Vestwell Advisors, LLC

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    49

  • Value ($000)

    $280,337

  • Date Filed
    12/05/2025
  • Form type
    13F-HR
  • CIK
    0002081474
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

iShares Tr

ISHARES CORE S&P 500 ETF
464287200
$65.84M
24 %

98,366

A
AGG

iShares Tr

ISHARES CORE US AGGREGATE BOND ETF
464287226
$40.93M
15 %

408,301

S
SCHG

Schwab Strategic Tr

SCHWAB US LARGE-CAP GROWTH ETF
808524300
$37.29M
13 %

1,168,550

S
SCHF

Schwab Strategic Tr

SCHWAB INTERNATIONAL EQUITY ETF
808524805
$36.18M
13 %

1,553,932

V
VTV

Vanguard Index FDS

VANGUARD VALUE ETF
922908744
$27.42M
10 %

147,056

V
VWO

Vanguard Intl Equity Index F

VANGUARD FTSE EMERGING MARKETS ETF
922042858
$17.65M
6 %

32,583

S
SCHB

Schwab Strategic Tr

SCHWAB US BROAD MARKET ETF
808524102
$11.21M
4 %

436,091

V
VO

Vanguard Index FDS

VANGUARD MID-CAP ETF
922908629
$9.95M
4 %

33,886

I
IAGG

iShares TR

ISHARES CORE INTERNATIONAL AGGT BD ETF
46435G672
$6.88M
3 %

134,317

I
IJR

iShares Tr

ISHARES CORE S&P SMALL-CAP ETF
464287804
$6.56M
2 %

55,184

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