Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Vestwell Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: Vestwell Advisors, LLC 13F Holdings (2026-06-30)
Creator: ko.io

Vestwell Advisors, LLC (CIK 2081474) reported $417.8M across 23 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($250.8M, 60.02%), SCHG ($45.3M, 10.85%), IJH ($32.9M, 7.88%), IJR ($14.4M, 3.44%), SCHB ($12.9M, 3.08%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Action
1	IVV	iShares Tr	$250.8M	60.02%	Trimmed
2	SCHG	Schwab Strategic Tr	$45.3M	10.85%	Trimmed
3	IJH	iShares Tr	$32.9M	7.88%	Trimmed
4	IJR	iShares Tr	$14.4M	3.44%	Trimmed
5	SCHB	Schwab Strategic Tr	$12.9M	3.08%	Added
6	VTV	Vanguard Index FDS	$11.4M	2.72%	Added
7	VT	Vanguard Intl Equity Index F	$9.7M	2.32%	Added
8	SCHF	Schwab Strategic Tr	$9.5M	2.28%	Added
9	IAGG	iShares Tr	$8.9M	2.13%	Trimmed
10	TIP	iShares Tr	$5.2M	1.25%	Added
11	AGG	iShares Tr	$4.3M	1.02%	Added
12	VWO	Vanguard Intl Equity Index F	$4.0M	0.96%	Trimmed
13	VBK	Vanguard Index FDS	$2.7M	0.66%	Trimmed
14	VBR	Vanguard Index FDS	$2.6M	0.63%	Added
15	USHY	iShares Tr	$1.2M	0.28%	Added
16	SLYG	SPDR	$1.1M	0.25%	Added
17	SLYV	SPDR	$943,649	0.23%	Added
18	AVUV	Avantis	$0	0.00%	Exited
19	DFAS	Dimensional	$0	0.00%	Exited
20	SHV	iShares Tr	$141	0.00%	Hold
21	SCHE	Schwab Strategic Tr	$0	0.00%	Exited
22	ANGL	VanEck	$22	0.00%	New
23	VEA	Vanguard	$0	0.00%	Exited
24	AVDV	Avantis	$0	0.00%	Exited
25	VGSH	Vanguard Index FDS	$138	0.00%	Hold

Source: SEC Form 13F filings · as of 2026-06-30