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Managed Portfolio Series shares owned by WFA of San Diego

Quarter-by-quarter ownership of Managed Portfolio Series (LCR) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by WFA of San Diego consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2025-06-30 $57k 1.6k 36.17

More positions owned by WFA of San Diego

Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Lincoln Elec Hldgs Stock (LECO)
Vanguard Total Bond Market Etf Etf (BND)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Amazon Stock (AMZN)
Invesco S&p 500 Low Volatility Etf Etf (SPLV)
Invesco Rafi Us 1000 Etf Etf (PRF)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Russell 1000 Value Etf Etf (VONV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Qualcomm Stock (QCOM)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)

View all positions for WFA of San Diego

Top funds holding Managed Portfolio Series

Legend Financial Advisors
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Capital Investment Advisory Services
Envestnet Asset Management
Gts Securities
Onyx Bridge Wealth Group
LPL Financial
Arcus Capital Partners
Mowery & Schoenfeld Wealth Management
Integrated Wealth Concepts
Royal Bank of Canada
Bond & Devick Financial Network
WFA of San Diego

View all funds holding Managed Portfolio Series