Vestwell Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q3 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
Q3 2025
49
280,336
IVV, AGG, SCHG, SCHF
13F-HR
12/5/2025
000208147425000003
Q2 2025
33
221,560
IVV, SCHF, AGG, SCHG
13F-HR
9/29/2025
000208147425000001