Vestwell Advisors, LLC

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    33

  • Value ($000)

    $221,561

  • Date Filed
    09/29/2025
  • Form type
    13F-HR
  • CIK
    0002081474
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

iShares Tr

CORE S&P500 ETF
464287200
$41.18M
19 %

66,317

S
SCHF

Schwab Strategic Tr

INTL EQTY ETF
808524805
$37.99M
17 %

1,718,806

A
AGG

iShares Tr

CORE US AGGBD ET
464287226
$35.37M
16 %

356,572

S
SCHG

Schwab Strategic Tr

US LCAP GR ETF
808524300
$34.09M
15 %

1,166,941

V
VWO

Vanguard Intl Equity Index F

FTSE EMR MKT ETF
922042858
$16.55M
8 %

334,625

V
VO

Vanguard Index FDS

MID CAP ETF
922908629
$12.97M
6 %

46,362

S
SCHB

Schwab Strategic Tr

US BRD MKT ETF
808524102
$10.69M
5 %

448,494

I
IJR

iShares Tr

CORE S&P SCP ETF
464287804
$9.61M
4 %

87,946

I
IAGG

iShares TR

CORE INTL AGGR
46435G672
$4.49M
2 %

87,856

V
VT

Vanguard Intl Equity Index F

TT WRLD ST ETF
922042742
$4.00M
2 %

31,147

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