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Brian Dechow

Wfa Of San Diego, Llc

Assets Managed
$124.625M
Holdings
404
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-8.79%(2Q avg: -7.74%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wfa Of San Diego, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 404 positions.

Assets under management

The assets under management (AUM) of Wfa Of San Diego, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 124.625M in assets, with a quarterly growth rate of -8.79% and a 2-quarter average growth rate of -7.74%. The portfolio is managed by Brian Dechow, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.99%
11%
$13.698M
53,975 shares@ $253.79 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.06%
8.49%
$10.569M
32,946 shares@ $320.82 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 7.24%
4%
$4.973M
67,525 shares@ $73.64 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Decreased -4.78%
2.81%
$3.497M
31,882 shares@ $109.7 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -13.44%
2.54%
$3.159M
6,592 shares@ $479.17 avg price
SCHI
Schwab 5-10 Year Corporate B
Recent Activity
Increased 11.78%
2.53%
$3.141M
138,513 shares@ $22.69 avg price
PRF
Invesco Ftse Rafi Us 1000 Et
Recent Activity
Decreased -0.81%
2.52%
$3.133M
65,922 shares@ $47.53 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 6.23%
2.37%
$2.944M
13,688 shares@ $215.06 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Decreased -3.68%
2.35%
$2.919M
31,141 shares@ $93.74 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -7.99%
2.33%
$2.9M
31,291 shares@ $92.7 avg price

1-10 of 404