Notify me when Wells Financial Advisors INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 72 | $52,622,426 | +$305,800 | -$23,850,105 | -$23,544,305 | MGK, VUG, GLD, USMV, VYM | 13F-HR | 30 Jan 2026, 18:31 |
| Q3 2025 | 71 | $74,721,678 | +$2,365,860 | -$5,197,625 | -$2,831,765 | VUG, MGK, USMV, GLD, VYM | 13F-HR | 20 Oct 2025, 12:27 |
| Q2 2025 | 76 | $72,776,524 | +$658,346 | -$5,864,242 | -$5,205,896 | VUG, MGK, USMV, GLD, VYM | 13F-HR | 25 Jul 2025, 15:16 |
| Q1 2025 | 77 | $72,545,888 | +$2,052,411 | -$1,538,166 | +$514,245 | VUG, MGK, USMV, GLD, VYM | 13F-HR | 09 May 2025, 11:54 |
| Q4 2024 | 78 | $73,383,498 | +$2,839,359 | -$3,830,247 | -$990,888 | VUG, MGK, USMV, VV, VYM | 13F-HR | 11 Feb 2025, 19:02 |
| Q3 2024 | 102 | $74,010,004 | +$301,417 | -$86,770,435 | -$86,469,018 | VUG, MGK, USMV, VYM, GLD | 13F-HR | 13 Nov 2024, 13:27 |
| Q2 2024 | 82 | $151,916,595 | +$12,482,346 | -$9,811,468 | +$2,670,878 | SPYG, QUAL, SPYV, VGSH, SPLG | 13F-HR | 09 Aug 2024, 13:03 |
| Q1 2024 | 68 | $146,809,715 | +$11,292,811 | -$10,818,949 | +$473,862 | SPYG, SPYV, QUAL, VGSH, VO | 13F-HR | 13 May 2024, 19:14 |
| Q4 2023 | 64 | $137,690,288 | +$2,401,364 | -$4,899,476 | -$2,498,112 | USMV, SPYG, SPYV, VGSH, QUAL | 13F-HR | 12 Feb 2024, 17:50 |
| Q3 2023 | 65 | $128,616,244 | +$786,799 | -$472,457 | +$314,342 | USMV, SPYG, VGSH, SPYV, QUAL | 13F-HR | 10 Oct 2023, 14:22 |
| Q2 2023 | 65 | $132,427,841 | +$22,104,776 | -$20,071,478 | +$2,033,298 | USMV, SPYG, VGSH, SPYV, QUAL | 13F-HR | 07 Aug 2023, 14:34 |
| Q1 2023 | 65 | $125,515,960 | +$758,296 | -$1,035,030 | -$276,734 | USMV, SPYV, SPYG, VB, VO | 13F-HR | 03 May 2023, 16:35 |
| Q4 2022 | 64 | $120,828,493 | +$40,916,075 | -$31,309,477 | +$9,606,598 | USMV, SPYV, SPYG, VB, VO | 13F-HR | 03 Feb 2023, 15:16 |
| Q3 2022 | 64 | $103,261,000 | +$1,910,681 | -$3,461,120 | -$1,550,439 | SPYV, QUAL, DGRO, VB, VO | 13F-HR | 09 Nov 2022, 15:45 |
| Q2 2022 | 57 | $110,753,000 | +$12,661,950 | -$5,082,838 | +$7,579,112 | SPYV, QUAL, DGRO, VB, VO | 13F-HR | 09 Aug 2022, 19:01 |
| Q1 2022 | 57 | $119,778,000 | +$1,969,158 | -$1,452,307 | +$516,851 | VB, QUAL, DGRO, VO, GLD | 13F-HR | 22 Apr 2022, 18:14 |
| Q4 2021 | 61 | $125,356,000 | +$17,141,554 | -$19,148,587 | -$2,007,033 | VB, QUAL, VO, DGRO, VUG | 13F-HR | 10 Feb 2022, 18:01 |
| Q3 2021 | 60 | $118,405,000 | +$1,564,043 | -$1,002,564 | +$561,479 | QUAL, USMV, VB, VO, DGRO | 13F-HR | 10 Nov 2021, 14:02 |
| Q2 2021 | 61 | $118,571,000 | +$1,988,285 | -$1,818,381 | +$169,904 | QUAL, USMV, VB, VO, DGRO | 13F-HR | 02 Aug 2021, 14:13 |
| Q1 2021 | 62 | $111,484,000 | +$26,694,088 | -$35,808,355 | -$9,114,267 | QUAL, USMV, VB, VO, DGRO | 13F-HR | 11 May 2021, 21:49 |
| Q4 2020 | 60 | $116,997,000 | $0 | $0 | $0 | USMV, SPYG, QUAL, DGRO, GLD | 13F-HR | 10 Feb 2021, 21:56 |