Vestwell Advisors, LLC Portfolio Holdings

Vestwell Advisors, LLC

  • $222 Billion
  • Q2 2025

Vestwell Advisors, LLC has filed its 13F form on September 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $222 Billion distributed in 33 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 $41.2B, Schwab Strategic Tr Intl Eqty with a value of $38B, Ishares Core U.S. Aggregate Bo with a value of $35.4B, Schwab Strategic Tr Us Large C with a value of $34.1B, and Vanguard Ftse Emerging Mkts Et with a value of $16.6B.

Examining the 13F form we can see an increase of $222B in the current position value.

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.

Portfolio value $222 Billion
ETFs: $222 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.2 Billion 18.58% of portfolio
66,317
Q2 2025 New
$0
$38 Billion 17.14% of portfolio
1,718,806
Q2 2025 New
$0
$35.4 Billion 15.96% of portfolio
356,572
Q2 2025 New
$0
$34.1 Billion 15.38% of portfolio
1,166,941
Q2 2025 New
$0
$16.6 Billion 7.47% of portfolio
334,625
Q2 2025 New
$0
$13 Billion 5.86% of portfolio
46,362
Q2 2025 New
$0
$10.7 Billion 4.82% of portfolio
448,494
Q2 2025 New
$0
$9.61 Billion 4.34% of portfolio
87,946
Q2 2025 New
$0
$4.49 Billion 2.03% of portfolio
87,856
Q2 2025 New
$0
$4 Billion 1.81% of portfolio
31,147
Q2 2025 New
$0
$3.89 Billion 1.75% of portfolio
183,611
Q2 2025 New
$0
$2.2 Billion 0.99% of portfolio
124,604
Q2 2025 New
$0
$1.69 Billion 0.76% of portfolio
6,086
Q2 2025 New
$0
$1.3 Billion 0.59% of portfolio
6,678
Q2 2025 New
$0
$973 Million 0.44% of portfolio
25,939
Q2 2025 New
$0
$704 Million 0.32% of portfolio
28,891
Q2 2025 New
$0
$677 Million 0.31% of portfolio
6,132
Q2 2025 New
$0
$632 Million 0.29% of portfolio
7,123
Q2 2025 New
$0
$547 Million 0.25% of portfolio
10,871
Q2 2025 New
$0
$553 Million 0.25% of portfolio
4,093
Q2 2025 New
$0
$424 Million 0.19% of portfolio
639
Q2 2025 New
$0
$148 Million 0.07% of portfolio
810
Q2 2025 New
$0
$105 Million 0.05% of portfolio
4,512
Q2 2025 New
$0
$56.4 Million 0.03% of portfolio
513
Q2 2025 New
$0
$23.8 Million 0.01% of portfolio
812
Q2 2025 New
$0
$16.2 Million 0.01% of portfolio
120
Q2 2025 New
$0
$0 0.0% of portfolio
0
Q2 2025 New
$0
$0 0.0% of portfolio
0
Q2 2025 New
$0
$305,000 0.0% of portfolio
305
Q2 2025 New
$0
$0 0.0% of portfolio
0
Q2 2025 New
$0
$8.71 Million 0.0% of portfolio
289
Q2 2025 New
$0
$19,000 0.0% of portfolio
5
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $222 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 33 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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