Vestwell Advisors, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location new york, NYCIK 0002081474All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
31 | $365.12M | IVV, SCHG, IJH, IJR | 13F-HR | May 18, 2026 | 000208147426000007 | ||
33 | $676.97M | IVV, FSPSX, FXNAX, Lincoln | 13F-HR | Feb 13, 2026 | 000208147426000003 | ||
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 |