Wade Financial Advisory, Inc Top Holdings and 13F Report (2025) About Wade Financial Advisory, IncInvestment ActivityWade Financial Advisory, Inc has $295.21 million in total holdings as of December 31, 2024.Wade Financial Advisory, Inc owns shares of 80 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 5.54% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Wade Financial Advisory, Inc has purchased 81 new stocks and bought additional shares in 26 stocks.Wade Financial Advisory, Inc sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $63,201,535Vanguard Large-Cap ETF $26,611,785iShares MSCI USA Quality Factor ETF $20,822,969Vanguard FTSE Developed Markets ETF $19,568,835Vanguard Intermediate-Term Treasury Index ETF $16,288,274 Largest New Holdings this Quarter Schwab US Dividend Equity ETF $336,938 HoldingSPDR Dow Jones Industrial Average ETF Trust $240,408 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 175,889 shares (about $3.99M)Schwab International Equity ETF 133,096 shares (about $2.46M)Vanguard Intermediate-Term Treasury Index ETF 25,025 shares (about $1.45M)Vanguard FTSE Developed Markets ETF 26,152 shares (about $1.25M)Schwab US Large-Cap ETF 38,680 shares (about $896.60K) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 2,019 shares (about $359.54K)iShares Core S&P Total U.S. Stock Market ETF 1,683 shares (about $216.47K)Vanguard Total International Stock ETF 3,086 shares (about $181.86K)Alphabet 879 shares (about $167.40K)Vanguard Small-Cap ETF 636 shares (about $152.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWade Financial Advisory, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$63,201,535$424,282 ▲0.7%218,07921.4%ETFVVVanguard Large-Cap ETF$26,611,785$60,682 ▼-0.2%98,6729.0%ETFQUALiShares MSCI USA Quality Factor ETF$20,822,969$359,545 ▼-1.7%116,9307.1%ETFVEAVanguard FTSE Developed Markets ETF$19,568,835$1,250,588 ▲6.8%409,2196.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$16,288,274$1,451,452 ▲9.8%280,8325.5%ETFLRGFiShares U.S. Equity Factor ETF$14,430,347$487,930 ▲3.5%239,1114.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$10,984,265$216,467 ▼-1.9%85,4013.7%ETFIQLTiShares MSCI Intl Quality Factor ETF$9,420,978$345,067 ▲3.8%253,7983.2%ETFINTFiShares International Equity Factor ETF$8,364,913$842,594 ▲11.2%291,2552.8%ETFIEFAiShares Core MSCI EAFE ETF$6,910,492$291,592 ▲4.4%98,3282.3%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$6,823,829$293,312 ▲4.5%117,6732.3%ETFVEUVanguard FTSE All-World ex-US ETF$6,014,491$21,758 ▼-0.4%104,7642.0%ETFSCHBSchwab US Broad Market ETF$5,998,650$3,992,676 ▲199.0%264,2582.0%ETFSCHFSchwab International Equity ETF$4,849,286$2,462,272 ▲103.2%262,1241.6%ETFEMGFiShares Emerging Markets Equity Factor ETF$4,804,240$335,449 ▲7.5%106,2251.6%ETFVIGVanguard Dividend Appreciation ETF$4,802,892$134,730 ▼-2.7%24,5261.6%ETFVIGIVanguard International Dividend Appreciation ETF$4,353,856$49,194 ▼-1.1%54,4301.5%ETFAAPLApple$4,077,497$52,337 ▼-1.3%16,2831.4%Computer and TechnologySMLFiShares U.S. Small Cap Equity Factor ETF$3,938,733$16,942 ▲0.4%58,3521.3%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$3,159,699$168,037 ▲5.6%92,5511.1%ETFVBVanguard Small-Cap ETF$2,942,163$152,815 ▼-4.9%12,2451.0%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$2,872,632$114,968 ▼-3.8%69,2871.0%ETFDFASDimensional U.S. Small Cap ETF$2,746,5710.0%42,2030.9%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,187,993$143 ▲0.0%30,6310.7%ETFVWOVanguard FTSE Emerging Markets ETF$2,060,5890.0%46,7890.7%ETFEFAiShares MSCI EAFE ETF$1,971,2350.0%26,0710.7%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$1,969,976$54,949 ▼-2.7%57,7200.7%ETFQQQInvesco QQQ$1,525,5100.0%2,9840.5%FinancePDNInvesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF$1,508,685$24,822 ▲1.7%47,7130.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,480,437$8,930 ▼-0.6%28,3500.5%ETFMSFTMicrosoft$1,456,0880.0%3,4550.5%Computer and TechnologyDMXFiShares ESG Advanced MSCI EAFE ETF$1,319,848$33,925 ▼-2.5%20,4250.4%ManufacturingSPYSPDR S&P 500 ETF Trust$1,295,758$451,259 ▲53.4%2,2110.4%FinanceFNDESchwab Fundamental Emerging Markets Large Company Index ETF$1,266,402$33,814 ▼-2.6%43,5940.4%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$1,213,932$809,288 ▲200.0%51,2640.4%ETFSCHXSchwab US Large-Cap ETF$1,168,411$896,602 ▲329.9%50,4060.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$1,157,236$7,871 ▲0.7%34,8460.4%ETFAMZNAmazon.com$1,094,3170.0%4,9880.4%Retail/WholesaleFNDBSchwab Fundamental U.S. Broad Market Index ETF$1,073,635$715,757 ▲200.0%46,1580.4%ETFIWMiShares Russell 2000 ETF$1,015,9820.0%4,5980.3%FinanceIVViShares Core S&P 500 ETF$913,6400.0%1,5520.3%ETFVOOVanguard S&P 500 ETF$906,8170.0%1,6830.3%ETFAMATApplied Materials$870,0710.0%5,3500.3%Computer and TechnologyIWViShares Russell 3000 ETF$778,8030.0%2,3300.3%ETFLMTLockheed Martin$724,537$38,875 ▼-5.1%1,4910.2%AerospaceGOOGAlphabet$685,774$167,397 ▼-19.6%3,6010.2%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$656,524$75,450 ▲13.0%7,5180.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$612,810$116,993 ▼-16.0%12,3250.2%ManufacturingCSCOCisco Systems$547,9550.0%9,2560.2%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$541,044$18,937 ▼-3.4%4,2000.2%ManufacturingORCLOracle$539,580$21,663 ▼-3.9%3,2380.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$463,6240.0%11,0860.2%FinanceAMDAdvanced Micro Devices$436,293$23,554 ▼-5.1%3,6120.1%Computer and TechnologyGENGenesis Healthcare$434,0550.0%15,8530.1%Business ServicesSCHESchwab Emerging Markets Equity ETF$432,977$73,765 ▲20.5%16,2590.1%ETFGOOGLAlphabet$431,983$140,271 ▼-24.5%2,2820.1%Computer and TechnologyFNDASchwab Fundamental U.S. Small Company Index ETF$415,444$207,722 ▲100.0%13,9880.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$364,461$2,616 ▲0.7%3,7610.1%FinanceESGDiShares ESG Aware MSCI EAFE ETF$340,346$54,745 ▲19.2%4,4700.1%ManufacturingSCHDSchwab US Dividend Equity ETF$336,938$336,938 ▲New Holding12,3330.1%ETFGEGeneral Electric$328,243$83,562 ▼-20.3%1,9680.1%TransportationEMXFiShares ESG Advanced MSCI EM ETF$322,252$2,423 ▼-0.7%8,6460.1%ETFADBEAdobe$317,9460.0%7150.1%Computer and TechnologyRPGInvesco S&P 500 Pure Growth ETF$296,6130.0%7,1890.1%ETFIWBiShares Russell 1000 ETF$296,3870.0%9200.1%ETFIJRiShares Core S&P Small-Cap ETF$260,8580.0%2,2640.1%ETFIBMInternational Business Machines$260,718$6,595 ▼-2.5%1,1860.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$258,885$1,177 ▼-0.5%6,1570.1%ETFJPMJPMorgan Chase & Co.$250,2570.0%1,0440.1%FinanceVXUSVanguard Total International Stock ETF$247,093$181,858 ▼-42.4%4,1930.1%ETFJNJJohnson & Johnson$245,999$23,139 ▼-8.6%1,7010.1%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$240,408$240,408 ▲New Holding5650.1%FinanceIJHiShares Core S&P Mid-Cap ETF$238,9590.0%3,8350.1%ETFPXHInvesco FTSE RAFI Emerging Markets ETF$225,9560.0%11,0330.1%ETFCVXChevron$210,4530.0%1,4530.1%Oils/EnergyPEPPepsiCo$208,930$15,206 ▼-6.8%1,3740.1%Consumer StaplesSCHRSchwab Intermediate-Term U.S. Treasury ETF$204,910$102,455 ▲100.0%8,4360.1%ETFMRKMerck & Co., Inc.$203,9660.0%2,0500.1%MedicalINTUIntuit$202,377$15,713 ▼-7.2%3220.1%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$200,8420.0%2,3870.1%ETFUNHUnitedHealth Group$0$253,166 ▼-100.0%00.0%MedicalHPQHP$0$251,556 ▼-100.0%00.0%Computer and TechnologyIYHiShares U.S. Healthcare ETF$0$209,625 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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