13F filer

Wells Fargo

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 72971 SEC filings ↗

13F Value

$617.42B

Positions

7,294

Top Position

AAPL2.8%

Top 5

11.0%

Latest filing changes

vs Mar 31, 2026

1 SPY State Str SPDR S&P 500 ETF T — Tr Unit +27.4%+$1.93B

2 V Visa +67.9%+$1.92B

3 QQQ · PUT Invesco QQQ Trust, Series 1 +61.7%+$1.32B

4 SNDK Sandisk +171.5%+$1.21B

5 QQQ · CALL Invesco QQQ Trust, Series 1 +46.5%+$1.14B

Holdings7,294

#
1	AAPL Apple	2.8%	$17.34B	+2.0%	59.91M	2.8%	Common Stock
2	IVV iShares Core S&P 500 ETF	2.5%	$15.29B	+4.3%	20.42M	2.4%	ETF
3	MSFT Microsoft	2.0%	$12.47B	+0.3%	33.42M	2.3%	Common Stock
4	NVDA NVIDIA	1.9%	$11.78B	+3.3%	58.86M	1.9%	Common Stock
5	ITOT iShares Core S&P Total U.S. Stock Market ETF	1.8%	$10.94B	+1.0%	66.60M	1.8%	ETF
6	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 29,187,481 reported quantity $10,430,729,891 reported value	1.7%	$10.43B	+5.0%	29.19M	1.5%	Common Stock
7	AVGO Broadcom	1.5%	$9.50B	-2.1%	25.15M	1.5%	Common Stock
8	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.5%	$8.96B	+27.4%	12.00M	1.2%	ETF
9	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	1.4%	$8.84B	-1.3%	109.71M	1.5%	ETF
10	IEFA iShares Core MSCI EAFE ETF	1.4%	$8.76B	+6.5%	90.73M	1.5%	ETF
11	AMZN Amazon	1.3%	$8.28B	-0.8%	34.74M	1.4%	Common Stock
12	JPM JPMorgan Chase	1.2%	$7.64B	+1.5%	23.35M	1.3%	Common Stock
13	IEMG iShares Core MSCI Emerging Markets ETF	1.2%	$7.55B	+4.3%	91.12M	1.1%	ETF
14	GOOG Alphabet Class C	1.1%	$6.60B	+3.7%	18.69M	1.0%	Common Stock
15	AGG iShares Core U.S. Aggregate Bond ETF	1.0%	$6.44B	+2.1%	65.01M	1.2%	ETF
16	META Meta Platforms	0.9%	$5.65B	+3.8%	10.02M	1.0%	Common Stock
17	LLY Eli Lilly	0.9%	$5.57B	+5.5%	4.65M	0.8%	Common Stock
18	QQQ Invesco QQQ Trust, Series 1	0.9%	$5.33B	+11.4%	7.24M	0.7%	ETF
19	IWR iShares Russell Mid-Cap ETF	0.8%	$5.00B	+5.9%	45.37M	0.8%	ETF
20	V Visa	0.8%	$4.76B	+67.9%	13.86M	0.5%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing487

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.