Wells Financial Advisors INC
All 13F Filings
- Location
- Framingham, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 10,762
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 38 | 10,762 | 13F-HR | Wells Financial Advisors INC |
| Q2 2026 | 7/23/2026 | 42 | 10,774 | 13F-HR | Wells Financial Advisors INC |
| Q1 2026 | 5/7/2026 | 54 | 21,983 | 13F-HR | Wells Financial Advisors INC |
| Q4 2025 | 2/2/2026 | 72 | 52,622 | 13F-HR | Wells Financial Advisors INC |
| Q3 2025 | 10/20/2025 | 71 | 74,722 | 13F-HR | Wells Financial Advisors INC |
| Q2 2025 | 7/25/2025 | 76 | 72,777 | 13F-HR | Wells Financial Advisors INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 10.76 K | 100.0% | 0 | 11 | -11 |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
10,762
Holdings
38
QoQ value change ($000)
-12
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.