Long-term investor
Wells Financial Advisors Inc. @wellsfinancialadvisorsin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844454).
Record
- Tracked since 2025-06-30 (434 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days +6.4% · 6 months +5.6% · 1 year +12.5% · all +12.5%
- Max drawdown -2.7% · Sharpe 0.79 · win rate 59% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYG · 13.2% · long · since 2025-06-30
- SPYV · 11.0% · long · since 2025-06-30
- QUAL · 9.5% · long · since 2025-06-30
- GLD · 7.6% · long · since 2025-06-30
- SUSC · 5.0% · long · since 2025-06-30
- VO · 4.3% · long · since 2025-06-30
- VUG · 4.2% · long · since 2025-06-30
- IQLT · 4.1% · long · since 2025-06-30
- VGIT · 3.9% · long · since 2025-06-30
- DYNF · 3.9% · long · since 2025-06-30
- ESML · 3.7% · long · since 2025-06-30
- VGSH · 3.3% · long · since 2025-06-30