StockDriftsStockDriftsTop 50 Wade Financial Advisory, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 20.59% | 218.6K | $60.1M | +0.26%(+565) | — | 2025-03-31 | |
| VV | VANGUARD INDEX FDS | 8.6% | 97.7K | $25.1M | -1.00%(-984) | — | 2025-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.29% | 418.8K | $21.3M | +2.33%(+9.54K) | — | 2025-03-31 | |
| QUAL | ISHARES TR | 6.6% | 112.7K | $19.3M | -3.60%(-4.21K) | — | 2025-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.77% | 283.6K | $16.8M | +0.98%(+2.77K) | — | 2025-03-31 | |
| LRGF | ISHARES TR | 5.1% | 257.2K | $14.9M | +7.58%(+18.11K) | — | 2025-03-31 | |
| ITOT | ISHARES TR | 3.87% | 92.6K | $11.3M | +8.46%(+7.22K) | — | 2025-03-31 | |
| IQLT | ISHARES TR | 3.48% | 255.9K | $10.2M | +0.81%(+2.06K) | — | 2025-03-31 | |
| INTF | ISHARES TR | 3.37% | 318.7K | $9.8M | +9.44%(+27.49K) | — | 2025-03-31 | |
| IEFA | ISHARES TR | 2.55% | 98.5K | $7.5M | +0.16%(+161) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wade Financial Advisory, Inc reports $291.92M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are VTI (20.6%), VV (8.6%) and VEA (7.3%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wade Financial Advisory, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802670). View Wade Financial Advisory, Inc’s 13F filings on SEC