Vestwell Advisors, LLC
Filing Date
Sep 30, 2025
Global Rank
#7,976
/ 7,986
· as of Sep 2025
3Y Alpha vs SPY
-17.8%
Period ended 9 months ago
Filed Dec 5, 2025 · 7mo
Clone Performance
Nov 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.4%
SPY
+11.6%
Annualised alpha
-19.0%
Max drawdown
−26.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Sep 30, 2025Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $27,015 |
1 positions ·
$27,015 total
· as of Sep 30, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
First | 76 | $27,015 | 100.00% |