Wade Financial Advisory, Inc Portfolio Holdings
Wade Financial Advisory, Inc
- $292 Million
- Q1 2025
Wade Financial Advisory, Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $292 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $60.1M, Vanguard Large Cap ETF with a value of $25.1M, Vanguard Ftse Developed Market with a value of $21.3M, Ishares Msci Usa Quality Facto with a value of $19.3M, and Vanguard Intermediate Term Tre with a value of $16.8M.
Examining the 13F form we can see an decrease of $3.25M in the current position value, from $295M to 292M.
Below you can find more details about Wade Financial Advisory, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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