NESTEGG ADVISORS, INC.: 13F holdings
CIK 20627162026Q2
| Positions | 53 |
|---|
| Reported value | $141.4m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 53 (+2 vs prior quarter) |
|---|
| Reported value | $141.4m (+24.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 187,709 | $23.3m | 16.5% |
| IWD ISHARES TR | 80,035 | $19.4m | 13.7% |
| IJR ISHARES TR | 99,424 | $14.7m | 10.4% |
| IBDZ ISHARES TR | 392,084 | $10.2m | 7.2% |
| RDVY FIRST TR EXCHANGE TRADED FD | 124,730 | $10.1m | 7.1% |
| T ROWE PRICE EXCHANGE-TRADED | 164,015 | $8.3m | 5.8% |
| SCHG SCHWAB STRATEGIC TR | 232,176 | $7.9m | 5.6% |
| VUG VANGUARD INDEX FDS | 84,922 | $7.3m | 5.2% |
| VEA VANGUARD TAX-MANAGED FDS | 66,927 | $4.8m | 3.4% |
| AAPL APPLE INC | 14,052 | $4.1m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2062716")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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