Vestwell Advisors, LLC Portfolio Holdings by Sector
Vestwell Advisors, LLC
- $280 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV AGG SCHG SCHF VTV VWO SCHB VO 48 stocks |
$280 Million
99.83% of portfolio
|
36
|
12
|
19
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$463,099
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|