Vestwell Advisors, LLC holds a concentrated book of 12 stocks worth $365.1M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened Vanguard and trimmed ISHARES BROAD USD HIGH YIELD. Their largest long position is ISHARES CORE U.S. AGGREGATE at 73% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2081474/holdings"
Use Arkolith to show Vestwell Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | iShares Tr iShares Core S&P 500 ETF | $219.0M | 335.3K | 60.0% | ▲+14% Added · +41K sh | |
| 2 | Schwab Strategic Tr Schwab US Large-Cap Growth ETF | $42.7M | 1.47M | 11.7% | ▲+18% Added · +219K sh | |
| 3 | iShares Tr iShares Core S&P Mid-Cap ETF | $29.5M | 436.9K | 8.1% | ▲+9.7% Added · +39K sh | |
| 4 | iShares Tr iShares Core S&P Small-Cap ETF | $12.5M | 100.6K | 3.4% | ▲+7.8% Added · +7K sh | |
| 5 | Schwab Strategic Tr Schwab US Broad Market ETF | $10.6M | 424.2K | 2.9% | ▲+1.7% Added · +7K sh | |
| 6 | Vanguard Index FDS Vanguard Value ETF | $9.8M | 49.9K | 2.7% | ▲+9.7% Added · +4K sh | |
| 7 | iShares Tr iShares Core International Aggt Bd ETF | $9.3M | 185.1K | 2.5% | ▲+17% Added · +27K sh | |
| 8 | Schwab Strategic Tr Schwab International Equity ETF | $8.2M | 329.5K | 2.2% | ▲+13% Added · +38K sh | |
| 9 | Vanguard Intl Equity Index F Vanguard Total World Stock ETF | $8.1M | 58.9K | 2.2% | ▲+2.5% Added · +1K sh | |
| 10 | iShares Tr iShares Core US Aggregate Bond ETF | $3.9M | 39.6K | 1.1% | ▲+4.7% Added · +2K sh | |
| 11 | Vanguard Intl Equity Index F Vanguard FTSE Emerging Markets ETF | $3.6M | 67.3K | 1.0% | ▲+12% Added · +7K sh | |
| 12 | Vanguard Index FDS Vanguard Small-Cap Growth ETF | $2.3M | 7.6K | 0.6% | ▲+6.2% Added · +441 sh | |
| 13 | Vanguard Index FDS Vanguard Small-Cap Value ETF | $2.0M | 9.2K | 0.5% | ▲+11% Added · +924 sh | |
| 14 | iShares Tr iShares Broad USD High Yield Corp Bd ETF | $1.2M | 31.8K | 0.3% | ▼−0.2% Reduced · −56 sh | |
| 15 | SPDR State Street SPDR S&P 600 Sm Cp GrETF | $819K | 8.5K | 0.2% | ▲+25% Added · +2K sh | |
| 16 | SPDR State Street SPDR S&P 600 Sm CpValETF | $762K | 8.1K | 0.2% | ▲+3.9% Added · +299 sh | |
| 17 | Vanguard Intl Equity Index F Vanguard Total Stock Market ETF | $307K | 957 | 0.1% | ▲New New position | |
| 18 | iShares Tr iShares TIPS Bond ETF | $148K | 1.3K | 0.0% | ▲New New position | |
| 19 | Vanguard Vanguard FTSE Developed Markets ETF | $103K | 1.6K | 0.0% | ▲New New position | |
| 20 | Schwab Strategic Tr Schwab Emerging Markets Equity ETF | $82K | 2.5K | 0.0% | ▲New New position | |
| 21 | Avantis Avantis US Small Cap Value ETF | $40K | 361 | 0.0% | ▲Added Added · +361 sh | |
| 22 | Dimensional Dimensional US Small Cap ETF | $37K | 526 | 0.0% | ▲Added Added · +526 sh | |
| 23 | Avantis Avantis International Small Cap Val ETF | $28K | 277 | 0.0% | ▲Added Added · +277 sh | |
| 24 | iShares Tr iShares 1 Year Treasury Bond ETF | $146 | 1 | 0.0% | ▲New New position | |
| 25 | Vanguard Index FDS Vanguard Short-Term Treasury ETF | $144 | 2 | 0.0% | ▲Added Added · +2 sh | |
| 26 | Schwab Strategic Tr Schwab Short-Term US Treasury ETF | $139 | 5 | 0.0% | ▲New New position | |
| 27 | Schwab Strategic Tr Schwab US REIT ETF | $60 | 2 | 0.0% | ▲New New position | |
| 28 | Schwab Strategic Tr Schwab US Aggregate Bond ETF | $55 | 2 | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.