Vestwell Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationnew york, NY
- CIK0002081474
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
33 | $221.56 M | IVV, SCHF, AGG, SCHG | 13F-HR | Sep 29, 2025 | 000208147425000001 |