Wells Financial Advisors Inc - Q42025 Holdings

Wells Financial Advisors Inc holds 72 stocks with a total portfolio value of $ 52.62M as of Q42025. In Q42025, Wells Financial Advisors Inc added 7 new positions, increased stakes in 2 stocks, reduced 43 holdings, and fully exited 6 positions. The largest holding is Vanguard Mega Cap Growth Etf (MGK), representing 13.13% of the total portfolio.