Vestwell Advisors, LLC 13F Holdings · Q2 2026
Vestwell Advisors, LLC reported 23 securities worth $417.82M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (60.02%), SCHG (10.85%), IJH (7.88%). Among its top 25 positions this quarter: 1 new, 11 added, 8 trimmed, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Tr | $250.8M | 60.02% | 0 | Trimmed |
| 2 | SCHG | Schwab Strategic Tr | $45.3M | 10.85% | 0 | Trimmed |
| 3 | IJH | iShares Tr | $32.9M | 7.88% | 0 | Trimmed |
| 4 | IJR | iShares Tr | $14.4M | 3.44% | 0 | Trimmed |
| 5 | SCHB | Schwab Strategic Tr | $12.9M | 3.08% | 0 | Added |
| 6 | VTV | Vanguard Index FDS | $11.4M | 2.72% | 0 | Added |
| 7 | VT | Vanguard Intl Equity Index F | $9.7M | 2.32% | 0 | Added |
| 8 | SCHF | Schwab Strategic Tr | $9.5M | 2.28% | 0 | Added |
| 9 | IAGG | iShares Tr | $8.9M | 2.13% | 0 | Trimmed |
| 10 | TIP | iShares Tr | $5.2M | 1.25% | 0 | Added |
| 11 | AGG | iShares Tr | $4.3M | 1.02% | 0 | Added |
| 12 | VWO | Vanguard Intl Equity Index F | $4.0M | 0.96% | 0 | Trimmed |
| 13 | VBK | Vanguard Index FDS | $2.7M | 0.66% | 0 | Trimmed |
| 14 | VBR | Vanguard Index FDS | $2.6M | 0.63% | 0 | Added |
| 15 | USHY | iShares Tr | $1.2M | 0.28% | 0 | Added |
| 16 | SLYG | SPDR | $1.1M | 0.25% | 0 | Added |
| 17 | SLYV | SPDR | $943,649 | 0.23% | 0 | Added |
| 18 | ANGL | VanEck | $22 | 0.00% | 0 | New |
| 19 | AVDV | Avantis | $0 | 0.00% | 0 | Exited |
| 20 | AVUV | Avantis | $0 | 0.00% | 0 | Exited |
| 21 | DFAS | Dimensional | $0 | 0.00% | 0 | Exited |
| 22 | SCHE | Schwab Strategic Tr | $0 | 0.00% | 0 | Exited |
| 23 | SCHH | Schwab Strategic Tr | $5 | 0.00% | 0 | Trimmed |
| 24 | SCHO | Schwab Strategic Tr | $134 | 0.00% | 0 | Added |
| 25 | SCHZ | Schwab Strategic Tr | $56 | 0.00% | 0 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR