Wells Financial Advisors INC

DOSSIER · 13F-HR · Q2 2026

Wells Financial Advisors INC

$11M in tracked AUM across 42 positions as of Q2 2026.

WF

CIK 0001844454 · last filed Jun 30, 2026

Total AUM

$11M

as of Q2 2026

Holdings

42

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Wells Financial Advisors INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

$1M12K13.2%02

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

$1M19K11.0%03

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

$1M5K9.5%04

GLD

SPDR GOLD SHARES ETF

$819K2K7.6%05

SUSC

ISHARES ESG AWARE USD CORPORATE BOND ETF

$534K23K5.0%06

VO

VANGUARD MID-CAP INDEX FUND ETF

$462K6K4.3%07

VUG

VANGUARD GROWTH INDEX FUND ETF

$456K5K4.2%08

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

$437K9K4.1%09

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

$424K7K3.9%10

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF