Arkolith/Funds/WFA of San Diego, LLC

WFA of San Diego, LLC

CIK 1821407
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

WFA of San Diego, LLC holds a focused book of 94 stocks worth $122.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 13% of the equity book.

Opened
2
bought for the first time
Added to
20
already held, bought more
Trimmed
62
sold some, still holds it
Sold out
312
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
45%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Information Technology
22%
Financials
7%
Health Care
3%
Industrials
2%
Consumer Discretionary
2%
Energy
2%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as WFA of San Diego, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$535.3B
ENVESTNET ASSET MANAGEMENT INC79 / 80$71.9B
OSAIC HOLDINGS, INC.79 / 80$17.9B
Advisory Services Network, LLC79 / 80$1.9B
WELLS FARGO & COMPANY/MN78 / 80$157.8B
ROYAL BANK OF CANADA78 / 80$146.8B
LPL Financial LLC78 / 80$83.7B
CWM, LLC78 / 80$7.2B

Ranked by how many of WFA of San Diego, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

94 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc Com
Stock
$15.6M51.2K
12.8%
−5.2%
Reduced · −3K sh
2Vanguard Morningstar Total Stock Market ETF
ETF
$11.3M29.3K
9.2%
−11%
Reduced · −4K sh
3Vanguard Total Bond Market ETF
ETF
$5.0M69.3K
4.1%
+2.6%
Added · +2K sh
4Vanguard Russell 1000 Growth ETF
ETF
$4.3M33.1K
3.5%
+3.9%
Added · +1K sh
5Vanguard Russell 1000 Value ETF
ETF
$3.8M33.8K
3.1%
+8.5%
Added · +3K sh
6Invesco Rafi US 1000 ETF
ETF
$3.3M58.6K
2.7%
−11%
Reduced · −7K sh
7Schwab 5-10 Year Corporate Bond ETF
ETF
$3.2M144.6K
2.6%
+4.4%
Added · +6K sh
8Vanguard Dividend Appreciation ETF
ETF
$3.2M13.1K
2.6%
−4.5%
Reduced · −612 sh
9Berkshire Hathaway Inc Del CL B New
Stock
$2.9M5.7K
2.4%
−14%
Reduced · −901 sh
10Alphabet Inc Cap STK CL A
Stock
$2.8M8.1K
2.3%
−4.3%
Reduced · −365 sh
11Invesco S&P 500 Low Volatility ETF
ETF
$2.7M35.7K
2.2%
−6.0%
Reduced · −2K sh
12Vanguard Mortgage-Backed Securities ETF
ETF
$2.7M57.3K
2.2%
−4.7%
Reduced · −3K sh
13Ishares Core S&P Mid-Cap ETF
ETF
$2.6M33.3K
2.1%
−0.7%
Reduced · −239 sh
14SPDR Gold Minishares Trust Of Beneficial Interest
ETF
$2.6M30.1K
2.1%
−3.8%
Reduced · −1K sh
15Nvidia Corporation Com
Stock
$2.3M10.3K
1.9%
−2.5%
Reduced · −260 sh
16Vanguard Long-Term Treasury ETF
ETF
$2.3M42.6K
1.9%
+13%
Added · +5K sh
17Caterpillar Inc Com
Stock
$2.1M2.4K
1.7%
+1.6%
Added · +39 sh
18Invesco S&P 500 Downside Hedged ETF
ETF
$2.0M48.3K
1.7%
−3.2%
Reduced · −2K sh
19Schwab U.S. Broad Market ETF
ETF
$2.0M66.3K
1.6%
−4.7%
Reduced · −3K sh
20Microsoft Corp Com
Stock
$2.0M4.0K
1.6%
−3.1%
Reduced · −128 sh
21Capital Group Dividend Value ETF
ETF
$1.9M37.7K
1.6%
+27%
Added · +8K sh
22Vanguard Ftse Developed Markets ETF
ETF
$1.8M24.9K
1.5%
+26%
Added · +5K sh
23ExxonMobil Holdings Corp Com SHS
Stock
$1.7M10.9K
1.4%
New
New position
24Vanguard Ftse All-World Ex-US Index Fund
ETF
$1.6M18.7K
1.3%
−7.3%
Reduced · −1K sh
25Qualcomm Inc Com
Stock
$1.5M9.0K
1.2%
−13%
Reduced · −1K sh
26Ishares BB Rated Corporate Bond ETF
ETF
$1.3M28.5K
1.1%
+9.1%
Added · +2K sh
27Bank Of NY Mellon Corp Com
Stock
$1.3M8.1K
1.1%
−5.1%
Reduced · −435 sh
28Federated Hermes Short Duration High Yield ETF
ETF
$1.2M51.6K
1.0%
−6.8%
Reduced · −4K sh
29Schwab U.S. Mid-Cap ETF
ETF
$1.1M30.8K
0.9%
−8.3%
Reduced · −3K sh
30Vanguard Intermediate-Term Corporate Bond ETF
ETF
$1.1M13.1K
0.9%
−7.1%
Reduced · −1K sh
31Amazon Com Inc Com
Stock
$1.1M4.0K
0.9%
−8.6%
Reduced · −377 sh
32Ishares Core S&P Small Cap ETF
ETF
$998K6.7K
0.8%
+2.2%
Added · +142 sh
33Applied Matls Inc Com
Stock
$981K1.8K
0.8%
−5.4%
Reduced · −105 sh
34Ishares Msci USA Min Vol Factor ETF
ETF
$928K9.2K
0.8%
+18%
Added · +1K sh
35State Street SPDR Portfolio Developed World Ex-US ETF
ETF
$900K17.3K
0.7%
−21%
Reduced · −4K sh
36Vanguard Ftse Emerging Markets ETF
ETF
$849K14.1K
0.7%
+5.6%
Added · +744 sh
37Invesco Rafi Developed Markets Ex-U.S. ETF
ETF
$848K10.7K
0.7%
−5.2%
Reduced · −586 sh
38Amgen Inc Com
Stock
$814K1.9K
0.7%
−2.7%
Reduced · −55 sh
39Schwab US Dividend Equity ETF
ETF
$741K21.5K
0.6%
−6.6%
Reduced · −2K sh
40Pgim Aaa Clo ETF
ETF
$735K14.3K
0.6%
New
New position
41Vanguard Short-Term Corporate Bond ETF
ETF
$712K9.0K
0.6%
−1.5%
Reduced · −141 sh
42Janus Henderson Aaa Clo ETF
ETF
$705K13.9K
0.6%
−56%
Reduced · −18K sh
43Invesco S&P 500 Equal Weight ETF
ETF
$692K3.1K
0.6%
−6.3%
Reduced · −209 sh
44Tesla Inc Com
Stock
$684K2.0K
0.6%
+4.0%
Added · +77 sh
45Alphabet Inc Cap STK CL C
Stock
$650K1.9K
0.5%
−1.4%
Reduced · −27 sh
46State Street SPDR Msci Acwi Ex-US ETF
ETF
$644K15.4K
0.5%
−12%
Reduced · −2K sh
47Vanguard S&P 500 ETF
ETF
$537K751
0.4%
−4.2%
Reduced · −33 sh
48Vanguard Tax-Exempt Bond ETF
ETF
$536K10.7K
0.4%
−15%
Reduced · −2K sh
49International Business Machs Com
Stock
$530K2.2K
0.4%
−8.1%
Reduced · −198 sh
50Kraneshares Mount Lucas Managed Futures Index Strategy ETF
ETF
$522K18.1K
0.4%
+7.1%
Added · +1K sh
Showing 50 of 94 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202694$122.1M13F-HR
Q1 2026Mar 31, 2026May 11, 2026404$124.6M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026401$136.6M13F-HR
Q3 2025Sep 30, 2025Feb 17, 2026416$146.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.