§ 13F · FUND PROFILE
Vestwell Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $221.6T (13F)Positions · 33Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$367.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Tr | 294K | $201.7T | 29.8% | +199% |
| 2 | FSPSX | Fidelity | 1.45M | $88.2T | 13.0% | NEW |
| 3 | FXNAX | Fidelity | 6.43M | $67.9T | 10.0% | NEW |
| 4 | LECO | Lincoln | 38.76M | $53.9T | 8.0% | NEW |
| 5 | FPADX | Fidelity | 3.04M | $41.5T | 6.1% | NEW |
| 6 | SCHG | Schwab Strategic Tr | 1.25M | $40.7T | 6.0% | +7% |
| 7 | IJH | iShares Tr | 398K | $26.3T | 3.9% | NEW |
| 8 | PEQSX | Putnam | 610K | $23.9T | 3.5% | NEW |
| 9 | PTREX | Putnam | 2.57M | $21.4T | 3.2% | NEW |
| 10 | FSKAX | Fidelity | 83K | $15.4T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VESTWELL SIGNAL
AC read
Vestwell Advisors, LLC is a Other fund managing $221561.0 trillion in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
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