Wade Financial Advisory, Inc — 13F holdings

Wade Financial Advisory, Inc reported 76 holdings worth $292M in its 13F filing for Q1 2025, filed May 9, 2025.

Largest positions

  1. VTI VANGUARD INDEX FDS — $60.1M (20.6%)
  2. VV VANGUARD INDEX FDS — $25.1M (8.6%)
  3. VEA VANGUARD TAX-MANAGED FDS — $21.3M (7.3%)
  4. QUAL ISHARES TR — $19.3M (6.6%)
  5. VGIT VANGUARD SCOTTSDALE FDS — $16.8M (5.8%)
  6. LRGF ISHARES TR — $14.9M (5.1%)
  7. ITOT ISHARES TR — $11.3M (3.9%)
  8. IQLT ISHARES TR — $10.2M (3.5%)
  9. INTF ISHARES TR — $9.83M (3.4%)
  10. IEFA ISHARES TR — $7.45M (2.6%)