CIK 2106942
Nvest Wealth Strategies, Inc.
Institutional 13F holdings & portfolio
Holdings
214
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 214
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 432K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 588K | $1M+ | SH |
| BINV | 2023 ETF SERIES TRUST | 264K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 101K | $1M+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 219K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 89K | $1M+ | SH |
| SLYG | SPDR SERIES TRUST | 79K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 111K | $1M+ | SH |
| HGER | HARBOR ETF TRUST | 198K | $1M+ | SH |
| DXJ | WISDOMTREE TR | 33K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 51K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 24K | $1M+ | SH |
| UNP | UNION PAC CORP | 13K | $1M+ | SH |
| USEW | EA SERIES TRUST | 51K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 46K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 7K | $1M+ | SH |
| AVMV | AMERICAN CENTY ETF TR | 15K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 8K | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| AAPL | APPLE INC | 2K | $500K+ | SH |
| PPG | PPG INDS INC | 5K | $500K+ | SH |
| GEW | EA SERIES TRUST | 8K | $100K–$500K | SH |
| COM | DIREXION SHS ETF TR | 11K | $100K–$500K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 1K | $100K–$500K | SH |
| TCHP | T ROWE PRICE ETF INC | 5K | $100K–$500K | SH |
| JBHT | HUNT J B TRANS SVCS INC | 1K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 963 | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 1K | $100K–$500K | SH |
| USFR | WISDOMTREE TR | 3K | $100K–$500K | SH |
| BP | BP PLC | 4K | $100K–$500K | SH |
| TSLA | TESLA INC | 302 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 924 | $100K–$500K | SH |
| QGRO | AMERICAN CENTY ETF TR | 1K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 256 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 200 | $100K–$500K | PRN (Put) |
| CAT | CATERPILLAR INC | 192 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 108 | $50K–$100K | SH |
| MCD | MCDONALDS CORP | 258 | $50K–$100K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 136 | $50K–$100K | SH |
| VRSN | VERISIGN INC | 320 | $50K–$100K | SH |
| STE | STERIS PLC | 277 | $50K–$100K | SH |
| GOOGL | ALPHABET INC | 221 | $50K–$100K | SH |
| JPM | JPMORGAN CHASE & CO. | 193 | $50K–$100K | SH |
| FENY | FIDELITY COVINGTON TRUST | 3K | $50K–$100K | SH |
| LLY | ELI LILLY & CO | 56 | $50K–$100K | SH |
| ABBV | ABBVIE INC | 263 | $50K–$100K | SH |
| GE | GE AEROSPACE | 188 | $50K–$100K | SH |
| JNJ | JOHNSON & JOHNSON | 273 | $50K–$100K | SH |