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Vestwell Advisors, LLC

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    31

  • Value ($000)

    $365,121

  • Date Filed
    05/18/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

iShares Tr

ISHARES CORE S&P 500 ETF
464287200
$219.02M
60 %

335,295

S
SCHG

Schwab Strategic Tr

SCHWAB US LARGE-CAP GROWTH ETF
808524300
$42.74M
12 %

1,467,221

I
IJH

iShares Tr

ISHARES CORE S&P MID-CAP ETF
464287507
$29.51M
8 %

436,949

I
IJR

iShares Tr

ISHARES CORE S&P SMALL-CAP ETF
464287804
$12.51M
3 %

100,595

S
SCHB

Schwab Strategic Tr

SCHWAB US BROAD MARKET ETF
808524102
$10.65M
3 %

424,244

V
VTV

Vanguard Index FDS

VANGUARD VALUE ETF
922908744
$9.8M
3 %

49,935

I
IAGG

iShares Tr

ISHARES CORE INTERNATIONAL AGGT BD ETF
46435G672
$9.26M
3 %

185,085

S
SCHF

Schwab Strategic Tr

SCHWAB INTERNATIONAL EQUITY ETF
808524805
$8.15M
2 %

329,472

V
VT

Vanguard Intl Equity Index F

VANGUARD TOTAL WORLD STOCK ETF
922042742
$8.14M
2 %

58,880

A
AGG

iShares Tr

ISHARES CORE US AGGREGATE BOND ETF
464287226
$3.93M
1 %

39,637

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