13F Insight
DOSSIER · 13F-HR · Q1 2025

Wade Financial Advisory, Inc

$292M in tracked AUM across 76 positions as of Q1 2025.

WF
CIK 0001802670 · last filed Mar 31, 2025
Total AUM
$292M
as of Q1 2025
Holdings
76
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
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Filing history

2025Q1Mar 31
$292M▼ 1.1%
76 positionsLocked2024Q4Dec 31
$295M▼ 0.7%
80 positionsLocked2024Q3Sep 30
$297M▲ 6.9%
81 positionsLocked2024Q2Jun 30
$278M▲ 1.3%
81 positionsLocked2024Q1Mar 31
$274M▲ 3.7%
77 positionsLocked2023Q4Dec 31
$265M▲ 13.3%
75 positionsLocked2023Q3Sep 30
$234M▼ 7.5%
70 positionsLocked2023Q2Jun 30
$252M▲ 6.0%
73 positionsLocked2023Q1Mar 31
$238M▲ 7.8%
76 positionsLocked2022Q4Dec 31
$221M▲ 10.6%
75 positionsLocked2022Q3Sep 30
$200M▼ 5.3%
73 positionsLocked2022Q2Jun 30
$211M▼ 9.6%
74 positionsLocked
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