§ 13F · FUND PROFILE
Vestwell Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $280M (13F)Positions · 49Turnover · — · Q1Filed · May 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$746K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Tr | 335K | $219M | 60.0% | +14% |
| 2 | SCHG | Schwab Strategic Tr | 1.47M | $43M | 11.7% | +18% |
| 3 | IJH | iShares Tr | 437K | $30M | 8.1% | +10% |
| 4 | IJR | iShares Tr | 101K | $13M | 3.4% | +8% |
| 5 | SCHB | Schwab Strategic Tr | 424K | $11M | 2.9% | +2% |
| 6 | VTV | Vanguard Index FDS | 50K | $10M | 2.7% | +10% |
| 7 | IAGG | iShares Tr | 185K | $9M | 2.5% | +17% |
| 8 | SCHF | Schwab Strategic Tr | 329K | $8M | 2.2% | +13% |
| 9 | VT | Vanguard Intl Equity Index F | 59K | $8M | 2.2% | +3% |
| 10 | AGG | iShares Tr | 40K | $4M | 1.1% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VESTWELL SIGNAL
AC read
Vestwell Advisors, LLC is a Other fund managing $280 million in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed