Wade Financial Advisory, Inc
CIK: 0001802670SEC EDGAR →
Portfolio Value
$291.9B
Holdings
76
As of
Q1 2025
New Positions
76
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 218,644 | $60.1B | 20.59% |
| 2 | VANGUARD INDEX FDS | 97,688 | $25.1B | 8.60% |
| 3 | VANGUARD TAX-MANAGED FDS | 418,759 | $21.3B | 7.29% |
| 4 | ISHARES TR | 112,716 | $19.3B | 6.60% |
| 5 | VANGUARD SCOTTSDALE FDS | 283,598 | $16.8B | 5.77% |
| 6 | ISHARES TR | 257,225 | $14.9B | 5.10% |
| 7 | ISHARES TR | 92,625 | $11.3B | 3.87% |
| 8 | ISHARES TR | 255,861 | $10.2B | 3.48% |
| 9 | ISHARES TR | 318,745 | $9.8B | 3.37% |
| 10 | ISHARES TR | 98,489 | $7.5B | 2.55% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $272.0B | 93.2% |
| Unknown | 2 | $8.8B | 3.0% |
| Technology | 9 | $7.8B | 2.7% |
| Industrials | 2 | $1.0B | 0.4% |
| Consumer Cyclical | 1 | $947.9M | 0.3% |
| Communication Services | 2 | $841.8M | 0.3% |
| Healthcare | 1 | $246.9M | 0.1% |
| Energy | 1 | $235.2M | 0.1% |