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Sarah Wells

Wells Financial Advisors Inc

Assets Managed
$21.983M
Holdings
54
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-58.22%(2Q avg: -43.9%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wells Financial Advisors Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Wells Financial Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 21.983M in assets, with a quarterly growth rate of -58.22% and a 2-quarter average growth rate of -43.9%. The portfolio is managed by Sarah Wells, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Decreased -47.25%
12.72%
$2.795M
6,398 shares@ $436.79 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -55.82%
8.56%
$1.88M
4,370 shares@ $430.29 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -71.31%
8.03%
$1.764M
4,800 shares@ $367.44 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -40.97%
6.24%
$1.371M
7,148 shares@ $191.82 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -45.28%
5.33%
$1.171M
11,965 shares@ $97.91 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -32.79%
5.03%
$1.105M
19,525 shares@ $56.59 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -25.71%
4.46%
$978,646
4,988 shares@ $196.21 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -74.7%
4.01%
$881,215
9,502 shares@ $92.74 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -45.2%
3.77%
$827,815
2,770 shares@ $298.86 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Decreased -33.92%
3.51%
$769,982
12,930 shares@ $59.56 avg price

1-10 of 54