Vestwell Advisors, LLC Top Holdings and 13F Report (2026) About Vestwell Advisors, LLCInvestment ActivityVestwell Advisors, LLC has $365.12 million in total holdings as of March 31, 2026.Vestwell Advisors, LLC owns shares of 31 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 11.49% of the portfolio was purchased this quarter.About 93.39% of the portfolio was sold this quarter.This quarter, Vestwell Advisors, LLC has purchased 33 new stocks and bought additional shares in 15 stocks.Vestwell Advisors, LLC sold shares of 1 stock and completely divested from 17 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $219,018,583Schwab U.S. Large-Cap Growth ETF $42,740,164iShares Core S&P Mid-Cap ETF $29,507,207iShares Core S&P Small-Cap ETF $12,505,053Schwab US Broad Market ETF $10,648,547 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $307,070 Holding464287176 - iShares TIPS Bond ETF $147,833 Holding921943858 - Vanguard FTSE Developed Markets ETF $103,459 Holding808524706 - Schwab Emerging Markets Equity ETF $81,602 Holding025072877 - Avantis U.S. Small Cap Value ETF $39,983 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 40,881 shares (about $26.70M)Schwab U.S. Large-Cap Growth ETF 219,329 shares (about $6.39M)iShares Core S&P Mid-Cap ETF 38,578 shares (about $2.61M)iShares Core International Aggregate Bond ETF 26,526 shares (about $1.33M)Schwab International Equity ETF 37,911 shares (about $938.30K) Largest Sales this Quarter iShares Broad USD High Yield Corporate Bond ETF 56 shares (about $2.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVestwell Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$219,018,583$26,703,943 â–²13.9%335,29560.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$42,740,164$6,389,056 â–²17.6%1,467,22111.7%ETFIJHiShares Core S&P Mid-Cap ETF$29,507,207$2,605,176 â–²9.7%436,9498.1%ETFIJRiShares Core S&P Small-Cap ETF$12,505,053$904,859 â–²7.8%100,5953.4%ETFSCHBSchwab US Broad Market ETF$10,648,547$177,307 â–²1.7%424,2442.9%ETFVTVVanguard Value ETF$9,797,342$865,839 â–²9.7%49,9352.7%ETFIAGGiShares Core International Aggregate Bond ETF$9,261,646$1,327,360 â–²16.7%185,0852.5%ETFSCHFSchwab International Equity ETF$8,154,447$938,299 â–²13.0%329,4722.2%ETFVTVanguard Total World Stock ETF$8,144,358$200,151 â–²2.5%58,8802.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,934,788$175,113 â–²4.7%39,6371.1%FinanceVWOVanguard FTSE Emerging Markets ETF$3,638,625$399,595 â–²12.3%67,3191.0%ETFVBKVanguard Small-Cap Growth ETF$2,282,513$133,305 â–²6.2%7,5510.6%ETFVBRVanguard Small-Cap Value ETF$1,988,751$200,743 â–²11.2%9,1540.5%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$1,173,137$2,063 â–¼-0.2%31,8440.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$818,666$162,323 â–²24.7%8,4730.2%ETFSLYVSPDR S&P 600 Small Cap Value ETF$761,573$28,280 â–²3.9%8,0520.2%ETFVTIVanguard Total Stock Market ETF$307,070$307,070 â–²New Holding9570.1%ETFTIPiShares TIPS Bond ETF$147,833$147,833 â–²New Holding1,3390.0%ETFVEAVanguard FTSE Developed Markets ETF$103,459$103,459 â–²New Holding1,6140.0%ETFSCHESchwab Emerging Markets Equity ETF$81,602$81,602 â–²New Holding2,4760.0%ETFAVUVAvantis U.S. Small Cap Value ETF$39,983$39,983 â–²New Holding3610.0%ETFDFASDimensional U.S. Small Cap ETF$37,463$37,463 â–²New Holding5260.0%ETFAVDVAvantis International Small Cap Value ETF$27,735$27,735 â–²New Holding2770.0%ETFVOVanguard Mid-Cap ETF$242$242 â–²New Holding00.0%ETFSHViShares Short Treasury Bond ETF$146$146 â–²New Holding10.0%ETFVGSHVanguard Short-Term Treasury ETF$144$144 â–²New Holding20.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$139$139 â–²New Holding50.0%ETFSCHHSchwab U.S. REIT ETF$60$60 â–²New Holding20.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$55$55 â–²New Holding20.0%ETFANGLVanEck Fallen Angel High Yield Bond ETF$20$20 â–²New Holding00.0%ManufacturingREETiShares Global REIT ETF$11$11 â–²New Holding00.0%ETFFidelity$0$88,195,019 â–¼-100.0%00.0%Fidelity International IndexFidelity$0$67,862,325 â–¼-100.0%00.0%Fidelity U.S. Bond IndexLincoln$0$53,897,266 â–¼-100.0%00.0%Lincoln Stable Value Account -Z953XFidelity$0$41,524,213 â–¼-100.0%00.0%Fidelity Emerging Markets IdxPutnam$0$23,939,564 â–¼-100.0%00.0%Putnam Large Cap Value R6Putnam$0$21,369,825 â–¼-100.0%00.0%Putnam Core Bond Fund R6Fidelity$0$15,448,683 â–¼-100.0%00.0%Fidelity Total Market IndexLincoln$0$6,749,839 â–¼-100.0%00.0%Lincoln Stable Value Account -Z954XVanguard$0$5,190,962 â–¼-100.0%00.0%Vanguard High-Yield Corporate AdmSchwab Strategic Tr$0$5,108,509 â–¼-100.0%00.0%Schwab Treasury Infl Protected Secs IdxFidelity$0$4,030,383 â–¼-100.0%00.0%Fidelity Real Estate IndexSchwab Strategic Tr$0$3,501,078 â–¼-100.0%00.0%Schwab Total Stock Market IndexVanguard$0$2,125,931 â–¼-100.0%00.0%Vanguard Balanced Index AdmFidelity$0$686,247 â–¼-100.0%00.0%Fidelity Long-Term Trs Bd IndexSchwab Strategic Tr$0$507,665 â–¼-100.0%00.0%Schwab PCRA Self-Directed AccountSchwab Strategic Tr$0$491,218 â–¼-100.0%00.0%Schwab US Aggregate Bond IndexVanguard$0$362,349 â–¼-100.0%00.0%Vanguard Emerging Markets Bond AdmiralShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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