Wells Financial Advisors Inc - Q12026 Holdings

Wells Financial Advisors Inc holds 54 stocks with a total portfolio value of $ 21.98M as of Q12026. In Q12026, Wells Financial Advisors Inc added 1 new position, increased stakes in 4 stocks, reduced 37 holdings, and fully exited 19 positions. The largest holding is Vanguard Growth Index Fund Etf (VUG), representing 12.71% of the total portfolio.