Institutional Fund
Wells Financial Advisors Inc
Framingham, MACIK 18444545 filings on record
Portfolio Value
$21.98M
Q1 2026
Holdings
54
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-58.2%
from $52.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds12.7%
- Spdr Gold Tr8.6%
- Vanguard World Fd8.0%
- Ishares Tr6.2%
- Spdr Series Trust5.3%
- Spdr Series Trust5.0%
- Other54.1%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 6.4K | $2.79M | 12.7% | −5.7K | Reduced |
| 2 | Spdr Gold Tr | 4.4K | $1.88M | 8.6% | −5.5K | Reduced |
| 3 | Vanguard World Fd | 4.8K | $1.76M | 8.0% | −11.9K | Reduced |
| 4 | Ishares Tr | 7.1K | $1.37M | 6.2% | −5.0K | Reduced |
| 5 | Spdr Series Trust | 12.0K | $1.17M | 5.3% | −9.9K | Reduced |
| 6 | Spdr Series Trust | 19.5K | $1.10M | 5.0% | −9.5K | Reduced |
| 7 | Vanguard Index Fds | 5.0K | $978.6K | 4.5% | −1.7K | Reduced |
| 8 | Ishares Tr | 9.5K | $881.2K | 4.0% | −28.1K | Reduced |
| 9 | Vanguard Index Fds | 2.8K | $827.8K | 3.8% | −2.3K | Reduced |
| 10 | Vanguard Scottsdale Fds | 12.9K | $770.0K | 3.5% | −6.6K | Reduced |
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