LATEST PORTFOLIO VALUE
$280.34 M
09/30/2025
TOTAL ASSETS HELD
$50
09/30/2025
LATEST REPORT DATE
Q3 2025
09/30/2025
TOP 10 CONCENTRATION
92.72%
Vestwell Advisors, LLC (CIK: 0002081474) is a financial institution headquartered at 360 Madison Avenue, 15Th Floor, , New York, New York 10017. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $280,336,616, comprising 49 distinct securities. Over its filing history, it has submitted 2 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
No buy transactions available for this period
No sell transactions available for this period
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 98,366 | $65,836,448 | 23.48% | ▲ 32,049 | Add 48.3% | |
| 408,301 | $40,932,209 | 14.60% | ▲ 51,729 | Add 14.5% | |
| 1,168,550 | $37,288,411 | 13.30% | ▲ 1,609 | Add 0.1% | |
| 1,553,932 | $36,175,542 | 12.90% | ▼ 164,874 | Reduce -9.6% | |
| 147,056 | $27,424,556 | 9.78% | ▲ 22,452 | Add 18.0% | |
| 32,583 | $17,653,501 | 6.30% | ▼ 302,042 | Reduce -90.3% | |
| 436,091 | $11,211,895 | 4.00% | ▼ 12,403 | Reduce -2.8% | |
| 33,886 | $9,953,531 | 3.55% | ▼ 12,476 | Reduce -26.9% | |
| 134,317 | $6,881,079 | 2.45% | ▲ 46,461 | Add 52.9% | |
| 55,184 | $6,557,530 | 2.34% | ▼ 32,762 | Reduce -37.3% |