Vestwell Advisors, LLC
CIK 0002081474 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$417.8M
2026 Q2
Positions
26
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
96.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
iShares Tr
60.0%
SCHG
Schwab Strategic Tr
10.8%
IJH
iShares Tr
7.9%
IJR
iShares Tr
3.4%
SCHB
Schwab Strategic Tr
3.1%
VTV
Vanguard Index FDS
2.7%
VT
Vanguard Intl Equity Index F
2.3%
SCHF
Schwab Strategic Tr
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.