Chief Investment Officer

0001085146-23-003690.txt : 20231011 0001085146-23-003690.hdr.sgml : 20231011 20231010213047 ACCESSION NUMBER: 0001085146-23-003690 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231011 DATE AS OF CHANGE: 20231010 EFFECTIVENESS DATE: 20231011 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wade Financial Advisory, Inc CENTRAL INDEX KEY: 0001802670 IRS NUMBER: 770297228 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19856 FILM NUMBER: 231319307 BUSINESS ADDRESS: STREET 1: 2105 SOUTH BASCOM AVE STREET 2: SUITE 110 CITY: CAMPBELL STATE: CA ZIP: 95008 BUSINESS PHONE: 4083697399 MAIL ADDRESS: STREET 1: 2105 SOUTH BASCOM AVE STREET 2: SUITE 110 CITY: CAMPBELL STATE: CA ZIP: 95008 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001802670 XXXXXXXX 09-30-2023 09-30-2023 false Wade Financial Advisory, Inc

2105 SOUTH BASCOM AVE SUITE 110 CAMPBELL CA 95008

13F HOLDINGS REPORT 028-19856 000108627 N Neelesh Champaneri Chief Investment Officer 408-369-7399 /s/Neelesh Champaneri Campbell CA 10-10-2023 0 70 233534207 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 BBG001S5NCQ5 1155433 2266 SH SOLE 0 0 2266 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 472812 4598 SH SOLE 0 0 4598 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 463329 3542 SH SOLE 0 0 3542 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 627606 4760 SH SOLE 0 0 4760 AMAZON COM INC COM 023135106 BBG001S5PQL7 700813 5513 SH SOLE 0 0 5513 APPLE INC COM 037833100 BBG001S5N8V8 3389944 19803 SH SOLE 0 0 19803 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 808548 5840 SH SOLE 0 0 5840 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 245005 1453 SH SOLE 0 0 1453 CISCO SYS INC COM 17275R102 BBG001S6HC62 538644 10019 SH SOLE 0 0 10019 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 2314127 44087 SH SOLE 0 0 44087 GEN DIGITAL INC COM 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