Q3 2025 · 13F-HR
Vestwell Advisors, LLCholdings as filed
Filed 2025-12-05 · accession 0002081474-25-000003
$0
Reported value
0
Positions
2025-09-30
Period end
The Brief · Vestwell Advisors, LLC · Q3 2025
AI · grounded in 13F
Vestwell Advisors, LLC closed its position in IVV for a reduction of $41.18M. The fund also exited positions in SCHF and AGG, reducing its holdings by $37.99M and $35.37M respectively. In total, the fund reduced 33 positions during the period.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.