Nvest Financial, LLC: 13F holdings
CIK 19153152026Q2
| Positions | 150 |
|---|
| Reported value | $316.3m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 150 (+11 vs prior quarter) |
|---|
| Reported value | $316.3m (+17.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 160,871 | $20.0m | 6.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 23,119 | $17.3m | 5.5% |
| AAPL APPLE INC | 42,290 | $12.2m | 3.9% |
| IVE ISHARES TR | 52,578 | $11.9m | 3.8% |
| QTUM ETF SER SOLUTIONS | 54,429 | $9.0m | 2.8% |
| GOOGL ALPHABET INC | 23,493 | $8.4m | 2.7% |
| VTWG VANGUARD SCOTTSDALE FDS | 27,103 | $7.8m | 2.5% |
| NVDA NVIDIA CORPORATION | 37,439 | $7.5m | 2.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 14,567 | $7.3m | 2.3% |
| CSB VICTORY PORTFOLIOS II | 111,105 | $7.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1915315")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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