Vestwell Advisors, LLC

Est. AUM

$365.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	iShares Tr	iShares Core S&P 500 ETF	$219.0M	335295	59.99%	SOLE
2	Schwab Strategic Tr	Schwab US Large-Cap Growth ETF	$42.7M	1467221	11.71%	SOLE
3	iShares Tr	iShares Core S&P Mid-Cap ETF	$29.5M	436949	8.08%	SOLE
4	iShares Tr	iShares Core S&P Small-Cap ETF	$12.5M	100595	3.42%	SOLE
5	Schwab Strategic Tr	Schwab US Broad Market ETF	$10.6M	424244	2.92%	SOLE
6	Vanguard Index FDS	Vanguard Value ETF	$9.8M	49935	2.68%	SOLE
7	iShares Tr	iShares Core International Aggt Bd ETF	$9.3M	185085	2.54%	SOLE
8	Schwab Strategic Tr	Schwab International Equity ETF	$8.2M	329472	2.23%	SOLE
9	Vanguard Intl Equity Index F	Vanguard Total World Stock ETF	$8.1M	58880	2.23%	SOLE
10	iShares Tr	iShares Core US Aggregate Bond ETF	$3.9M	39637	1.08%	SOLE
11	Vanguard Intl Equity Index F	Vanguard FTSE Emerging Markets ETF	$3.6M	67319	1.00%	SOLE
12	Vanguard Index FDS	Vanguard Small-Cap Growth ETF	$2.3M	7551	0.63%	SOLE
13	Vanguard Index FDS	Vanguard Small-Cap Value ETF	$2.0M	9154	0.54%	SOLE
14	iShares Tr	iShares Broad USD High Yield Corp Bd ETF	$1.2M	31844	0.32%	SOLE
15	SPDR	State Street SPDR S&P 600 Sm Cp GrETF	$819K	8473	0.22%	SOLE
16	SPDR	State Street SPDR S&P 600 Sm CpValETF	$762K	8052	0.21%	SOLE
17	Vanguard Intl Equity Index F	Vanguard Total Stock Market ETF	$307K	957	0.08%	SOLE
18	iShares Tr	iShares TIPS Bond ETF	$148K	1339	0.04%	SOLE
19	Vanguard	Vanguard FTSE Developed Markets ETF	$103K	1614	0.03%	SOLE
20	Schwab Strategic Tr	Schwab Emerging Markets Equity ETF	$82K	2476	0.02%	SOLE
21	Avantis	Avantis US Small Cap Value ETF	$40K	361	0.01%	SOLE
22	Dimensional	Dimensional US Small Cap ETF	$37K	526	0.01%	SOLE
23	Avantis	Avantis International Small Cap Val ETF	$28K	277	0.01%	SOLE
24	Vanguard Index FDS	Vanguard Short-Term Treasury ETF	$0	2	0.00%	SOLE
25	Schwab Strategic Tr	Schwab Short-Term US Treasury ETF	$0	5	0.00%	SOLE
26	Schwab Strategic Tr	Schwab US REIT ETF	$0	2	0.00%	SOLE
27	Schwab Strategic Tr	Schwab US Aggregate Bond ETF	$0	2	0.00%	SOLE
28	VanEck	VanEck Fallen Angel HiYld Bd ETF	$0	—	0.00%	SOLE
29	iShares Tr	iShares Global REIT ETF	$0	—	0.00%	SOLE
30	iShares Tr	iShares 1 Year Treasury Bond ETF	$0	1	0.00%	SOLE
31	Vanguard Index FDS	Vanguard Mid-Cap ETF	$0	—	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.