Wells Financial Advisors Inc Portfolio Holdings

Wells Financial Advisors Inc

  • $71.4 Million
  • Q2 2025

Wells Financial Advisors Inc has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $71.4 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $8.44M, Vanguard Mega Cap Growth ETF with a value of $7M, Ishares Msci Usa Min Vol Facto with a value of $5.15M, Spdr Gold Trust with a value of $3.97M, and Vanguard Whitehall Fds (Vangua with a value of $3.58M.

Examining the 13F form we can see an increase of $308K in the current position value, from $71.1M to 71.4M.

Below you can find more details about Wells Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $71.4 Million
ETFs: $70.9 Million
Technology: $186,000
Communication Services: $92,000
Consumer Cyclical: $73,000
Consumer Defensive: $11,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$150,000 0.21% of portfolio
303
Q2 2025 Added 78.24%
$1.21T
$77,000 0.11% of portfolio
440
Q3 2022 Added 1,900.0%
$2.26T
$61,000 0.09% of portfolio
280
Q2 2022 Added 1,900.0%
$127B
$19,000 0.03% of portfolio
70
Q3 2024 New
$405B
$12,000 0.02% of portfolio
34
Q2 2025 Added 3.03%
$281B
$11,000 0.02% of portfolio
119
Q2 2025 Added 0.85%
$70.6B
$15,000 0.02% of portfolio
150
Q1 2021 New
$210B
$17,000 0.02% of portfolio
58
Q3 2024 New
$6.71B
$0 0.0% of portfolio
10
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $71.4 Million
  • Prior Value $71.1 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email