DOSSIER · 13F-HR · Q1 2025

Wade Financial Advisory, Inc

Wade Financial Advisory's holding co. based in Omaha, NE — $292M in tracked AUM across 76 positions as of Q1 2025.

WF

Wade Financial Advisory·Omaha, NE·Holding Co.

CIK 0001802670 · last filed Mar 31, 2025

Total AUM

$292M

▲ 18.9%

vs prior

Holdings

76

—

positions

Whale Score

46

tracked

Activity

—

no data

changes this Q

Top sector

Financials

13% weight

concentration

AI Analysis · Q1 2025 · Q1 2025

Wade Financial Advisory, Inc filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight

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