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Value $
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$219M
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Signature - Title
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Allison Brecher - General Counsel and Chief Compliance Officer
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Location
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New York, NY
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Summary
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This page shows a list of all the recent 13F filings made by Vestwell Advisors, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Vestwell Advisors, LLC reported 30 stock holdings with total value $219M as of Q2 2025. Top holdings included IVV, SCHF, AGG, SCHG, and VWO.