SEC Form 13F

Wells Financial Advisors INC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$10,773,604
Positions42

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSPYGETF$1,425,14311,977
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETFSPYVETF$1,181,87919,442
ISHARES MSCI USA QUALITY FACTOR ETFQUALETF$1,023,6414,665
SPDR GOLD SHARES ETFGLDETF$819,2772,224
ISHARES ESG AWARE USD CORPORATE BOND ETFSUSCETF$533,52423,045
VANGUARD MID-CAP INDEX FUND ETFVOETF$461,8275,732
VANGUARD GROWTH INDEX FUND ETFVUGETF$455,8535,292
ISHARES MSCI INTL QUALITY FACTOR ETFIQLTETF$436,8338,816
VANGUARD INTERMEDIATE-TERM TREASURY ETFVGITETF$424,0667,190
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFDYNFETF$419,1466,163

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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