734206,4680.14%+11,734
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF4,1764,1760227,091238,8250.16%+11,734
JPMORGAN CHASE & CO. COM(JPM)1,0501,000-50304,406315,4300.22%+11,024
VANGUARD TOTAL BOND MARKET ETF60,02659,575-4514,419,7144,430,5933.03%+10,879
BROADCOM INC COM(AVGO)366339-27101,024111,8540.08%+10,830
BOEING CO COM(BA)1,6941,6940355,004365,6780.25%+10,674
HOME DEPOT INC COM(HD)395383-12144,823154,9850.11%+10,162
WARNER BROS DISCOVERY INC COM SER A(WBD)1,1781,178013,50023,0060.02%+9,506
AFLAC INC COM(AFL)1,5001,5000158,190167,5500.11%+9,360
ALLSTATE CORP COM(ALL)6666660134,072142,9570.10%+8,885
WESTERN ALLIANCE BANCORP COM(WAL)1,0001,000077,98086,7200.06%+8,740
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