Wfa Of San Diego, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Million distributed in 427 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.7M, Vanguard Total Stock Market Et with a value of $11M, Lincoln Electric Holdings Inc with a value of $8.31M, Vanguard Bd Index Fd Inc Total with a value of $4.42M, and Berkshire Hathaway Inc Class B with a value of $3.9M.

Examining the 13F form we can see an increase of $16.5M in the current position value, from $116M to 132M.

Below you can find more details about Wfa Of San Diego, LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Million
ETFs: $71.7 Million
Technology: $21.1 Million
Industrials: $10.9 Million
Financial Services: $7.26 Million
Consumer Cyclical: $4.44 Million
Healthcare: $3.98 Million
Communication Services: $3.68 Million
Consumer Defensive: $3.11 Million
Other: $6.14 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 427
  • Current Value $132 Million
  • Prior Value $116 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 70 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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