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Vestwell Advisors, LLC

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    33

  • Value ($000)

    $676,971

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

iShares Tr

ISHARES CORE S&P 500 ETF
464287200
$201.66M
30 %

294,414

F
FSPSX

Fidelity

FIDELITY INTERNATIONAL INDEX
315911727
$88.2M
13 %

1,450,576

F
FXNAX

Fidelity

FIDELITY U.S. BOND INDEX
316146356
$67.86M
10 %

6,426,357

---

Lincoln

LINCOLN STABLE VALUE ACCOUNT -Z953X
53422Q259
$53.9M
8 %

38,757,598

F
FPADX

Fidelity

FIDELITY EMERGING MARKETS IDX
316146331
$41.52M
6 %

3,035,396

S
SCHG

Schwab Strategic Tr

SCHWAB US LARGE-CAP GROWTH ETF
808524300
$40.71M
6 %

1,247,892

I
IJH

iShares Tr

ISHARES CORE S&P MID-CAP ETF
464287507
$26.29M
4 %

398,371

---

Putnam

PUTNAM LARGE CAP VALUE R6
746745801
$23.94M
4 %

609,615

---

Putnam

PUTNAM CORE BOND FUND R6
74676A402
$21.37M
3 %

2,571,579

F
FSKAX

Fidelity

FIDELITY TOTAL MARKET INDEX
315911693
$15.45M
2 %

82,684

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