Wells Financial Advisors INC — 13F holdings

Wells Financial Advisors INC reported 42 holdings worth $10.8M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

  1. SPYG SPDR SERIES TRUST — $1.43M (13.2%)
  2. SPYV SPDR SERIES TRUST — $1.18M (11.0%)
  3. QUAL ISHARES TR — $1.02M (9.5%)
  4. GLD SPDR GOLD TR — $819K (7.6%)
  5. SUSC ISHARES TR — $534K (5.0%)
  6. VO VANGUARD INDEX FDS — $462K (4.3%)
  7. VUG VANGUARD INDEX FDS — $456K (4.2%)
  8. IQLT ISHARES TR — $437K (4.1%)
  9. VGIT VANGUARD SCOTTSDALE FDS — $424K (3.9%)
  10. DYNF BLACKROCK ETF TRUST — $419K (3.9%)