Vestwell Advisors, LLC - Portfolio overview

Vestwell Advisors, LLC has 37 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. IVV - iShares Tr, 59.71%
2. SCHG - Schwab Strategic Tr, 11.65%
3. IJH - iShares Tr, 8.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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