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Allison Brecher

Vestwell Advisors, Llc

Assets Managed
$365.121M
Holdings
31
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-46.06%(2Q avg: 47.71%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vestwell Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Vestwell Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 365.121M in assets, with a quarterly growth rate of -46.06% and a 2-quarter average growth rate of 47.71%. The portfolio is managed by Allison Brecher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 13.89%
59.99%
$219.019M
335,295 shares@ $653.22 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 17.58%
11.71%
$42.74M
1.467M shares@ $29.14 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 9.69%
8.09%
$29.507M
436,949 shares@ $67.54 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 7.81%
3.43%
$12.505M
100,595 shares@ $124.32 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 1.7%
2.92%
$10.649M
424,244 shares@ $25.11 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 9.7%
2.69%
$9.797M
49,935 shares@ $196.21 avg price
IAGG
Ishares Intl Aggregate Bond
Recent Activity
Increased 16.73%
2.54%
$9.262M
185,085 shares@ $50.04 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 13.01%
2.24%
$8.154M
329,472 shares@ $24.76 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 2.52%
2.24%
$8.144M
58,880 shares@ $138.33 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 4.66%
1.08%
$3.935M
39,637 shares@ $99.28 avg price

1-10 of 31