Holdings
WFA of San Diego, LLC
As of Jun 30, 2026, WFA of San Diego, LLC reported 39 positions worth US$43.8M. Largest: Apple Inc, Alphabet Inc (google) Class C and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 51,167 | US$15.6M | −2,808 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 9,991 | US$3.46M | −409 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 5,691 | US$2.88M | −901 | Jun 30, 2026 |
| Nvidia Corporation | 10,314 | US$2.32M | −260 | Jun 30, 2026 |
| Caterpillar, Inc. | 2,448 | US$2.09M | +39 | Jun 30, 2026 |
| Microsoft Corp. | 4,011 | US$1.99M | −128 | Jun 30, 2026 |
| Qualcomm Incorporated | 8,988 | US$1.48M | −1,294 | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 8,090 | US$1.31M | −435 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,011 | US$1.06M | −377 | Jun 30, 2026 |
| Applied Materials, Inc. | 1,836 | US$981K | −105 | Jun 30, 2026 |