Vestwell Advisors, LLC
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
33
- Value ($000)
$221,561
- Date Filed09/29/2025
- Form type13F-HR
- CIK0002081474
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV iShares Tr | CORE S&P500 ETF | 464287200 | $41.18 M | 19 % | 66,317 | ||
SCHF Schwab Strategic Tr | INTL EQTY ETF | 808524805 | $37.99 M | 17 % | 1,718,806 | ||
AGG iShares Tr | CORE US AGGBD ET | 464287226 | $35.37 M | 16 % | 356,572 | ||
SCHG Schwab Strategic Tr | US LCAP GR ETF | 808524300 | $34.09 M | 15 % | 1,166,941 | ||
VWO Vanguard Intl Equity Index F | FTSE EMR MKT ETF | 922042858 | $16.55 M | 8 % | 334,625 | ||
VO Vanguard Index FDS | MID CAP ETF | 922908629 | $12.97 M | 6 % | 46,362 | ||
SCHB Schwab Strategic Tr | US BRD MKT ETF | 808524102 | $10.69 M | 5 % | 448,494 | ||
IJR iShares Tr | CORE S&P SCP ETF | 464287804 | $9.61 M | 4 % | 87,946 | ||
IAGG iShares TR | CORE INTL AGGR | 46435G672 | $4.49 M | 2 % | 87,856 | ||
VT Vanguard Intl Equity Index F | TT WRLD ST ETF | 922042742 | $4.00 M | 2 % | 31,147 |
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