Wells Financial Advisors INC - Portfolio overview

Wells Financial Advisors INC has 78 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD GROWTH INDEX FUND ETF, 10.86%
2. GLD - SPDR GOLD SHARES ETF, 7.31%
3. MGK - VANGUARD MEGA CAP GROWTH ETF, 6.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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