No buy transactions available for this period
No sell transactions available for this period
Vestwell Advisors, LLC filed its 13F report for Q3 2025 on December 05, 2025. The portfolio totaled 280.34 M reflecting a +26.53% change from the prior quarter, spanning 50 assets. The top 10 holdings comprised 92.7% of the portfolio. Quarterly activity included 0 new positions and 1 complete exits.
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Vestwell Advisors submitted their Form 13F-HR for the Q3 2025 period on December 05, 2025. This was the only submission for the quarter.
In the Q3 2025 filing, Vestwell Advisors reported a managed portfolio value of 280.34 M, consisting of 49 individual positions.
This page displays the raw filing documents. To see which stocks Vestwell Advisors bought or sold during Q3 2025, please visit Vestwell Advisors's Portfolio Analysis page.