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Managed Portfolio Series shares owned by WFA of San Diego

Quarter-by-quarter ownership of Managed Portfolio Series (LST) 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
2026-03-31 $253k 6.2k 40.45
2025-12-31 $251k 6.2k 40.15
2025-09-30 $250k 6.3k 39.89
2025-06-30 $232k 6.3k 36.76

More positions owned by WFA of San Diego

Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)
Invesco Rafi Us 1000 Etf Etf (PRF)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Russell 1000 Value Etf Etf (VONV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Invesco S&p 500 Low Volatility Etf Etf (SPLV)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Long-term Treasury Etf Etf (VGLT)

View all positions for WFA of San Diego

Top funds holding Managed Portfolio Series

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LLBH Private Wealth Management
Leuthold Weeden Capital Management
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View all funds holding Managed Portfolio Series