Wells Financial Advisors INC

Q1 2026 13F-HR Holdings

Location
Framingham, MA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$21,983
Net value change ($000)
-30,639 (-58.2%)
New positions
1
Sold out positions
19
Turnover %
7.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEMG 287 28700.0%
VYMI 143 2860.0%
BNDX 12 NEW
SUSC 10 1.9%
ESML 7 2.1%
SHLD 5 9.3%
BAI 1 5.3%
Top Reduces (Value $000, Stocks/ETFs)
MGK -5,144 -74.5%
VUG -3,123 -52.8%
VYM -2,782 -85.8%
USMV -2,656 -75.1%
GLD -2,041 -52.1%
MGV -2,027 -76.7%
VB -1,363 -74.0%
VO -1,227 -63.0%
SPYG -1,162 -49.8%
QUAL -1,034 -43.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type