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Wells Financial Advisors INC

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13F filer, CIK 1844454, FRAMINGHAM, MA

Wells Financial Advisors INC reported $21,982,778 across 54 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 61.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001844454-26-000003

Period
2026-03-31
Reported value
$22M
Holdings
54
Top 10 weight
61.61%
New
1
Sold out
19

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IEMGadded+4,108$287K
VYMIadded+1,509$142K
SUSCadded+700$16.2K
BNDXnew+250$12K
BAIadded+30$988

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
MGKreduced-11,935-$4.39M
VYMreduced-19,487-$2.89M
USMVreduced-28,063-$2.6M
VUGreduced-5,733-$2.5M
GLDreduced-5,523-$2.38M

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, Q1 2026

Share positions as resolved from 13F-HR 0001844454-26-000003, largest first. % of portfolio is the value over $21,982,778, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,398$2.79M12.71%-5,733Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,370$1.88M8.55%-5,523Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,800$1.76M8.02%-11,935Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,148$1.37M6.24%-4,963Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,965$1.17M5.33%-9,901Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 19,525$1.1M5.03%-9,530Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,988$979K4.45%-1,727Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,502$881K4.01%-28,063Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,481 shares; 2024Q4: 13,432 shares; 2025Q1: 13,387 shares; 2025Q2: 11,344 shares; 2025Q3: 10,745 shares; 2025Q4: 5,055 shares; 2026Q1: 2,770 shares 2,770$828K3.77%-2,285Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,930$770K3.5%-6,640Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,513$722K3.28%-4,202Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,965 shares; 2024Q4: 22,965 shares; 2025Q1: 22,965 shares; 2025Q2: 22,965 shares; 2025Q3: 22,965 shares; 2025Q4: 18,723 shares; 2026Q1: 4,247 shares 4,247$616K2.8%-14,476Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,120$570K2.59%-6,561Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 23,045$533K2.43%+700Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,125$531K2.42%-2,880Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,828$479K2.18%-5,311Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,341 shares; 2024Q4: 27,355 shares; 2025Q1: 27,224 shares; 2025Q2: 26,892 shares; 2025Q3: 26,792 shares; 2025Q4: 22,592 shares; 2026Q1: 3,105 shares 3,105$460K2.09%-19,487Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,810$457K2.08%-1,930Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,326$431K1.96%-1,475Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,202 shares; 2024Q4: 24,104 shares; 2025Q1: 26,254 shares; 2025Q2: 21,786 shares; 2025Q3: 21,196 shares; 2025Q4: 12,171 shares; 2026Q1: 4,692 shares 4,692$346K1.57%-7,479Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,085$333K1.52%0Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,319$328K1.49%-7,260Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 12,781 shares; 2025Q4: 9,271 shares; 2026Q1: 3,026 shares 3,026$305K1.39%-6,245Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,880$293K1.33%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 675 shares; 2025Q3: 705 shares; 2025Q4: 20 shares; 2026Q1: 4,128 shares 4,128$288K1.31%+4,108Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,660$267K1.22%0Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 1,569 shares 1,569$148K0.67%+1,509Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,670$133K0.6%0Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 625$113K0.52%0Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,420$112K0.51%-1,800Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 131$85.6K0.39%-814Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 3,520 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares; 2026Q1: 940 shares 940$81.5K0.37%-412Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 335 shares 335$80.4K0.37%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 304$66K0.3%-460Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274$64.8K0.29%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 298$64.1K0.29%-2,136Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 198$59.8K0.27%-533Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 831 shares; 2026Q1: 831 shares 831$58.9K0.27%0Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,213$57K0.26%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 680$56.3K0.26%-650Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 985 shares; 2026Q1: 600 shares 600$55.6K0.25%-385Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 465 shares; 2025Q1: 965 shares; 2025Q2: 2,520 shares; 2025Q3: 2,585 shares; 2025Q4: 2,055 shares; 2026Q1: 665 shares 665$49.4K0.22%-1,390Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 545 shares; 2025Q1: 595 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,115 shares; 2026Q1: 295 shares 295$32.9K0.15%-820Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39 shares; 2026Q1: 39 shares 39$27.2K0.12%0Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares; 2026Q1: 635 shares 635$26.9K0.12%-1,500Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,340 shares; 2026Q1: 340 shares 340$26.7K0.12%-1,000Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 580 shares; 2026Q1: 610 shares 610$20.1K0.09%+30Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 142$14.1K0.06%-1,255Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58$14.1K0.06%0Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250$12K0.05%newTimeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 46$8.48K0.04%-1,053Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 29$7.46K0.03%-1,217Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 73$5.59K0.03%-127Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$131<0.01%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
IJHISHARES TR4,960$327Kshares
VOOVANGUARD INDEX FDS400$251Kshares
CWBSPDR SERIES TRUST2,570$229Kshares
IJRISHARES TR1,898$228Kshares
EFIVSPDR SERIES TRUST2,610$173Kshares
EQINCOLUMBIA ETF TR I1,410$67Kshares
MSFTMICROSOFT CORP133$64.3Kshares
ESGVVANGUARD WORLD FD400$48.4Kshares
SLVISHARES SILVER TR600$38.7Kshares
VSGXVANGUARD WORLD FD500$35.8Kshares
XJHISHARES TR800$35.7Kshares
AVGOBROADCOM INC70$24.2Kshares
HYDBISHARES TR380$18Kshares
ICVTISHARES TR175$17.2Kshares
WMTWALMART INC119$13.3Kshares
RBLXROBLOX CORP150$12.2Kshares
HDHOME DEPOT INC34$11.7Kshares
VIGIVANGUARD WHITEHALL FDS60$5.49Kshares
OEFISHARES TR8$2.74Kshares

How Q1 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 0001844454-26-000003 base2026-05-07acceptance time not in the bulk data set