Portfolio (Quarterly) Guide ↗

Vestwell Advisors, LLC

· CIK 0002081474

13F Portfolio $418M AUM 26 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 11 Added 6 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VTI	Vanguard Intl Equity Index F	—	957	$307K	0.08%	SOLD
2	VEA	Vanguard	—	1,614	$103K	0.03%	SOLD
3	SCHE	Schwab Strategic Tr	—	2,476	$82K	0.02%	SOLD
4	AVUV	Avantis	—	361	$40K	0.01%	SOLD
5	DFAS	Dimensional	—	526	$37K	0.01%	SOLD
6	AVDV	Avantis	—	277	$28K	0.01%	SOLD
7	REET	iShares Tr	—	—	$11.0	—	SOLD