Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vestwell Advisors, LLC (CIK 2081474) reported $365.1M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($219.0M, 59.99%), SCHG ($42.7M, 11.71%), IJH ($29.5M, 8.08%), IJR ($12.5M, 3.42%), SCHB ($10.6M, 2.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Tr | $219.0M | 59.99% | 335,295 | Added |
| 2 | SCHG | Schwab Strategic Tr | $42.7M | 11.71% | 1.5M | Added |
| 3 | IJH | iShares Tr | $29.5M | 8.08% | 436,949 | Added |
| 4 | IJR | iShares Tr | $12.5M | 3.42% | 100,595 | Added |
| 5 | SCHB | Schwab Strategic Tr | $10.6M | 2.92% | 424,244 | Added |
| 6 | VTV | Vanguard Index FDS | $9.8M | 2.68% | 49,935 | Added |
| 7 | IAGG | iShares Tr | $9.3M | 2.54% | 185,085 | Added |
| 8 | VT | Vanguard Intl Equity Index F | $8.1M | 2.23% | 58,880 | Added |
| 9 | SCHF | Schwab Strategic Tr | $8.2M | 2.23% | 329,472 | Added |
| 10 | AGG | iShares Tr | $3.9M | 1.08% | 39,637 | Added |
| 11 | VWO | Vanguard Intl Equity Index F | $3.6M | 1.00% | 67,319 | Added |
| 12 | VBK | Vanguard Index FDS | $2.3M | 0.63% | 7,551 | Added |
| 13 | VBR | Vanguard Index FDS | $2.0M | 0.54% | 9,154 | Added |
| 14 | USHY | iShares Tr | $1.2M | 0.32% | 31,844 | Trimmed |
| 15 | SLYG | SPDR | $818,666 | 0.22% | 8,473 | Added |
| 16 | SLYV | SPDR | $761,573 | 0.21% | 8,052 | Added |
| 17 | VTI | Vanguard Intl Equity Index F | $307,070 | 0.08% | 957 | New |
| 18 | TIP | iShares Tr | $147,833 | 0.04% | 1,339 | New |
| 19 | VEA | Vanguard | $103,459 | 0.03% | 1,614 | New |
| 20 | SCHE | Schwab Strategic Tr | $81,602 | 0.02% | 2,476 | New |
| 21 | AVUV | Avantis | $39,983 | 0.01% | 361 | New |
| 22 | DFAS | Dimensional | $37,463 | 0.01% | 526 | New |
| 23 | AVDV | Avantis | $27,735 | 0.01% | 277 | New |
| 24 | FSKAX | Fidelity | $0 | 0.00% | 0 | Exited |
| 25 | FSPSX | Fidelity | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31