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Vestwell Advisors, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    new york, NY
  • CIK
    0002081474
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

33

$676.97M
IVV, FSPSX, FXNAX, Lincoln
13F-HR
Feb 13, 2026
000208147426000003

49

$280.34M
IVV, AGG, SCHG, SCHF
13F-HR
Dec 5, 2025
000208147425000003

33

$221.56M
IVV, SCHF, AGG, SCHG
13F-HR
Sep 29, 2025
000208147425000001