DOSSIER · 13F-HR · Q2 2026

Vestwell Advisors, LLC

$418M in tracked AUM across 26 positions as of Q2 2026.

VA
CIK 0002081474 · last filed Jun 30, 2026
Total AUM
$418M
as of Q2 2026
Holdings
26
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Vestwell Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
iShares Tr
$251M335K60.0%
02
SCHG
Schwab Strategic Tr
$45M1.3M10.8%
03
IJH
iShares Tr
$33M427K7.9%
04
IJR
iShares Tr
$14M97K3.4%
05
SCHB
Schwab Strategic Tr
$13M445K3.1%
06
VTV
Vanguard Index FDS
$11M52K2.7%
07
VT
Vanguard Intl Equity Index F
$10M62K2.3%
08
SCHF
Schwab Strategic Tr
$10M343K2.3%
09
IAGG
iShares Tr
$9M176K2.1%
10
TIP
iShares Tr
$5M5K1.3%

Filing history

2026Q2Jun 30
$418M 14.4%
26 positionsView →
2026Q1Mar 31
$365M 46.1%
31 positionsView →
2025Q4Dec 31
$677M 141.5%
33 positionsView →
2025Q3Sep 30
$280M 26.5%
49 positionsView →
2025Q2Jun 30
$222M
33 positionsLocked