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Vestwell Advisors

Latest statistics and disclosures from Vestwell Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002081474

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Positions held by Vestwell Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vestwell Advisors

Vestwell Advisors holds 49 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
iShares Tr iShares Core S&P 500 ETF (Principal) (IVV)	23.5	$66M	98k	669.30	View chart
iShares Tr iShares Core US Aggregate Bond ETF (Principal) (AGG)	14.6	$41M	408k	100.25	View chart
Schwab Strategic Tr Schwab US Large-Cap Growth ETF (Principal) (SCHG)	13.3	$37M	1.2M	31.91	View chart
Schwab Strategic Tr Schwab International Equity ETF (Principal) (SCHF)	12.9	$36M	1.6M	23.28	View chart
Vanguard Index FDS Vanguard Value ETF (Principal) (VTV)	9.8	$27M	147k	186.49	View chart
Vanguard Intl Equity Index F Vanguard FTSE Emerging Markets ETF (Principal) (VWO)	6.3	$18M	33k	541.80	View chart
Schwab Strategic Tr Schwab US Broad Market ETF (Principal) (SCHB)	4.0	$11M	436k	25.71	View chart
Vanguard Index FDS Vanguard Mid-Cap ETF (Principal) (VO)	3.6	$10M	34k	293.74	View chart
iShares TR iShares Core International Aggt Bd ETF (Principal) (IAGG)	2.5	$6.9M	134k	51.23	View chart
iShares Tr iShares Core S&P Small-Cap ETF (Principal) (IJR)	2.3	$6.6M	55k	118.83	View chart
Vanguard Intl Equity Index F Vanguard Total World Stock ETF (Principal) (VT)	1.8	$4.9M	358k	13.78	View chart
Schwab Strategic Tr Schwab US REIT ETF (Principal) (SCHH)	1.2	$3.4M	160k	21.57	View chart
Vanguard Index FDS Vanguard Small-Cap Growth ETF (Principal) (VBK)	0.7	$2.0M	6.8k	297.63	View chart
Vanguard Index FDS Vanguard Small-Cap Value ETF (Principal) (VBR)	0.5	$1.5M	7.2k	208.69	View chart
iShares TR iShares Broad USD High Yield Corp Bd ETF (Principal) (USHY)	0.4	$1.2M	31k	37.78	View chart
Schwab Strategic Tr Schwab Emerging Markets Equity ETF (Principal) (SCHE)	0.3	$797k	2.4k	333.72	View chart
Vanguard Malvern FDS Vanguard Short-Term Infl-Prot Secs ETF (Principal) (VTIP)	0.3	$720k	14k	50.63	View chart
SPDR Series Trust State Street SPDR S&P 600 Sm CpValETF (Principal) (SLYV)	0.3	$704k	7.9k	88.65	View chart
SPDR Series Trust State Street SPDR S&P 600 Sm Cp GrETF (Principal) (SLYG)	0.2	$676k	7.2k	94.31	View chart
iShares Tr iShares Core S&P Total US Stock Mkt ETF (Principal) (ITOT)	0.2	$591k	4.1k	145.65	View chart
Schwab Strategic Tr Schwab Short-Term US Treasury ETF (Principal) (SCHO)	0.2	$556k	23k	24.40	View chart
Vanguard Scottsdale FDS Vanguard Short-Term Treasury ETF (Principal) (VGSH)	0.2	$541k	9.2k	58.85	View chart
iShares Tr iShares Short Treasury Bond ETF (Principal) (SHV)	0.2	$532k	4.8k	110.48	View chart
Dimensional Fund Advisors Dimensional US Small Cap ETF (Principal) (DFAS)	0.2	$483k	705.00	684.41	View chart
Vanguard Vanguard Total Stock Market ETF (Principal) (VTI)	0.2	$463k	1.4k	328.21	View chart
Vanguard World Vanguard Information Technology ETF (Principal) (VGT)	0.1	$342k	458.00	745.80	View chart
Schwab Strategic Tr Schwab US Aggregate Bond ETF (Principal) (SCHZ)	0.0	$125k	5.3k	23.47	View chart
Avantis Investors Avantis US Small Cap Value ETF (Principal) (AVUV)	0.0	$116k	1.2k	99.47	View chart
iShares Tr iShares TIPS Bond ETF (Principal) (TIP)	0.0	$111k	998.00	111.14	View chart
iShares TR iShares MSCI USA Quality Factor ETF (Principal) (QUAL)	0.0	$80k	414.00	194.31	View chart
iShares TR iShares Russell Mid-Cap ETF (Principal) (IWR)	0.0	$68k	709.00	96.51	View chart
Avantis Investors Avantis International Small Cap Val ETF (Principal) (AVDV)	0.0	$66k	742.00	88.99	View chart
iShares iShares Russell Top 200 Growth ETF (Principal) (IWY)	0.0	$51k	185.00	273.95	View chart
iShares iShares US Technology ETF (Principal) (IYW)	0.0	$51k	258.00	196.14	View chart
Invesco Invesco NASDAQ 100 ETF (Principal) (QQQM)	0.0	$51k	205.00	246.60	View chart
Vanguard Vanguard S&P 500 ETF (Principal) (VOO)	0.0	$51k	83.00	608.94	View chart
iShares iShares Core MSCI Total Intl Stk ETF (Principal) (IXUS)	0.0	$29k	35.00	817.49	View chart
VanEck ETF Trust VanEck Fallen Angel HiYld Bd ETF (Principal) (ANGL)	0.0	$28k	945.00	29.73	View chart
SPDR SPDR Gold Shares (Principal) (GLD)	0.0	$27k	76.00	353.18	View chart
SPDR The Technology Select Sector SPDR ETF (Principal) (XLK)	0.0	$19k	66.00	282.67	View chart
SPDR The Comm Svcs Sel Sect SPDR ETF (Principal) (XLC)	0.0	$19k	156.00	118.76	View chart
Vanguard Intl Equity Index F Vanguard FTSE All-Wld ex-US SmCp ETF (Principal) (VSS)	0.0	$17k	122.00	142.57	View chart
Vanguard Vanguard FTSE Developed Markets ETF (Principal) (VEA)	0.0	$15k	2.5k	5.99	View chart
Schwab Schwab Intermediate-Term US Trs ETF (Principal) (SCHR)	0.0	$2.3k	93.00	25.23	View chart
SPDR State Street SPDR S/t Corp Bd ETF (Principal) (SPSB)	0.0	$2.3k	77.00	30.34	View chart
SPDR The Real Estate Select Sector SPDR (Principal) (XLRE)	0.0	$1.5k	40.00	37.88	View chart
Vanguard Index FDS Vanguard Large-Cap ETF (Principal) (VV)	0.0	$0	0	0.00	View chart
iShares TR iShares Aaa - A Rated Corporate Bond ETF (Principal) (QLTA)	0.0	$0	0	0.00	View chart
iShares TR iShares ESG U.S. Aggregate Bond ETF (Principal) (EAGG)	0.0	$0	0	0.00	View chart

Past Filings by Vestwell Advisors

SEC 13F filings are viewable for Vestwell Advisors going back to 2025

Vestwell Advisors 2025 Q3 filed Dec. 5, 2025

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