Vestwell Advisors, LLC has filed its 13F form on December 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $280 Billion distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $65.8B, Ishares Core U.S. Aggregate Bo with a value of $40.9B, Schwab Strategic Tr Us Large C with a value of $37.3B, Schwab Strategic Tr Intl Eqty with a value of $36.2B, and Vanguard Value ETF with a value of $27.4B.
Examining the 13F form we can see an increase of $58.8B in the current position value, from $222B to 280B.
Vestwell Advisors, LLC is based out at New York, NY
Below you can find more details about Vestwell Advisors, LLC portfolio as well as his latest detailed transactions.
