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The Analysis of Vestwell Advisors, LLC's Holdings & P&L

Currently, Vestwell Advisors, LLC holds 33 types of securities in its portfolio with a total value $677.0M. In the most recent quarter, they have increased their positions in IVV (+196.0K shares, valued at $134.3M), N/A (+1.5M shares, valued at $88.2M), N/A (+6.4M shares, valued at $67.9M); decreased their positions in VT (-300.8K shares, valued at $42.4M), AGG (-370.4K shares, valued at $37.0M), SCHF (-1.3M shares, valued at $30.3M); initiated new positions in N/A (+1.5M shares, valued at $88.2M), N/A (+6.4M shares, valued at $67.9M), N/A (+38.8M shares, valued at $53.9M).

1M P&L

+15.7M+4.46%

3M P&L

+23.8M+6.95%

HY P&L

+36.4M+11.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A336.0M

100.0%

Top Industries by Stock Count

1N/A16 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV iShares Tr294.4K shares199.30%2025-12-312026-02-13

Fidelity Fidelity1.5M sharesnew addition2025-12-312026-02-13

Fidelity Fidelity6.4M sharesnew addition2025-12-312026-02-13

Lincoln Lincoln38.8M sharesnew addition2025-12-312026-02-13

Fidelity Fidelity3.0M sharesnew addition2025-12-312026-02-13

SCHG Schwab Strategic Tr1.2M shares6.79%2025-12-312026-02-13

IJH iShares Tr398.4K sharesnew addition2025-12-312026-02-13

Putnam Putnam609.6K sharesnew addition2025-12-312026-02-13

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Putnam Putnam2.6M sharesnew addition2025-12-312026-02-13

Fidelity Fidelity82.7K sharesnew addition2025-12-312026-02-13

IJR iShares Tr93.3K shares69.10%2025-12-312026-02-13

SCHB Schwab Strategic Tr417.2K shares-4.34%2025-12-312026-02-13

VTV Vanguard Index FDS45.5K shares-69.04%2025-12-312026-02-13

VT Vanguard Intl Equity Index F57.4K shares-83.97%2025-12-312026-02-13

IAGG iShares Tr158.6K shares18.05%2025-12-312026-02-13

SCHF Schwab Strategic Tr291.6K shares-81.24%2025-12-312026-02-13

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Lincoln Lincoln4.9M sharesnew addition2025-12-312026-02-13

Vanguard Vanguard932.0K sharesnew addition2025-12-312026-02-13

Schwab Strategic Tr Schwab Strategic Tr495.0K sharesnew addition2025-12-312026-02-13

Fidelity Fidelity249.6K sharesnew addition2025-12-312026-02-13

AGG iShares Tr37.9K shares-90.72%2025-12-312026-02-13

Schwab Strategic Tr Schwab Strategic Tr213.6K sharesnew addition2025-12-312026-02-13

VWO Vanguard Intl Equity Index F59.9K shares83.92%2025-12-312026-02-13

VBK Vanguard Index FDS7.1K shares4.65%2025-12-312026-02-13

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Vanguard Vanguard41.0K sharesnew addition2025-12-312026-02-13

VBR Vanguard Index FDS8.2K shares14.02%2025-12-312026-02-13

USHY iShares Tr31.9K shares2.66%2025-12-312026-02-13

SLYV SPDR7.8K shares-2.39%2025-12-312026-02-13

Fidelity Fidelity73.9K sharesnew addition2025-12-312026-02-13

SLYG SPDR6.8K shares-5.23%2025-12-312026-02-13

Schwab Strategic Tr Schwab Strategic Tr507.7K sharesnew addition2025-12-312026-02-13

Schwab Strategic Tr Schwab Strategic Tr54.4K sharesnew addition2025-12-312026-02-13

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Vanguard Vanguard14.5K sharesnew addition2025-12-312026-02-13

IVV

iShares Tr

199.30%

Shares294.4K

Event2025-12-31

Filed2026-02-13

Fidelity

New

Shares1.5M

Event2025-12-31

Filed2026-02-13

Fidelity

New

Shares6.4M

Event2025-12-31

Filed2026-02-13

Lincoln

New

Shares38.8M

Event2025-12-31

Filed2026-02-13

Fidelity

New

Shares3.0M

Event2025-12-31

Filed2026-02-13

SCHG

Schwab Strategic Tr

6.79%

Shares1.2M

Event2025-12-31

Filed2026-02-13

IJH

iShares Tr

New

Shares398.4K

Event2025-12-31

Filed2026-02-13

Putnam

New

Shares609.6K

Event2025-12-31

Filed2026-02-13

Putnam

New

Shares2.6M

Event2025-12-31

Filed2026-02-13

Fidelity

New

Shares82.7K

Event2025-12-31

Filed2026-02-13

IJR

iShares Tr

69.10%

Shares93.3K

Event2025-12-31

Filed2026-02-13

SCHB

Schwab Strategic Tr

-4.34%

Shares417.2K

Event2025-12-31

Filed2026-02-13

VTV

Vanguard Index FDS

-69.04%

Shares45.5K

Event2025-12-31

Filed2026-02-13

Vanguard Intl Equity Index F

-83.97%

Shares57.4K

Event2025-12-31

Filed2026-02-13

IAGG

iShares Tr

18.05%

Shares158.6K

Event2025-12-31

Filed2026-02-13

SCHF

Schwab Strategic Tr

-81.24%

Shares291.6K

Event2025-12-31

Filed2026-02-13

Lincoln

New

Shares4.9M

Event2025-12-31

Filed2026-02-13

Vanguard

New

Shares932.0K

Event2025-12-31

Filed2026-02-13

Schwab Strategic Tr

New

Shares495.0K

Event2025-12-31

Filed2026-02-13

Fidelity

New

Shares249.6K

Event2025-12-31

Filed2026-02-13

AGG

iShares Tr

-90.72%

Shares37.9K

Event2025-12-31

Filed2026-02-13

Schwab Strategic Tr

New

Shares213.6K

Event2025-12-31

Filed2026-02-13

VWO

Vanguard Intl Equity Index F

83.92%

Shares59.9K

Event2025-12-31

Filed2026-02-13

VBK

Vanguard Index FDS

4.65%

Shares7.1K

Event2025-12-31

Filed2026-02-13

Vanguard

New

Shares41.0K

Event2025-12-31

Filed2026-02-13

VBR

Vanguard Index FDS

14.02%

Shares8.2K

Event2025-12-31

Filed2026-02-13

USHY

iShares Tr

2.66%

Shares31.9K

Event2025-12-31

Filed2026-02-13

SLYV

SPDR

-2.39%

Shares7.8K

Event2025-12-31

Filed2026-02-13

Fidelity

New

Shares73.9K

Event2025-12-31

Filed2026-02-13

SLYG

SPDR

-5.23%

Shares6.8K

Event2025-12-31

Filed2026-02-13

Schwab Strategic Tr

New

Shares507.7K

Event2025-12-31

Filed2026-02-13

Schwab Strategic Tr

New

Shares54.4K

Event2025-12-31

Filed2026-02-13

Vanguard

New

Shares14.5K

Event2025-12-31

Filed2026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available