—

Vestwell Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    new york, NY
  • CIK
    0002081474
  • All SEC filings
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

49

$280.34M
IVV, AGG, SCHG, SCHF
13F-HR
Dec 5, 2025
000208147425000003

33

$221.56M
IVV, SCHF, AGG, SCHG
13F-HR
Sep 29, 2025
000208147425000001
Vestwell Advisors, Llc 13F Filings