Wells Financial Advisors Inc Portfolio Holdings
Wells Financial Advisors Inc
- $72.3 Million
- Q3 2025
Wells Financial Advisors Inc has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $72.3 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $8.98M, Vanguard Mega Cap Growth ETF with a value of $7.7M, Ishares Msci Usa Min Vol Facto with a value of $4.82M, Spdr Gold Trust with a value of $4.55M, and Vanguard Whitehall Fds (Vangua with a value of $3.78M.
Examining the 13F form we can see an increase of $956K in the current position value, from $71.4M to 72.3M.
Below you can find more details about Wells Financial Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$72.3 Million
ETFs: $71.8 Million
Technology: $195,000
Communication Services: $126,000
Consumer Cyclical: $74,000
Consumer Defensive: $12,000
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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