Nvest Wealth Strategies, Inc.: 13F holdings
CIK 21069422026Q2
| Positions | 351 |
|---|
| Reported value | $160.0m |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 351 (-42 vs prior quarter) |
|---|
| Reported value | $160.0m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JHMM JOHN HANCOCK EXCHANGE TRADED | 423,460 | $31.7m | 19.8% |
| SCHG SCHWAB STRATEGIC TR | 620,125 | $21.0m | 13.1% |
| 2023 ETF SERIES TRUST | 329,409 | $13.8m | 8.6% |
| AVUV AMERICAN CENTY ETF TR | 100,202 | $12.5m | 7.8% |
| EMLP FIRST TR EXCHANGE-TRADED FD | 211,073 | $9.2m | 5.7% |
| DGRW WISDOMTREE TR | 89,504 | $8.6m | 5.3% |
| SLYG SPDR SERIES TRUST | 70,704 | $8.4m | 5.3% |
| DXJ WISDOMTREE TR | 38,553 | $6.7m | 4.2% |
| RSP INVESCO EXCHANGE TRADED FD T | 28,731 | $6.1m | 3.8% |
| FXNC HARBOR ETF TRUST | 205,635 | $6.0m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2106942")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples