WFA Asset Management Corp
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1994434
Institutional-grade research for retail investors
13F Reported Value
ⓘ$184.0M
Holdings
196
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
WFA Asset Management Corp disclosed 196 positions worth $184.0M in its Form 13F-HR for Q3 2025. During the quarter the fund opened 3 new positions and exited 13 — including a new stake in $GSBD. The portfolio is most concentrated in Other (81.8% of disclosed assets). All figures are sourced directly from WFA Asset Management Corp’s Form 13F-HR filing with the SEC under CIK 1994434.
AI Fund Analysis
StableSCHWAB STRATEGIC TR
14.7% weight
Held 4 quarters
SPDR SER TR
10.6% weight
Held 4 quarters
INVESCO EXCHANGE TRADED FD
9.5% weight
Held 4 quarters
EA SERIES TRUST
8.3% weight
Held 4 quarters
ISHARES TR
6.9% weight
Held 4 quarters
$ABT3 quarters accumulating
$WMT3 quarters accumulating
$MPC3 quarters accumulating
$USB3 quarters accumulating
INVESCO EXCHANGE TRADED FD
2 quarters accumulating
Sector Allocation
OtherTechnologyCommunication ServicesFinancialsIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB STRATEGIC TR
—Quality
$27.1M320,401 shSPDR SER TR
—Quality
$19.4M234,077 shINVESCO EXCHANGE TRADED FD T
—Quality
$17.5M171,079 shEA SERIES TRUST
—Quality
$15.3M1,207,052 shISHARES TR
—Quality
$12.6M90,048 shINVESCO EXCH TRADED FD TR II
—Quality
$10.4M226,568 shINVESCO EXCHANGE TRADED FD T
—Quality
$9.6M53,760 shSELECT SECTOR SPDR TR
—Quality
$9.6M115,719 sh- 76.1
Quality
$8.0M34,161 sh ISHARES INC
—Quality
$6.7M58,709 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR | — | $27.1M | 320,401 |
| SPDR SER TR | — | $19.4M | 234,077 |
| INVESCO EXCHANGE TRADED FD T | — | $17.5M | 171,079 |
| EA SERIES TRUST | — | $15.3M | 1,207,052 |
| ISHARES TR | — | $12.6M | 90,048 |
| INVESCO EXCH TRADED FD TR II | — | $10.4M | 226,568 |
| INVESCO EXCHANGE TRADED FD T | — | $9.6M | 53,760 |
| SELECT SECTOR SPDR TR | — | $9.6M | 115,719 |
 Apple Inc.$AAPL | 76.1 | $8.0M | 34,161 |
| ISHARES INC | — | $6.7M | 58,709 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WFA Asset Management Corp's 196 positions.
Showing top 10 of 196 holdings.
Sector Allocation
Other
$150.4M
Technology
$11.2M
Communication Services
$4.4M
Financials
$4.2M
Industrials
$3.0M
Consumer Discretionary
$2.8M
Consumer Staples
$2.8M
Energy
$1.9M
Full Holdings — WFA Asset Management Corp (Q3 2025)
All 196 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR | $27.1M | 14.7% | -11% | — |
| 2 | — | SPDR SER TR | $19.4M | 10.6% | -5% | — |
| 3 | — | INVESCO EXCHANGE TRADED FD T | $17.5M | 9.5% | +21% | — |
| 4 | — | EA SERIES TRUST | $15.3M | 8.3% | +11% | — |
| 5 | — | ISHARES TR | $12.6M | 6.9% | -2% | — |
| 6 | — | INVESCO EXCH TRADED FD TR II | $10.4M | 5.6% | -12% | — |
| 7 | — | INVESCO EXCHANGE TRADED FD T | $9.6M | 5.2% | -11% | — |
| 8 | — | SELECT SECTOR SPDR TR | $9.6M | 5.2% | -16% | — |
| 9 | $AAPL | Apple Inc. | $8.0M | 4.3% | -2% | 76.1 |
| 10 | — | ISHARES INC | $6.7M | 3.7% | -10% | — |
| 11 | — | DBX ETF TR | $6.1M | 3.3% | +22% | — |
| 12 | — | VANGUARD WORLD FD | $6.0M | 3.3% | -9% | — |
| 13 | — | INVESCO QQQ TR | $3.5M | 1.9% | +8% | — |
| 14 |  $T | AT&T INC. | $3.2M | 1.8% | -5% | 71.9 |
| 15 |  $C | CITIGROUP INC | $2.0M | 1.1% | -2% | 54.8 |
| 16 |  $AMZN | AMAZON COM INC | $1.6M | 0.8% | +4% | 74.6 |
| 17 |  $MO | ALTRIA GROUP, INC. | $1.5M | 0.8% | +21% | 72.1 |
| 18 |  $ABBV | AbbVie Inc. | $1.4M | 0.8% | +1% | 59.3 |
| 19 |  $VZ | VERIZON COMMUNICATIONS INC | $1.1M | 0.6% | +4% | 71.6 |
| 20 |  $AMAT | APPLIED MATERIALS INC /DE | $1.1M | 0.6% | +0% | 74.8 |
| 21 |  $CVX | CHEVRON CORP | $802,440 | 0.4% | +1% | 54.7 |
| 22 |  $FDX | FEDEX CORP | $663,131 | 0.4% | +0% | 60.3 |
| 23 |  $PG | PROCTER & GAMBLE Co | $643,928 | 0.3% | +1% | 72.9 |
| 24 |  $UNP | UNION PACIFIC CORP | $618,889 | 0.3% | +1% | 74 |
| 25 |  $V | VISA INC. | $576,799 | 0.3% | +0% | 83.5 |
| 26 |  $TRV | TRAVELERS COMPANIES, INC. | $547,723 | 0.3% | +0% | 71.5 |
| 27 | — | ISHARES TR | $541,347 | 0.3% | +15% | — |
| 28 | — | VANGUARD INDEX FDS | $528,315 | 0.3% | +1% | — |
| 29 |  $HD | HOME DEPOT, INC. | $516,757 | 0.3% | +0% | 69.2 |
| 30 |  $NMFC | New Mountain Finance Corp | $487,661 | 0.3% | +2% | — |
| 31 |  $AIZ | ASSURANT, INC. | $447,634 | 0.2% | +0% | 62.6 |
| 32 |  $KMB | KIMBERLY CLARK CORP | $446,693 | 0.2% | +1% | 61.7 |
| 33 | — | SPDR SER TR | $446,648 | 0.2% | +0% | — |
| 34 | — | SPDR SER TR | $442,349 | 0.2% | +0% | — |
| 35 |  $GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | $426,122 | 0.2% | +25% | — |
| 36 | — | ISHARES TR | $418,913 | 0.2% | -33% | — |
| 37 |  $MSFT | MICROSOFT CORP | $412,240 | 0.2% | -5% | 83.7 |
| 38 |  $AVGO | Broadcom Inc. | $365,702 | 0.2% | +900% | 86.4 |
| 39 |  $NVDA | NVIDIA CORP | $360,494 | 0.2% | +12% | 90.2 |
| 40 |  $MCD | MCDONALDS CORP | $321,668 | 0.2% | -3% | 73.9 |
| 41 |  $HON | HONEYWELL INTERNATIONAL INC | $315,836 | 0.2% | +1% | 65.7 |
| 42 |  $WEC | WEC ENERGY GROUP, INC. | $297,111 | 0.2% | +15% | 67 |
| 43 |  $PEP | PEPSICO INC | $295,639 | 0.2% | -12% | 62.7 |
| 44 |  $F | FORD MOTOR CO | $294,672 | 0.2% | +9% | 58.5 |
| 45 |  $PM | Philip Morris International Inc. | $290,252 | 0.2% | +3% | 80.5 |
| 46 | — | VANGUARD WORLD FD | $278,008 | 0.1% | +0% | — |
| 47 |  $GE | GENERAL ELECTRIC CO | $277,632 | 0.1% | +0% | 74.8 |
| 48 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $275,638 | 0.1% | +2% | 66.4 |
| 49 |  $TGT | TARGET CORP | $272,260 | 0.1% | -32% | 53.1 |
| 50 |  $GNTX | GENTEX CORP | $267,154 | 0.1% | +0% | 65.5 |
| 51 |  $XOM | EXXON MOBIL CORP | $257,861 | 0.1% | -19% | 61.8 |
| 52 | — | USCF ETF TR | $245,032 | 0.1% | +1% | — |
| 53 |  $ITW | ILLINOIS TOOL WORKS INC | $224,534 | 0.1% | +1% | 71.2 |
| 54 |  $JPM | JPMORGAN CHASE & CO | $223,128 | 0.1% | +0% | 35.6 |
| 55 |  $ET | Energy Transfer LP | $216,637 | 0.1% | +0% | 64.5 |
| 56 |  $GOOG | Alphabet Inc. | $212,339 | 0.1% | -4% | 80.2 |
| 57 | — | ISHARES TR | $212,294 | 0.1% | +0% | — |
| 58 |  $GOOGL | Alphabet Inc. | $195,965 | 0.1% | -5% | 80.2 |
| 59 |  $BAC | BANK OF AMERICA CORP /DE/ | $183,964 | 0.1% | -15% | 68.4 |
| 60 | $ABT | ABBOTT LABORATORIES | $173,763 | 0.1% | +0% | 67 |
| 61 | $WMT | Walmart Inc. | $170,542 | 0.1% | +0% | 63.2 |
| 62 |  $SPY | SPDR S&P 500 ETF TRUST | $155,998 | 0.1% | -16% | — |
| 63 | — | BRITISH AMERN TOB PLC | $151,217 | 0.1% | +2% | — |
| 64 | $MPC | Marathon Petroleum Corp | $149,532 | 0.1% | +1% | 50.7 |
| 65 | — | VANGUARD INDEX FDS | $146,005 | 0.1% | +3% | — |
| 66 |  $DOV | DOVER Corp | $136,562 | 0.1% | +0% | 63.1 |
| 67 |  $FISV | FISERV INC | $127,911 | 0.1% | +0% | 67.4 |
| 68 | — | SELECT SECTOR SPDR TR | $123,923 | 0.1% | +0% | — |
| 69 | — | VANGUARD WORLD FD | $121,512 | 0.1% | +0% | — |
| 70 |  $CSCO | CISCO SYSTEMS, INC. | $109,477 | 0.1% | -8% | 72.3 |
| 71 |  $UNH | UNITEDHEALTH GROUP INC | $109,089 | 0.1% | +1% | 66.8 |
| 72 |  $CVS | CVS HEALTH Corp | $101,858 | 0.1% | -3% | 51.3 |
| 73 | — | ISHARES TR | $93,231 | 0.1% | +0% | — |
| 74 | — | VANGUARD SPECIALIZED FUNDS | $90,491 | 0.1% | +0% | — |
| 75 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $89,149 | 0.1% | +1% | 75.4 |
| 76 | — | PENSKE AUTOMOTIVE GRP INC | $85,779 | 0.1% | +1% | — |
| 77 |  $EIX | EDISON INTERNATIONAL | $82,589 | 0.0% | +1% | 70.7 |
| 78 | — | ISHARES TR | $82,571 | 0.0% | -8% | — |
| 79 | — | ISHARES TR | $74,607 | 0.0% | -32% | — |
| 80 | — | VANGUARD WHITEHALL FDS | $74,524 | 0.0% | +1% | — |
| 81 |  $LRCX | LAM RESEARCH CORP | $71,187 | 0.0% | +0% | 82.4 |
| 82 |  $BP | BP PLC | $69,955 | 0.0% | +3% | — |
| 83 |  $CSX | CSX CORP | $69,080 | 0.0% | -5% | 66.4 |
| 84 |  $MSI | Motorola Solutions, Inc. | $68,835 | 0.0% | +0% | 73.8 |
| 85 | — | ISHARES TR | $68,292 | 0.0% | -45% | — |
| 86 | — | DBX ETF TR | $68,055 | 0.0% | +0% | — |
| 87 | — | VANGUARD WORLD FD | $64,158 | 0.0% | +1% | — |
| 88 | — | SELECT SECTOR SPDR TR | $63,435 | 0.0% | +1% | — |
| 89 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $63,020 | 0.0% | +1% | 70.9 |
| 90 | — | SELECT SECTOR SPDR TR | $61,658 | 0.0% | +0% | — |
| 91 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $61,151 | 0.0% | +6% | — |
| 92 | — | FIDELITY NATL INFORMATION SV | $61,003 | 0.0% | +0% | — |
| 93 | — | VANGUARD WORLD FD | $60,772 | 0.0% | +93% | — |
| 94 | — | ISHARES TR | $59,915 | 0.0% | +0% | — |
| 95 | — | FIRST TR NASDAQ 100 TECH IND | $59,498 | 0.0% | +0% | — |
| 96 |  $LNG | Cheniere Energy, Inc. | $56,916 | 0.0% | +0% | 48.4 |
| 97 |  $INTC | INTEL CORP | $56,080 | 0.0% | +1% | 41.5 |
| 98 |  $ATI | ATI INC | $53,528 | 0.0% | +0% | 64.5 |
| 99 | — | OMEGA HEALTHCARE INVS INC | $52,767 | 0.0% | +2% | — |
| 100 |  $GM | General Motors Co | $52,240 | 0.0% | +0% | 58.7 |
| 101 | — | FIRST TR EXCHANGE-TRADED FD | $49,348 | 0.0% | +0% | — |
| 102 | — | RIVERNORTH CAP AND INCM FD I | $47,557 | 0.0% | +55% | — |
| 103 | — | PRINCIPAL FINANCIAL GROUP IN | $47,086 | 0.0% | -20% | — |
| 104 |  $DTB | DTE ENERGY CO | $46,082 | 0.0% | +1% | — |
| 105 | — | SPDR SER TR | $45,885 | 0.0% | +1% | — |
| 106 |  $GEHC | GE HealthCare Technologies Inc. | $45,713 | 0.0% | +0% | 58.2 |
| 107 | — | SELECT SECTOR SPDR TR | $45,694 | 0.0% | +0% | — |
| 108 |  $NGG | NATIONAL GRID PLC | $43,977 | 0.0% | +3% | — |
| 109 |  $AXP | AMERICAN EXPRESS CO | $43,941 | 0.0% | +0% | 73.2 |
| 110 |  $CRM | Salesforce, Inc. | $43,373 | 0.0% | +0% | 75.2 |
| 111 | — | FIDELITY COVINGTON TRUST | $42,385 | 0.0% | +0% | — |
| 112 |  $MFC | MANULIFE FINANCIAL CORP | $42,375 | 0.0% | +0% | — |
| 113 | — | BROOKFIELD INFRAST PARTNERS | $39,987 | 0.0% | +0% | — |
| 114 |  $DUK | Duke Energy CORP | $39,955 | 0.0% | +1% | 64 |
| 115 | — | GLOBAL X FDS | $38,982 | 0.0% | +1% | — |
| 116 | — | ISHARES TR | $38,597 | 0.0% | +0% | — |
| 117 |  $CL | COLGATE PALMOLIVE CO | $37,531 | 0.0% | +1% | 72.4 |
| 118 |  $RPM | RPM INTERNATIONAL INC/DE/ | $36,539 | 0.0% | +0% | 57.3 |
| 119 |  $KO | COCA COLA CO | $35,823 | 0.0% | +0% | 74 |
| 120 | $USB | US BANCORP DE | $35,407 | 0.0% | +1% | 71.4 |
| 121 |  $WFC | WELLS FARGO & COMPANY/MN | $34,354 | 0.0% | -50% | — |
| 122 |  $OKE | ONEOK INC /NEW/ | $33,902 | 0.0% | +0% | 72 |
| 123 |  $GSBD | Goldman Sachs BDC, Inc. | $32,502 | 0.0% | NEW | — |
| 124 |  $KR | KROGER CO | $31,506 | 0.0% | +1% | 51.1 |
| 125 |  $MA | Mastercard Inc | $31,057 | 0.0% | +0% | 81.7 |
| 126 |  $GSK | GSK plc | $30,240 | 0.0% | +1% | — |
| 127 | — | INVESCO EXCHANGE TRADED FD T | $28,859 | 0.0% | +0% | — |
| 128 |  $TT | Trane Technologies plc | $28,767 | 0.0% | +0% | — |
| 129 | — | SPDR INDEX SHS FDS | $28,449 | 0.0% | +0% | — |
| 130 |  $META | Meta Platforms, Inc. | $26,982 | 0.0% | -30% | 80.9 |
| 131 |  $NVS | NOVARTIS AG | $26,800 | 0.0% | +0% | — |
| 132 |  $HPE | Hewlett Packard Enterprise Co | $26,349 | 0.0% | +0% | 52.5 |
| 133 |  $MTG | MGIC INVESTMENT CORP | $25,600 | 0.0% | +0% | 67.1 |
| 134 |  $FLNG | Flex LNG Ltd. | $25,440 | 0.0% | +0% | — |
| 135 |  $AMGN | AMGEN INC | $22,722 | 0.0% | +1% | 79.5 |
| 136 | — | ETF SER SOLUTIONS | $22,086 | 0.0% | +0% | — |
| 137 |  $SO | SOUTHERN CO | $20,922 | 0.0% | +0% | 65.1 |
| 138 | — | GLOBAL X FDS | $20,402 | 0.0% | +2% | — |
| 139 |  $DTM | DT Midstream, Inc. | $18,270 | 0.0% | +1% | 74.5 |
| 140 |  $GILD | GILEAD SCIENCES, INC. | $17,691 | 0.0% | +1% | 77.8 |
| 141 |  $KMI | KINDER MORGAN, INC. | $17,672 | 0.0% | +0% | 74.6 |
| 142 | — | FIRST TR EXCHANGE TRADED FD | $17,567 | 0.0% | +0% | — |
| 143 |  $TSLA | Tesla, Inc. | $17,268 | 0.0% | +0% | 50.1 |
| 144 |  $MDLZ | Mondelez International, Inc. | $16,945 | 0.0% | +0% | 53.9 |
| 145 |  $TOL | Toll Brothers, Inc. | $16,784 | 0.0% | +1% | 68.3 |
| 146 | — | BANK MONTREAL QUE | $16,327 | 0.0% | +0% | — |
| 147 |  $BA | BOEING CO | $15,965 | 0.0% | -32% | 51.8 |
| 148 |  $LW | Lamb Weston Holdings, Inc. | $15,813 | 0.0% | +0% | 54.2 |
| 149 |  $AMT | AMERICAN TOWER CORP /MA/ | $15,725 | 0.0% | +1% | 69.8 |
| 150 |  $EXK | ENDEAVOUR SILVER CORP | $15,327 | 0.0% | +0% | — |
| 151 |  $GEV | GE Vernova Inc. | $14,024 | 0.0% | +0% | 70.1 |
| 152 | — | VANGUARD INDEX FDS | $13,947 | 0.0% | +2% | — |
| 153 |  $XEL | XCEL ENERGY INC | $13,368 | 0.0% | +1% | — |
| 154 | — | FIRST TR EXCHANGE TRADED FD | $11,566 | 0.0% | +1% | — |
| 155 |  $HOG | HARLEY-DAVIDSON, INC. | $11,271 | 0.0% | +1% | 55 |
| 156 |  $CGC | Canopy Growth Corp | $10,836 | 0.0% | -0% | 20.1 |
| 157 |  $HPQ | HP INC | $10,761 | 0.0% | +0% | 58.9 |
| 158 |  $NEE | NEXTERA ENERGY INC | $10,567 | 0.0% | +0% | 71.7 |
| 159 | — | INVESCO EXCHANGE TRADED FD T | $10,341 | 0.0% | +0% | — |
| 160 |  $DIS | Walt Disney Co | $10,282 | 0.0% | -36% | 68.9 |
| 161 |  $MATX | Matson, Inc. | $10,269 | 0.0% | +0% | 59.7 |
| 162 | — | ISHARES TR | $9,766 | 0.0% | +1% | — |
| 163 |  $AEE | AMEREN CORP | $9,399 | 0.0% | +0% | 63.5 |
| 164 | — | GRAYSCALE BITCOIN TR BTC | $9,191 | 0.0% | +0% | — |
| 165 | — | SUMMIT MATLS INC | $7,338 | 0.0% | +0% | — |
| 166 |  $RF | REGIONS FINANCIAL CORP | $6,999 | 0.0% | +0% | — |
| 167 |  $SYF | Synchrony Financial | $6,585 | 0.0% | +0% | — |
| 168 |  $PFE | PFIZER INC | $5,591 | 0.0% | +2% | 69 |
| 169 |  $AMD | ADVANCED MICRO DEVICES INC | $4,923 | 0.0% | +0% | 78.8 |
| 170 |  $IVT | InvenTrust Properties Corp. | $4,505 | 0.0% | +1% | 54.5 |
| 171 | — | ISHARES TR | $4,397 | 0.0% | +0% | — |
| 172 | — | VANGUARD INTL EQUITY INDEX F | $4,163 | 0.0% | +0% | — |
| 173 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $3,851 | 0.0% | +0% | 60.9 |
| 174 |  $DJT | Trump Media & Technology Group Corp. | $3,488 | 0.0% | +0% | 22.2 |
| 175 | — | SPDR SER TR | $3,482 | 0.0% | +1% | — |
| 176 |  $KSS | KOHLS Corp | $3,140 | 0.0% | +3% | 47 |
| 177 | — | ISHARES TR | $3,056 | 0.0% | +0% | — |
| 178 | — | ISHARES TR | $2,487 | 0.0% | +0% | — |
| 179 | — | UNITED STS OIL FD LP | $2,448 | 0.0% | +0% | — |
| 180 |  $UAL | United Airlines Holdings, Inc. | $1,712 | 0.0% | +0% | 61.3 |
| 181 |  $LE | LANDS' END, INC. | $1,676 | 0.0% | +0% | 57.5 |
| 182 |  $KHC | Kraft Heinz Co | $1,405 | 0.0% | +0% | 42.5 |
| 183 |  $LMT | LOCKHEED MARTIN CORP | $1,319 | 0.0% | +0% | 65 |
| 184 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $1,091 | 0.0% | NEW | 70.8 |
| 185 |  $RTX | RTX Corp | $1,085 | 0.0% | +0% | 70 |
| 186 | — | ISHARES TR | $1,083 | 0.0% | +0% | — |
| 187 | — | GRAYSCALE BITCOIN MINI TR BT | $1,025 | 0.0% | NEW | — |
| 188 |  $BLDP | Ballard Power Systems Inc. | $834 | 0.0% | +0% | — |
| 189 |  $SONY | Sony Group Corp | $773 | 0.0% | +0% | — |
| 190 |  $VTRS | Viatris Inc | $581 | 0.0% | +0% | 47.1 |
| 191 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $569 | 0.0% | +0% | 60.5 |
| 192 |  $PLUG | PLUG POWER INC | $507 | 0.0% | +0% | 18.8 |
| 193 | — | PROSHARES TR | $348 | 0.0% | -95% | — |
| 194 |  $ARAY | ACCURAY INC | $326 | 0.0% | +0% | 22.7 |
| 195 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $261 | 0.0% | +0% | 66.5 |
| 196 |  $ACB | AURORA CANNABIS INC | $42 | 0.0% | +0% | — |
New Positions (3)
Exited Positions (13)
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