Wells Financial Advisors Inc Top Holdings and 13F Report (2025) About Wells Financial Advisors IncInvestment ActivityWells Financial Advisors Inc has $72.55 million in total holdings as of March 31, 2025.Wells Financial Advisors Inc owns shares of 77 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 2.83% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Wells Financial Advisors Inc has purchased 78 new stocks and bought additional shares in 20 stocks.Wells Financial Advisors Inc sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Growth ETF $7,616,190Vanguard Mega Cap Growth ETF $5,912,890iShares MSCI USA Min Vol Factor ETF $5,726,084SPDR Gold Shares $4,160,742Vanguard High Dividend Yield ETF $3,510,807 Largest New Holdings this Quarter 464288653 - iShares 10-20 Year Treasury Bond ETF $86,631 Holding78462F103 - SPDR S&P 500 ETF Trust $559 Holding Largest Purchases this Quarter iShares Flexible Income Active ETF 10,361 shares (about $542.71K)SPDR Gold Shares 1,109 shares (about $319.55K)Vanguard Growth ETF 618 shares (about $229.16K)iShares Core U.S. Aggregate Bond ETF 2,003 shares (about $198.14K)Vanguard Total Bond Market ETF 2,150 shares (about $157.92K) Largest Sales this Quarter iShares Ultra Short-Term Bond Active ETF 11,840 shares (about $600.29K)iShares iBonds Dec 2025 Term Corporate ETF 3,740 shares (about $94.06K)iShares iBonds Dec 2026 Term Corporate ETF 3,790 shares (about $91.76K)iShares iBonds Dec 2027 Term Corporate ETF 3,750 shares (about $90.68K)iShares 20+ Year Treasury Bond ETF 880 shares (about $80.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWells Financial Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$7,616,190$229,164 ▲3.1%20,53910.5%ETFMGKVanguard Mega Cap Growth ETF$5,912,890$4,633 ▼-0.1%19,1438.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$5,726,084$52,637 ▲0.9%61,1377.9%ETFGLDSPDR Gold Shares$4,160,742$319,547 ▲8.3%14,4405.7%FinanceVYMVanguard High Dividend Yield ETF$3,510,807$16,894 ▼-0.5%27,2244.8%ETFVVVanguard Large-Cap ETF$3,440,861$11,566 ▼-0.3%13,3874.7%ETFQUALiShares MSCI USA Quality Factor ETF$3,072,431$29,906 ▼-1.0%17,9794.2%ETFVGSHVanguard Short-Term Treasury Index ETF$3,055,871$76,238 ▼-2.4%52,0684.2%ETFMGVVanguard Mega Cap Value ETF$2,958,8110.0%22,9654.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,635,091$19,932 ▼-0.8%32,7873.6%ETFVBVanguard Small-Cap ETF$2,514,701$43,242 ▲1.7%11,3403.5%ETFVOVanguard Mid-Cap ETF$2,378,011$48,362 ▲2.1%9,1953.3%ETFVTVVanguard Value ETF$2,315,123$145,969 ▲6.7%13,4023.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,297,384$20,428 ▼-0.9%44,9853.2%ETFBNDVanguard Total Bond Market ETF$1,928,356$157,917 ▲8.9%26,2542.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$1,759,903$14,434 ▼-0.8%29,6282.4%ETFBINCiShares Flexible Income Active ETF$1,308,871$542,709 ▲70.8%24,9881.8%ETFDGROiShares Core Dividend Growth ETF$1,261,609$6,178 ▲0.5%20,4211.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,176,823$9,752 ▲0.8%24,1351.6%ETFIVViShares Core S&P 500 ETF$1,068,734$1,686 ▲0.2%1,9021.5%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,034,361$2,024 ▼-0.2%26,0611.4%ETFVIGVanguard Dividend Appreciation ETF$1,028,147$57,809 ▲6.0%5,3001.4%ETFIUSBiShares Core Total USD Bond Market ETF$1,009,1520.0%21,9001.4%ManufacturingSPLGSPDR Portfolio S&P 500 ETF$986,729$38,798 ▲4.1%15,0051.4%ETFVTEBVanguard Tax-Exempt Bond ETF$936,8260.0%18,8801.3%ETFIJHiShares Core S&P Mid-Cap ETF$843,1580.0%14,4501.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$759,805$198,137 ▲35.3%7,6811.0%FinanceSUSCiShares ESG Aware USD Corporate Bond ETF$515,2760.0%22,3450.7%ManufacturingIJRiShares Core S&P Small-Cap ETF$496,8120.0%4,7510.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$347,971$51,918 ▲17.5%4,2560.5%ETFVOTVanguard Mid-Cap Growth ETF$331,7320.0%1,3560.5%ETFVBKVanguard Small-Cap Growth ETF$331,3650.0%1,3160.5%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$272,135$3,841 ▲1.4%7,0850.4%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$266,3930.0%10,6600.4%ManufacturingVBRVanguard Small-Cap Value ETF$251,9760.0%1,3530.3%ETFTLTiShares 20+ Year Treasury Bond ETF$240,319$80,106 ▼-25.0%2,6400.3%ETFVOOVanguard S&P 500 ETF$205,5640.0%4000.3%ETFCWBSPDR Bloomberg Convertible Securities ETF$196,9130.0%2,5700.3%ETFVOEVanguard Mid-Cap Value ETF$192,6480.0%1,2000.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$144,9500.0%3,1300.2%ETFIYWiShares U.S. Technology ETF$143,9510.0%1,0250.2%ManufacturingEFIVSPDR S&P 500 ESG ETF$139,635$2,675 ▲2.0%2,6100.2%ETFXLEEnergy Select Sector SPDR Fund$131,7650.0%1,4100.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$126,497$600,290 ▼-82.6%2,4950.2%ETFIAUiShares Gold Trust$117,9200.0%2,0000.2%FinanceIBDQiShares iBonds Dec 2025 Term Corporate ETF$113,175$94,061 ▼-45.4%4,5000.2%ETFMGCVanguard Mega Cap ETF$110,5580.0%5490.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$105,320$65,618 ▼-38.4%3,4990.1%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$90,780$20,410 ▲29.0%2,1350.1%ETFTLHiShares 10-20 Year Treasury Bond ETF$86,631$86,631 ▲New Holding8350.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$77,472$91,756 ▼-54.2%3,2000.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$77,376$90,675 ▼-54.0%3,2000.1%ETFGOOGLAlphabet$68,0420.0%4400.1%Computer and TechnologyCOLUMBIA U.S. EQUITY INCOME ETF$64,5220.0%1,4100.1%ETFMSFTMicrosoft$63,8160.0%1700.1%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$59,500$5,000 ▲9.2%5950.1%ETFEFViShares MSCI EAFE Value ETF$56,877$29,470 ▲107.5%9650.1%ETFAMZNAmazon.com$53,2730.0%2800.1%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$43,9860.0%8150.1%ETFESGVVanguard ESG US Stock ETF$39,1800.0%4000.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$39,0430.0%3200.1%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$31,2560.0%8000.0%ETFVTIVanguard Total Stock Market ETF$30,7820.0%1120.0%ETFVSGXVanguard ESG International Stock ETF$29,4900.0%5000.0%ETFICVTiShares Convertible Bond ETF$25,5010.0%3050.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$20,3830.0%3700.0%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$15,4230.0%4250.0%ETFHYDBiShares High Yield Bond Factor ETF$15,0690.0%3200.0%ETFXJRiShares ESG Select Screened S&P Small-Cap ETF$15,0500.0%4000.0%ETFIBMInternational Business Machines$14,4220.0%580.0%Computer and TechnologyHDHome Depot$12,266$51,294 ▼-80.7%330.0%Retail/WholesaleAVGOBroadcom$11,7200.0%700.0%Computer and TechnologyWMTWalmart$10,3860.0%1180.0%Retail/WholesaleRBLXRoblox$8,7440.0%1500.0%Consumer DiscretionaryBOXXAlpha Architect 1-3 Month Box ETF$3,6790.0%330.0%ETFSPYSPDR S&P 500 ETF Trust$559$559 ▲New Holding10.0%FinanceKDKyndryl$3140.0%100.0%Business ServicesIBDUiShares iBonds Dec 2029 Term Corporate ETF$0$91,200 ▼-100.0%00.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$0$89,712 ▼-100.0%00.0%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$0$87,399 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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