13F Filings History of Vestwell Advisors, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$676,970,615
Signature - Title
Allison Brecher - General Counsel and CCO
Location
New York, NY
Summary
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 33 stock holdings with total value $676,970,615 as of Q4 2025. Top holdings included IVV, Fidelity, Fidelity, Lincoln, and Fidelity.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 33 $676,970,615 +$510,288,393 -$105,320,010 +$404,968,383 IVV, Fidelity, Fidelity, Lincoln, Fidelity 13F-HR 13 Feb 2026, 12:38
Q3 2025 46 $256,423,866 +$30,822,887 -$12,879,563 +$17,943,324 IVV, AGG, SCHG, SCHF, VTV 13F-HR 05 Dec 2025, 15:33
Q2 2025 30 $219,358,378 $0 $0 $0 IVV, SCHF, AGG, SCHG, VWO 13F-HR 29 Sep 2025, 16:32