Wade Financial Advisory, Inc 13F Holdings · last filed Q1 2025
Wade Financial Advisory, Inc reported 76 securities worth $291.92M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: VTI (20.59%), VV (8.60%), VEA (7.29%). Among its top 25 positions this quarter: 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $60.1M | 20.59% | 218,644 | Added |
| 2 | VV | VANGUARD INDEX FDS | $25.1M | 8.60% | 97,688 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $21.3M | 7.29% | 418,759 | Added |
| 4 | QUAL | ISHARES TR | $19.3M | 6.60% | 112,716 | Trimmed |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $16.8M | 5.77% | 283,598 | Added |
| 6 | LRGF | ISHARES TR | $14.9M | 5.10% | 257,225 | Added |
| 7 | ITOT | ISHARES TR | $11.3M | 3.87% | 92,625 | Added |
| 8 | IQLT | ISHARES TR | $10.2M | 3.48% | 255,861 | Added |
| 9 | INTF | ISHARES TR | $9.8M | 3.37% | 318,745 | Added |
| 10 | IEFA | ISHARES TR | $7.5M | 2.55% | 98,489 | Added |
| 11 | EEMV | ISHARES INC | $6.9M | 2.38% | 119,049 | Added |
| 12 | VEU | VANGUARD INTL EQUITY INDEX F | $6.0M | 2.05% | 98,700 | Trimmed |
| 13 | SCHB | SCHWAB STRATEGIC TR | $5.4M | 1.85% | 250,830 | Trimmed |
| 14 | EMGF | ISHARES INC | $5.3M | 1.81% | 113,068 | Added |
| 15 | SCHF | SCHWAB STRATEGIC TR | $5.0M | 1.73% | 254,798 | Trimmed |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $4.4M | 1.51% | 22,754 | Trimmed |
| 17 | VIGI | VANGUARD WHITEHALL FDS | $4.4M | 1.51% | 53,213 | Trimmed |
| 18 | SMLF | ISHARES TR | $3.6M | 1.22% | 57,191 | Trimmed |
| 19 | AAPL | APPLE INC | $3.5M | 1.19% | 15,580 | Trimmed |
| 20 | FNDC | SCHWAB STRATEGIC TR | $3.4M | 1.15% | 92,854 | Added |
| 21 | SMMV | ISHARES TR | $2.8M | 0.95% | 67,215 | Trimmed |
| 22 | VB | VANGUARD INDEX FDS | $2.5M | 0.87% | 11,456 | Trimmed |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $2.5M | 0.86% | 42,167 | Trimmed |
| 24 | SPDW | SPDR INDEX SHS FDS | $2.1M | 0.74% | 59,015 | Added |
| 25 | EFA | ISHARES TR | $2.1M | 0.73% | 26,071 | Hold |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR