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Wells Financial Advisors Inc.
Wells Financial Advisors Inc—likely operating as Wells Financial Partners in Needham, Massachusetts—is an independent financial advisory and planning firm headquartered in Needham, MA. The firm provides asset management and financial planning services, helping clients with education, tax, estate, and retirement planning. The organization appears to be a boutique firm focused on serving individuals and families in the United States, drawing on local expertise.
Investment Strategy
Wells Financial Advisors Inc provides personalized financial advice and asset management, tailoring strategies to client goals in areas such as education, tax, estate, and retirement. Their approach prioritizes customized planning, disciplined portfolio management, and long-term wealth accumulation, relying on an independent, client-centric model with comprehensive attention to each client's circumstances.
Latest 13F Filing Activity
Wells Financial Advisors Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 71 equity positions with a total 13F market value of $75M. The fund increased holdings in Ishares 10-20 Year Treasury Bond Etf, Ishares Flexible Income Active Etf, Vanguard Mega Cap Growth Etf among other positions. Wells Financial Advisors Inc. reduced exposure to Vanguard Short-term Treasury Etf, Vanguard Tax-exempt Bond Etf, Ishares Msci USA Min Vol Factor Etf among others.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD GROWTH INDEX FUND ETF | 12.01% | $9.0M | 18,717 | $257.83 | $479.61 | +$534.1K |
M MGK | VANGUARD MEGA CAP GROWTH ETF | 10.30% | $7.7M | 19,123 | $206.46 | $402.42 | +$693.2K |
U USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 6.45% | $4.8M | 50,647 | $70.87 | $95.14 | -$335.7K |
G GLD | SPDR GOLD SHARES ETF | 6.09% | $4.5M | 12,792 | $187.13 | $355.47 | +$578.0K |
V VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 5.05% | $3.8M | 26,792 | $101.94 | $140.95 | +$191.4K |
Industry Allocation
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