Vestwell Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed September 29, 2025), Vestwell Advisors, LLC reported 0 stock positions worth $0.
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002081474
- Portfolio Value
- $0 (Q2 2025)
- SEC Filing
- 0002081474-25-000001 ↗ filed Sep 29, 2025
Holdings Value
Holdings 0 stocks · $0
| None this quarter. | ||||
Other holdings (30): bonds, preferreds, convertibles and warrants · $221.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | CORE S&P500 ETF · principal | 66,317 | $41.2M | — |
| SCHF Schwab Intl Equity ETF | INTL EQTY ETF · principal | 1,718,806 | $38.0M | — |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | 356,572 | $35.4M | — |
| SCHG Schwab US Large-Cap Growth | US LCAP GR ETF · principal | 1,166,941 | $34.1M | — |
| VWO Vanguard Ftse Emerging Marke | FTSE EMR MKT ETF · principal | 334,625 | $16.6M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | MID CAP ETF · principal | 46,362 | $13.0M | — |
| SCHB Schwab US Broad Market ETF | US BRD MKT ETF · principal | 448,494 | $10.7M | — |
| IJR iShares Core S&P Small-Cap E | CORE S&P SCP ETF · principal | 87,946 | $9.6M | — |
| IAGG iShares Intl Aggregate Bond | CORE INTL AGGR · principal | 87,856 | $4.5M | — |
| VT Vanguard Tot World STK ETF | TT WRLD ST ETF · principal | 31,147 | $4.0M | — |
| SCHH Schwab US REIT ETF | US REIT ETF · principal | 183,611 | $3.9M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | VALUE ETF · principal | 124,604 | $2.2M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | SML CP GRW ETF · principal | 6,086 | $1.7M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | SM CP VAL ETF · principal | 6,678 | $1.3M | — |
| USHY iShares Broad Usd High Yield | BROAD USD HIGH · principal | 25,939 | $973K | — |
| SCHO Schwab Short-Term US Treas | SHT TM US TRES · principal | 28,891 | $704K | — |
| VGSH Vanguard Short-Term Treasury | SHORT TERM TREAS · principal | 11,618 | $683K | — |
| SHV iShares 0-1 Year Treasury Bo | TRUST ISHARE 0-1 · principal | 6,132 | $677K | — |
| SLYG SS SPDR S&P 600 SC GR ETF | ST STR SP600GRWO · principal | 7,123 | $632K | — |
| ITOT iShares Core S&P Total U.S. | CORE S&P TTL STK · principal | 4,093 | $553K | — |
| VTIP Vanguard Short-Term Tips | STRM INFPROIDX · principal | 10,871 | $547K | — |
| VGT Vanguard Info Tech ETF | INF TECH ETF · principal | 639 | $424K | — |
| QUAL iShares MSCI USA Quality Fac | MSCI USA QLT FCT · principal | 810 | $148K | — |
| SCHZ Schwab US Aggregate Bond ETF | US AGGREGATE B · principal | 4,512 | $105K | — |
| TIP iShares Tips Bond ETF | TIPS BD ETF · principal | 513 | $56K | — |
| ANGL Vaneck Fallen Angel High YLD | FALLEN ANGEL HG · principal | 812 | $24K | — |
| VSS Vanguard Ftse All Wo X-US SC | FTSE SMCAP ETF · principal | 120 | $16K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | EMRG MKTEQ ETF · principal | 289 | $9K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | ST STR SP600SM C · principal | 305 | $305 | — |
| EMHY iShares J.P. Morgan Em High | JP MRGN EM HI BD · principal | 5 | $19 | — |
Total filed on the 13F, all lines: $221.6M.
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.