Skip to content
Disclosery

Wells Financial Advisors INC

Follow

13F filer, CIK 1844454, FRAMINGHAM, MA

Wells Financial Advisors INC reported $10,773,604 across 42 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-23. Its ten largest share positions make up 66.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001844454-26-000004

Period
2026-06-30
Reported value
$10.8M
Holdings
42
Top 10 weight
66.66%
New
1
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOadded+3,219$259K
COROnew+2,225$81.4K
BAIadded+531$28K
SPYGadded+12$1.43K
MTUMadded+1$342

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VTVreduced-3,885-$847K
VVexited-2,770-$828K
GLDreduced-2,146-$791K
USMVreduced-7,640-$737K
MGVexited-4,247-$616K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001844454-26-000004, largest first. % of portfolio is the value over $10,773,604, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,669 shares; 2024Q4: 33,035 shares; 2025Q1: 32,787 shares; 2025Q2: 31,692 shares; 2025Q3: 30,557 shares; 2025Q4: 21,866 shares; 2026Q1: 11,965 shares; 2026Q2: 11,977 shares 11,977$1.43M13.23%+12Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,516 shares; 2024Q4: 45,385 shares; 2025Q1: 44,985 shares; 2025Q2: 43,730 shares; 2025Q3: 41,845 shares; 2025Q4: 29,055 shares; 2026Q1: 19,525 shares; 2026Q2: 19,442 shares 19,442$1.18M10.97%-83Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,894 shares; 2024Q4: 18,154 shares; 2025Q1: 17,979 shares; 2025Q2: 17,093 shares; 2025Q3: 16,643 shares; 2025Q4: 12,111 shares; 2026Q1: 7,148 shares; 2026Q2: 4,665 shares 4,665$1.02M9.5%-2,483Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,762 shares; 2024Q4: 13,331 shares; 2025Q1: 14,440 shares; 2025Q2: 13,021 shares; 2025Q3: 12,792 shares; 2025Q4: 9,893 shares; 2026Q1: 4,370 shares; 2026Q2: 2,224 shares 2,224$819K7.6%-2,146Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,535 shares; 2024Q4: 22,345 shares; 2025Q1: 22,345 shares; 2025Q2: 22,345 shares; 2025Q3: 22,345 shares; 2025Q4: 22,345 shares; 2026Q1: 23,045 shares; 2026Q2: 23,045 shares 23,045$534K4.95%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,447 shares; 2024Q4: 9,008 shares; 2025Q1: 9,195 shares; 2025Q2: 8,702 shares; 2025Q3: 8,609 shares; 2025Q4: 6,715 shares; 2026Q1: 2,513 shares; 2026Q2: 5,732 shares 5,732$462K4.29%+3,219Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,877 shares; 2024Q4: 19,921 shares; 2025Q1: 20,539 shares; 2025Q2: 19,258 shares; 2025Q3: 18,717 shares; 2025Q4: 12,131 shares; 2026Q1: 6,398 shares; 2026Q2: 5,292 shares 5,292$456K4.23%-1,106Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,622 shares; 2024Q4: 26,112 shares; 2025Q1: 26,061 shares; 2025Q2: 24,906 shares; 2025Q3: 24,207 shares; 2025Q4: 10,801 shares; 2026Q1: 9,326 shares; 2026Q2: 8,816 shares 8,816$437K4.05%-510Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,614 shares; 2024Q4: 29,871 shares; 2025Q1: 29,628 shares; 2025Q2: 26,934 shares; 2025Q3: 25,974 shares; 2025Q4: 19,570 shares; 2026Q1: 12,930 shares; 2026Q2: 7,190 shares 7,190$424K3.94%-5,740Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,804 shares; 2024Q4: 23,935 shares; 2025Q1: 24,135 shares; 2025Q2: 24,035 shares; 2025Q3: 24,035 shares; 2025Q4: 12,005 shares; 2026Q1: 9,125 shares; 2026Q2: 6,163 shares 6,163$419K3.89%-2,962Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,675 shares; 2024Q4: 6,985 shares; 2025Q1: 7,085 shares; 2025Q2: 7,085 shares; 2025Q3: 7,085 shares; 2025Q4: 7,085 shares; 2026Q1: 7,085 shares; 2026Q2: 7,085 shares 7,085$396K3.68%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,388 shares; 2024Q4: 53,367 shares; 2025Q1: 52,068 shares; 2025Q2: 44,381 shares; 2025Q3: 18,682 shares; 2025Q4: 9,740 shares; 2026Q1: 7,810 shares; 2026Q2: 6,050 shares 6,050$352K3.27%-1,760Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 18,880 shares; 2025Q1: 18,880 shares; 2025Q2: 18,880 shares; 2025Q3: 5,880 shares; 2025Q4: 5,880 shares; 2026Q1: 5,880 shares; 2026Q2: 5,880 shares 5,880$297K2.76%0Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,370 shares; 2024Q4: 10,660 shares; 2025Q1: 10,660 shares; 2025Q2: 10,660 shares; 2025Q3: 10,660 shares; 2025Q4: 10,660 shares; 2026Q1: 10,660 shares; 2026Q2: 10,660 shares 10,660$266K2.47%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,437 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 675 shares; 2025Q3: 705 shares; 2025Q4: 20 shares; 2026Q1: 4,128 shares; 2026Q2: 3,192 shares 3,192$264K2.45%-936Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,036 shares; 2024Q4: 20,321 shares; 2025Q1: 20,421 shares; 2025Q2: 20,351 shares; 2025Q3: 18,061 shares; 2025Q4: 14,681 shares; 2026Q1: 8,120 shares; 2026Q2: 3,180 shares 3,180$241K2.24%-4,940Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,086 shares; 2024Q4: 12,557 shares; 2025Q1: 13,402 shares; 2025Q2: 11,706 shares; 2025Q3: 11,606 shares; 2025Q4: 6,715 shares; 2026Q1: 4,988 shares; 2026Q2: 1,103 shares 1,103$240K2.23%-3,885Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 12,781 shares; 2025Q4: 9,271 shares; 2026Q1: 3,026 shares; 2026Q2: 2,305 shares 2,305$231K2.15%-721Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,467 shares; 2024Q4: 60,575 shares; 2025Q1: 61,137 shares; 2025Q2: 54,908 shares; 2025Q3: 50,647 shares; 2025Q4: 37,565 shares; 2026Q1: 9,502 shares; 2026Q2: 1,862 shares 1,862$180K1.67%-7,640Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625$158K1.46%0Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 336 shares 336$115K1.07%+1Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 4,775 shares; 2025Q4: 3,670 shares; 2026Q1: 3,670 shares; 2026Q2: 2,348 shares 2,348$101K0.94%-1,322Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,047 shares; 2024Q4: 14,627 shares; 2025Q1: 24,988 shares; 2025Q2: 20,830 shares; 2025Q3: 35,390 shares; 2025Q4: 13,579 shares; 2026Q1: 6,319 shares; 2026Q2: 1,749 shares 1,749$91.5K0.85%-4,570Timeline
COROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,225 shares 2,225$81.4K0.76%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,536 shares; 2024Q4: 11,145 shares; 2025Q1: 11,340 shares; 2025Q2: 10,458 shares; 2025Q3: 9,778 shares; 2025Q4: 7,139 shares; 2026Q1: 1,828 shares; 2026Q2: 266 shares 266$80.6K0.75%-1,562Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 5,002 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,020 shares; 2025Q4: 2,434 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298$70.5K0.65%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,037 shares; 2024Q4: 1,899 shares; 2025Q1: 1,902 shares; 2025Q2: 1,492 shares; 2025Q3: 1,134 shares; 2025Q4: 945 shares; 2026Q1: 131 shares; 2026Q2: 93 shares 93$69.6K0.65%-38Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 580 shares; 2026Q1: 610 shares; 2026Q2: 1,141 shares 1,141$60.2K0.56%+531Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,188 shares; 2024Q4: 19,158 shares; 2025Q1: 19,143 shares; 2025Q2: 19,123 shares; 2025Q3: 19,123 shares; 2025Q4: 16,735 shares; 2026Q1: 4,800 shares; 2026Q2: 680 shares 680$59.8K0.55%-4,120Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,952 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 1,213 shares; 2026Q1: 1,213 shares; 2026Q2: 1,153 shares 1,153$54K0.5%-60Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 985 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600$47.7K0.44%0Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,900 shares; 2024Q4: 21,900 shares; 2025Q1: 21,900 shares; 2025Q2: 16,550 shares; 2025Q3: 15,900 shares; 2025Q4: 4,220 shares; 2026Q1: 2,420 shares; 2026Q2: 700 shares 700$32.3K0.3%-1,720Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,988 shares; 2024Q4: 3,621 shares; 2025Q1: 4,256 shares; 2025Q2: 3,640 shares; 2025Q3: 5,770 shares; 2025Q4: 1,330 shares; 2026Q1: 680 shares; 2026Q2: 380 shares 380$31.4K0.29%-300Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 1,569 shares; 2026Q2: 124 shares 124$12.2K0.11%-1,445Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 230 shares 230$11.1K0.1%-20Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 764 shares; 2026Q1: 304 shares; 2026Q2: 39 shares 39$9.48K0.09%-265Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,185 shares; 2025Q4: 1,099 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46$9.09K0.08%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,341 shares; 2025Q4: 1,246 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29$8.88K0.08%0Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,321 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 731 shares; 2026Q1: 198 shares; 2026Q2: 23 shares 23$8.41K0.08%-175Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,389 shares; 2024Q4: 5,678 shares; 2025Q1: 7,681 shares; 2025Q2: 6,698 shares; 2025Q3: 4,418 shares; 2025Q4: 1,397 shares; 2026Q1: 142 shares; 2026Q2: 72 shares 72$7.13K0.07%-70Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,577 shares; 2024Q4: 14,415 shares; 2025Q1: 15,005 shares; 2025Q2: 14,425 shares; 2025Q3: 13,015 shares; 2025Q4: 200 shares; 2026Q1: 73 shares; 2026Q2: 42 shares 42$3.69K0.03%-31Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 831 shares; 2026Q1: 831 shares; 2026Q2: 7 shares 7$419<0.01%-824Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VVVANGUARD INDEX FDS2,770$828Kshares
MGVVANGUARD WORLD FD4,247$616Kshares
VYMVANGUARD WHITEHALL FDS3,105$460Kshares
BNDVANGUARD BD INDEX FDS4,692$346Kshares
TLTISHARES TR940$81.5Kshares
MGCVANGUARD WORLD FD274$64.8Kshares
EFVISHARES TR665$49.4Kshares
EFGISHARES TR295$32.9Kshares
VGTVANGUARD WORLD FD39$27.2Kshares
SHYGISHARES TR635$26.9Kshares
EMXCISHARES INC340$26.7Kshares
IBMINTERNATIONAL BUSINESS MACHS58$14.1Kshares
KDKYNDRYL HLDGS INC10$131shares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001844454-26-000004 base2026-07-23acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001844454-26-000004 Quarter ended 2026-06-302026-07-23acceptance time not in the bulk data set
13F-HR 0001844454-26-000003 Quarter ended 2026-03-312026-05-07acceptance time not in the bulk data set
13F-HR 0001844454-26-000001 Quarter ended 2025-12-312026-02-02acceptance time not in the bulk data set
13F-HR 0001844454-25-000007 Quarter ended 2025-09-302025-10-20acceptance time not in the bulk data set
13F-HR 0001844454-25-000005 Quarter ended 2025-06-302025-07-25acceptance time not in the bulk data set
13F-HR 0001844454-25-000004 Quarter ended 2025-03-312025-05-09acceptance time not in the bulk data set
13F-HR 0001844454-25-000002 Quarter ended 2024-12-312025-02-12acceptance time not in the bulk data set
13F-HR 0001844454-24-000006 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001844454-24-000004 Quarter ended 2024-06-302024-08-09acceptance time not in the bulk data set
13F-HR 0001844454-24-000003 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001844454-24-000002 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0001844454-23-000005 Quarter ended 2023-09-302023-10-10acceptance time not in the bulk data set
13F-HR 0001844454-23-000004 Quarter ended 2023-06-302023-08-07acceptance time not in the bulk data set
13F-HR 0001844454-23-000003 Quarter ended 2023-03-312023-05-03acceptance time not in the bulk data set
13F-HR 0001844454-23-000002 Quarter ended 2022-12-312023-02-03acceptance time not in the bulk data set
13F-HR 0001844454-22-000006 Quarter ended 2022-09-302022-11-09acceptance time not in the bulk data set
13F-HR 0001844454-22-000005 Quarter ended 2022-06-302022-08-10acceptance time not in the bulk data set
13F-HR 0001844454-22-000004 Quarter ended 2022-03-312022-04-25acceptance time not in the bulk data set
13F-HR 0001844454-22-000002 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0001844454-21-000005 Quarter ended 2021-09-302021-11-10acceptance time not in the bulk data set
13F-HR 0001844454-21-000004 Quarter ended 2021-06-302021-08-02acceptance time not in the bulk data set
13F-HR 0001844454-21-000003 Quarter ended 2021-03-312021-05-12acceptance time not in the bulk data set
13F-HR 0001844454-21-000001 Quarter ended 2020-12-312021-02-11acceptance time not in the bulk data set