Vestwell Advisors, LLC

NEW YORK, NY · CIK 2081474 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew York, NY

$417.8m reported value +14.4% vs Q1 2026

26positions

96.0%in top 10

2 new 12 added 8 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF · principal IVV · principal	IVV	334,882	$250.8m60.02%	60.02%	Reduced -413	-413 -0.1%
2	SCHWAB STRATEGIC TR US LCAP GR ETF · principal SCHG · principal	SCHG	1,339,414	$45.3m10.85%	10.85%	Reduced -127.8k	-127,807 -8.7%
3	ISHARES TR CORE S&P MCP ETF · principal IJH · principal	IJH	426,807	$32.9m7.88%	7.88%	Reduced -10.1k	-10,142 -2.3%
4	ISHARES TR CORE S&P SCP ETF · principal IJR · principal	IJR	96,925	$14.4m3.44%	3.44%	Reduced -3.7k	-3,670 -3.6%
5	SCHWAB STRATEGIC TR US BRD MKT ETF · principal SCHB · principal	SCHB	444,927	$12.9m3.08%	3.08%	Added +20.7k	+20,683 4.9%
6	VANGUARD INDEX FDS VALUE ETF · principal VTV · principal	VTV	52,197	$11.4m2.72%	2.72%	Added +2.3k	+2,262 4.5%
7	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF · principal VT · principal	VT	61,702	$9.7m2.32%	2.32%	Added +2.8k	+2,822 4.8%
8	SCHWAB STRATEGIC TR INTL EQTY ETF · principal SCHF · principal	SCHF	343,227	$9.5m2.28%	2.28%	Added +13.8k	+13,755 4.2%
9	ISHARES TR CORE INTL AGGR · principal IAGG · principal	IAGG	175,857	$8.9m2.13%	2.13%	Reduced -9.2k	-9,228 -5.0%
10	ISHARES TR TIPS BD ETF · principal TIP · principal	TIP	4,775	$5.2m1.25%	1.25%	Added +3.4k	+3,436 256.6%
11	ISHARES TR CORE US AGGBD ET · principal AGG · principal	AGG	42,948	$4.3m1.02%	1.02%	Added +3.3k	+3,311 8.3%
12	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF · principal VWO · principal	VWO	67,307	$4.0m0.96%	0.96%	Reduced -12	-12 -0.0%
13	VANGUARD INDEX FDS SML CP GRW ETF · principal VBK · principal	VBK	7,499	$2.7m0.66%	0.66%	Reduced -52	-52 -0.7%
14	VANGUARD INDEX FDS SM CP VAL ETF · principal VBR · principal	VBR	10,877	$2.6m0.63%	0.63%	Added +1.7k	+1,723 18.8%
15	ISHARES TR BROAD USD HIGH · principal USHY · principal	USHY	32,052	$1.2m0.28%	0.28%	Added +208	+208 0.7%
16	SPDR SERIES TRUST S&P 600 SMCP GRW · principal SLYG · principal	SLYG	8,878	$1.1m0.25%	0.25%	Added +405	+405 4.8%
17	SPDR SER TR S&P 600 SMCP VAL · principal SLYV · principal	SLYV	8,649	$943.6k0.23%	0.23%	Added +597	+597 7.4%
18	ISHARES TR SHORT TREAS BD · principal SHV · principal	SHV	1	$1410.00%	0.00%	Unchanged
19	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS · principal VGSH · principal	VGSH	2	$1380.00%	0.00%	Unchanged
20	SCHWAB STRATEGIC TR SHT TM US TRES · principal SCHO · principal	SCHO	6	$1340.00%	0.00%	Added +1	+1 20.0%
21	SCHWAB STRATEGIC TR US AGGREGATE B · principal SCHZ · principal	SCHZ	2	$560.00%	0.00%	Unchanged
22	VANECK ETF TRUST FALLEN ANGEL HG · principal ANGL · principal	ANGL	1	$220.00%	0.00%	Added +1	+1 —
23	SPDR SER TR PORTFOLIO SHORT · principal SPSB · principal	SPSB	0	$80.00%	0.00%	New
24	SCHWAB STRATEGIC TR INT-TRM U.S TRES · principal SCHR · principal	SCHR	0	$70.00%	0.00%	New
25	SCHWAB STRATEGIC TR US REIT ETF · principal SCHH · principal	SCHH	0	$50.00%	0.00%	Reduced -2	-2 -100.0%
26	VANGUARD INDEX FDS MID CAP ETF · principal VO · principal	VO	0	$40.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VTI	VTI	957	$307.1k957 shares
VANGUARD TAX-MANAGED FDS VEA	VEA	1,614	$103.5k1.6k shares
SCHWAB STRATEGIC TR SCHE	SCHE	2,476	$81.6k2.5k shares
AMERICAN CENTY ETF TR AVUV	AVUV	361	$40.0k361 shares
DIMENSIONAL ETF TRUST DFAS	DFAS	526	$37.5k526 shares
AMERICAN CENTY ETF TR AVDV	AVDV	277	$27.7k277 shares
ISHARES TR REET	REET	0	$110 shares