Wells Financial Advisors INC
CIK
1844454
Location
FRAMINGHAM, MA
Portfolio Value
Micro
$1,950,170
Diversification
Highly concentrated
Filing Date
Global Rank
#8,111
/ 8,232
▲ 106
Top Industry
Information Technology Services
100.0%
3Y Alpha vs SPY
+6.6%
Period ended 2 months ago
Filed May 7, 2026 · 38d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+107.0%
SPY
+76.3%
Annualised alpha
+6.6%
Max drawdown
−24.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
96.4%
+2.8 pts
Top 5
100.0%
+1.3 pts
Top 10
100.0%
0.0 pts
HHI
9,306
Highly concentrated+527
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 99.3% | $1,935,981 |
| Technology | 0.7% | $14,189 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
6 positions
4 positions ·
$1,950,170 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 4,370 | $1,880,367 | 96.42% | |
| GLDM |
World Gold Trust
|
Reduced | 600 | $55,614 | 2.85% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 58 | $14,058 | 0.72% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
Held | 10 | $131 | 0.01% |