Vestwell Advisors, LLC - Q12026 Holdings

Vestwell Advisors, LLC holds 28 stocks with a total portfolio value of $ 365.12M as of Q12026. In Q12026, Vestwell Advisors, LLC added 11 new positions, increased stakes in 15 stocks, reduced 2 holdings, and fully exited 15 positions. The largest holding is Ishares Tr (IVV), representing 59.99% of the total portfolio.