Vestwell Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q2 2025
Location
New York, NY
CIK
0002081474
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2025 33 221,560 IVV, SCHF, AGG, SCHG 13F-HR 9/29/2025 000208147425000001