§ 13F · FUND PROFILE
Vestwell Advisors, LLC.
AUM · $418M (13F)Positions · 26Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$0K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Tr | 335K | $251M | 60.0% | ±0% |
| 2 | SCHG | Schwab Strategic Tr | 1.34M | $45M | 10.8% | −9% |
| 3 | IJH | iShares Tr | 427K | $33M | 7.9% | −2% |
| 4 | IJR | iShares Tr | 97K | $14M | 3.4% | −4% |
| 5 | SCHB | Schwab Strategic Tr | 445K | $13M | 3.1% | +5% |
| 6 | VTV | Vanguard Index FDS | 52K | $11M | 2.7% | +5% |
| 7 | VT | Vanguard Intl Equity Index F | 62K | $10M | 2.3% | +5% |
| 8 | SCHF | Schwab Strategic Tr | 343K | $10M | 2.3% | +4% |
| 9 | IAGG | iShares Tr | 176K | $9M | 2.1% | −5% |
| 10 | TIP | iShares Tr | 5K | $5M | 1.3% | +257% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VESTWELL SIGNAL
AC read
Vestwell Advisors, LLC is a Other fund managing $418 million in assets. The fund runs a focused portfolio of just 26 positions.
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