Wells Financial Advisors INC: summary

Wells Financial Advisors INC reported 38 positions with a reported value of $10.76M in its 13F for Q3 2026. Compared with Q2 2026: 1 new positions, 5 exited.

Top positions

• SPDR SERIES TRUST
• SPDR SERIES TRUST
• ISHARES MSCI USA QUALITY FACTOR ETF
• SPDR GOLD SHARES
• STATE STREET SPDR PORTFOLIO S&P 500 ETF
• VANGUARD INTERMEDIATE-TERM TREASURY ETF
• ISHARES TR
• VANGUARD MORNINGSTAR GROWTH ETF
• ISHARES MSCI INTL QUALITY FACTOR ETF
• VANGUARD MORNINGSTAR MID-CAP ETF