# EDGAR Filing Document

**Accession Number:** 0002081474
**File Stem:** 0002081474-26-000007
**Filing Date:** 2026-5
**Character Count:** 7177
**Document Hash:** 1423229014e0dbe6cc24670e583a80fc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002081474-26-000007.hdr.sgml**: 20260518

**ACCESSION NUMBER**: 0002081474-26-000007

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260518

**DATE AS OF CHANGE**: 20260518

**EFFECTIVENESS DATE**: 20260518

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Vestwell Advisors, LLC
- **CENTRAL INDEX KEY:** 0002081474

**ORGANIZATION NAME:**
- **EIN:** 813072749
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25784
- **FILM NUMBER:** 26992669

**BUSINESS ADDRESS:**
- **STREET 1:** 360 MADISON AVENUE, 15TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 9179795358

**MAIL ADDRESS:**
- **STREET 1:** 360 MADISON AVENUE, 15TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Vestwell Advisors LLC<br>**Address:** 360 MADISON AVENUE 15TH FLOOR<br>NEW YORK, NY 10017

**Form 13F File Number:** 028-25784

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Allison Brecher<br>**Title:** General Counsel and Chief Compliance Officer<br>**Phone:** 9179795358

**Signature, Place, and Date of Signing:**

Allison Brecher  New York, NY  05-18-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 31

**Form 13F Information Table Value Total:** $365121362

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| iShares Tr | iShares Core S 500 ETF | 464287200 |  | 219018583 | 335295 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Schwab Strategic Tr | Schwab US Large-Cap Growth ETF | 808524300 |  | 42740164 | 1467221 | PRN |  | SOLE |  | 0 | 0 | 0 |
| iShares Tr | iShares Core S Mid-Cap ETF | 464287507 |  | 29507207 | 436949 | PRN |  | SOLE |  | 0 | 0 | 0 |
| iShares Tr | iShares Core S Small-Cap ETF | 464287804 |  | 12505053 | 100595 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Schwab Strategic Tr | Schwab US Broad Market ETF | 808524102 |  | 10648547 | 424244 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Vanguard Index FDS | Vanguard Value ETF | 922908744 |  | 9797342 | 49935 | PRN |  | SOLE |  | 0 | 0 | 0 |
| iShares Tr | iShares Core International Aggt Bd ETF | 46435G672 |  | 9261646 | 185085 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Schwab Strategic Tr | Schwab International Equity ETF | 808524805 |  | 8154447 | 329472 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Vanguard Intl Equity Index F | Vanguard Total World Stock ETF | 922042742 |  | 8144358 | 58880 | PRN |  | SOLE |  | 0 | 0 | 0 |
| iShares Tr | iShares Core US Aggregate Bond ETF | 464287226 |  | 3934788 | 39637 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Vanguard Intl Equity Index F | Vanguard FTSE Emerging Markets ETF | 922042858 |  | 3638625 | 67319 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Vanguard Index FDS | Vanguard Small-Cap Growth ETF | 922908595 |  | 2282513 | 7551 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Vanguard Index FDS | Vanguard Small-Cap Value ETF | 922908611 |  | 1988751 | 9154 | PRN |  | SOLE |  | 0 | 0 | 0 |
| iShares Tr | iShares Broad USD High Yield Corp Bd ETF | 46435U853 |  | 1173137 | 31844 | PRN |  | SOLE |  | 0 | 0 | 0 |
| SPDR | State Street SPDR S 600 Sm Cp GrETF | 78464A201 |  | 818666 | 8473 | PRN |  | SOLE |  | 0 | 0 | 0 |
| SPDR | State Street SPDR S 600 Sm CpValETF | 78464A300 |  | 761573 | 8052 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Vanguard Intl Equity Index F | Vanguard Total Stock Market ETF | 922908769 |  | 307070 | 957 | PRN |  | SOLE |  | 0 | 0 | 0 |
| iShares Tr | iShares TIPS Bond ETF | 464287176 |  | 147833 | 1339 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Vanguard | Vanguard FTSE Developed Markets ETF | 921943858 |  | 103459 | 1614 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Schwab Strategic Tr | Schwab Emerging Markets Equity ETF | 808524706 |  | 81602 | 2476 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Avantis | Avantis US Small Cap Value ETF | 025072877 |  | 39983 | 361 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Dimensional | Dimensional US Small Cap ETF | 25434V500 |  | 37463 | 526 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Avantis | Avantis International Small Cap Val ETF | 025072802 |  | 27735 | 277 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Vanguard Index FDS | Vanguard Mid-Cap ETF | 922908629 |  | 242 | 0 | PRN |  | SOLE |  | 0 | 0 | 0 |
| iShares Tr | iShares 1 Year Treasury Bond ETF | 464288679 |  | 146 | 1 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Vanguard Index FDS | Vanguard Short-Term Treasury ETF | 92206C102 |  | 144 | 2 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Schwab Strategic Tr | Schwab Short-Term US Treasury ETF | 808524862 |  | 139 | 5 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Schwab Strategic Tr | Schwab US REIT ETF | 808524847 |  | 60 | 2 | PRN |  | SOLE |  | 0 | 0 | 0 |
| Schwab Strategic Tr | Schwab US Aggregate Bond ETF | 808524839 |  | 55 | 2 | PRN |  | SOLE |  | 0 | 0 | 0 |
| VanEck | VanEck Fallen Angel HiYld Bd ETF | 92189F437 |  | 20 | 0 | PRN |  | SOLE |  | 0 | 0 | 0 |
| iShares Tr | iShares Global REIT ETF | 46434V647 |  | 11 | 0 | PRN |  | SOLE |  | 0 | 0 | 0 |

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