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Showing Q1 2025 data
Wade Financial Advisory, Inc's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Wade Financial Advisory, Inc
•CIK: 1802670•Filing: Q1 2025
Wade Financial Advisory, Inc manages $292M across a diversified portfolio of 76 positions. The strategy shows significant allocation to broad market exposure, led by VTI at $60.1M. Notable holdings include substantial positions in VV ($25.1M) and VEA ($21.3M), indicating a focus on core U.S. and international equity exposure. The remaining top holdings, such as QUAL ($19.3M) and VGIT ($16.8M), suggest tactical tilts across quality factors and fixed income segments.
Total AUM
$291.9M
QoQ Performance
-1.1%
Positions
35
Top 10 Concentration
67.2%
Latest Filing
Q1 2025
Top Holdings Allocation
VTI
VV
VEA
QUAL
VGIT
LRGF
VTI20.6%
VV8.6%
VEA7.3%
QUAL6.6%
VGIT5.8%
LRGF5.1%
ITOT3.9%
IQLT3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.6%
Technology2.5%
ETF1.1%
Industrial0.4%
Consumer0.3%
Financial0.1%
Healthcare0.1%
🚪 Exited Positionssold since Q4 2024
Changes from Q4 2024
NEW1 new position
↑25 increased
↓33 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023