Vestwell Advisors, LLC Top Holdings and 13F Report (2026) About Vestwell Advisors, LLCInvestment ActivityVestwell Advisors, LLC has $417.82 million in total holdings as of June 30, 2026.Vestwell Advisors, LLC owns shares of 26 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 1.57% of the portfolio was purchased this quarter.About 1.69% of the portfolio was sold this quarter.This quarter, Vestwell Advisors, LLC has purchased 29 new stocks and bought additional shares in 11 stocks.Vestwell Advisors, LLC sold shares of 8 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $250,789,717Schwab U.S. Large-Cap Growth ETF $45,325,783iShares Core S&P Mid-Cap ETF $32,911,051iShares Core S&P Small-Cap ETF $14,374,942Schwab US Broad Market ETF $12,885,079 Largest New Holdings this Quarter 92189F437 - VanEck Fallen Angel High Yield Bond ETF $22 Holding78464A474 - SPDR Portfolio Short Term Corporate Bond ETF $8 Holding808524854 - Schwab Intermediate-Term U.S. Treasury ETF $7 Holding922908629 - Vanguard Mid-Cap ETF $4 Holding Largest Purchases this Quarter iShares TIPS Bond ETF 3,436 shares (about $3.76M)Schwab US Broad Market ETF 20,683 shares (about $598.98K)Vanguard Value ETF 2,262 shares (about $492.96K)Vanguard Total World Stock ETF 2,822 shares (about $442.91K)Vanguard Small-Cap Value ETF 1,723 shares (about $418.66K) Largest Sales this Quarter Schwab U.S. Large-Cap Growth ETF 127,807 shares (about $4.32M)iShares Core S&P Mid-Cap ETF 10,142 shares (about $782.05K)iShares Core S&P Small-Cap ETF 3,670 shares (about $544.30K)iShares Core International Aggregate Bond ETF 9,228 shares (about $466.94K)iShares Core S&P 500 ETF 413 shares (about $309.29K) 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$250,789,717$309,291 ▼-0.1%334,88260.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$45,325,783$4,324,990 ▼-8.7%1,339,41410.8%ETFIJHiShares Core S&P Mid-Cap ETF$32,911,051$782,049 ▼-2.3%426,8077.9%ETFIJRiShares Core S&P Small-Cap ETF$14,374,942$544,298 ▼-3.6%96,9253.4%ETFSCHBSchwab US Broad Market ETF$12,885,079$598,979 ▲4.9%444,9273.1%ETFVTVVanguard Value ETF$11,375,374$492,961 ▲4.5%52,1972.7%ETFVTVanguard Total World Stock ETF$9,684,086$442,911 ▲4.8%61,7022.3%ETFSCHFSchwab International Equity ETF$9,507,386$381,013 ▲4.2%343,2272.3%ETFIAGGiShares Core International Aggregate Bond ETF$8,898,358$466,936 ▼-5.0%175,8572.1%ETFTIPiShares TIPS Bond ETF$5,225,134$3,759,908 ▲256.6%4,7751.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,250,988$327,722 ▲8.4%42,9481.0%ETFVWOVanguard FTSE Emerging Markets ETF$4,017,576$716 ▼0.0%67,3071.0%ETFVBKVanguard Small-Cap Growth ETF$2,742,501$19,017 ▼-0.7%7,4990.7%ETFVBRVanguard Small-Cap Value ETF$2,642,915$418,658 ▲18.8%10,8770.6%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$1,186,582$7,700 ▲0.7%32,0520.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,057,675$48,249 ▲4.8%8,8780.3%ETFSLYVSPDR S&P 600 Small Cap Value ETF$943,649$65,136 ▲7.4%8,6490.2%ETFSHViShares Short Treasury Bond ETF$1410.0%10.0%ETFVGSHVanguard Short-Term Treasury ETF$1380.0%20.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$134$22 ▲20.0%60.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$560.0%20.0%ETFANGLVanEck Fallen Angel High Yield Bond ETF$22$22 ▲New Holding10.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$8$8 ▲New Holding00.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$7$7 ▲New Holding00.0%ETFSCHHSchwab U.S. REIT ETF$5$60 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$4New Holding00.0%ETFVTIVanguard Total Stock Market ETF$0$307,070 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$103,459 ▼-100.0%00.0%ETFSCHESchwab Emerging Markets Equity ETF$0$81,602 ▼-100.0%00.0%ETFAVUVAvantis U.S. Small Cap Value ETF$0$39,983 ▼-100.0%00.0%ETFDFASDimensional U.S. Small Cap ETF$0$37,463 ▼-100.0%00.0%ETFAVDVAvantis International Small Cap Value ETF$0$27,735 ▼-100.0%00.0%ETFREETiShares Global REIT ETF$0$11 ▼NaN00.0%ETFShowing largest 100 holdings. 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