WFA OF SAN DIEGO, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 54K | $13.70M |
 | XOM | 11K | $1.93M |
 | NVDA | 11K | $1.84M |
 | QCOM | 10K | $1.32M |
 | NVO | 10K | $375.58K |
 | GOOGL | 8K | $2.44M |
 | O | 7K | $421.59K |
 | BRK-B | 7K | $3.16M |
 | NLY | 5K | $95.17K |
 | AMZN | 4K | $913.89K |
 | MSFT | 4K | $1.53M |
 | ET | 4K | $77.20K |
 | T | 4K | $109.15K |
 | BAC | 4K | $176.62K |
 | HTGC | 3K | $44.31K |
 | INTC | 3K | $129.74K |
 | PDM | 3K | $18.58K |
 | SRE | 3K | $273.45K |
 | IBM | 2K | $589.25K |
 | AWR | 2K | $182.32K |
Apple Inc.
AAPL
Shares Held
54K
Value
$13.70M
Exxon Mobil Corporation
XOM
Shares Held
11K
Value
$1.93M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.84M
QUALCOMM Incorporated
QCOM
Shares Held
10K
Value
$1.32M
Novo Nordisk A/S
NVO
Shares Held
10K
Value
$375.58K
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$2.44M
Realty Income Corporation
O
Shares Held
7K
Value
$421.59K
Berkshire Hathaway Inc.
BRK-B
Shares Held
7K
Value
$3.16M
Annaly Capital Management, Inc.
NLY
Shares Held
5K
Value
$95.17K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$913.89K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.53M
Energy Transfer LP
ET
Shares Held
4K
Value
$77.20K
AT&T Inc.
T
Shares Held
4K
Value
$109.15K
Bank of America Corporation
BAC
Shares Held
4K
Value
$176.62K
Hercules Capital, Inc.
HTGC
Shares Held
3K
Value
$44.31K
Intel Corp.
INTC
Shares Held
3K
Value
$129.74K
Piedmont Office Realty Trust, Inc.
PDM
Shares Held
3K
Value
$18.58K
Sempra
SRE
Shares Held
3K
Value
$273.45K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$589.25K
American States Water Company
AWR
Shares Held
2K
Value
$182.32K