StockDriftsStockDriftsTop 26 Vestwell Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Tr | 60.02% | 334.9K | $250.8M | -0.12%(-413) | $655.75(+19.17%) | 2026-06-30 | |
| SCHG | Schwab Strategic Tr | 10.85% | 1.34M | $45.3M | -8.71%(-127.81K) | $27.96(+28.54%) | 2026-06-30 | |
| IJH | iShares Tr | 7.88% | 426.8K | $32.9M | -2.32%(-10.14K) | $65.73(+19.31%) | 2026-06-30 | |
| IJR | iShares Tr | 3.44% | 96.9K | $14.4M | -3.65%(-3.67K) | $112.65(+32.91%) | 2026-06-30 | |
| SCHB | Schwab Strategic Tr | 3.08% | 444.9K | $12.9M | +4.88%(+20.68K) | $22.87(+31.56%) | 2026-06-30 | |
| VTV | Vanguard Index FDS | 2.72% | 52.2K | $11.4M | +4.53%(+2.26K) | $177.88(+27.65%) | 2026-06-30 | |
| VT | Vanguard Intl Equity Index F | 2.32% | 61.7K | $9.7M | +4.79%(+2.82K) | $132.99(+22.11%) | 2026-06-30 | |
| SCHF | Schwab Strategic Tr | 2.28% | 343.2K | $9.5M | +4.17%(+13.76K) | $21.59(+31.93%) | 2026-06-30 | |
| IAGG | iShares Tr | 2.13% | 175.9K | $8.9M | -4.99%(-9.23K) | $50.63(-1.19%) | 2026-06-30 | |
| TIP | iShares Tr | 1.25% | 4.8K | $5.2M | +256.61%(+3.44K) | $110.03(-2.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.28% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.72% |
Vestwell Advisors LLC reports $417.82M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are IVV (60.0%), SCHG (10.8%) and IJH (7.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +18.28% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vestwell Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2081474). View Vestwell Advisors LLC’s 13F filings on SEC