Nvest Wealth Strategies
$159M 13F equity value
433 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Nvest Wealth Strategies covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 423,460 | $32M | 20.0% |
| SCHG | SCHWAB STRATEGIC TR | 620,125 | $21M | 13.2% |
| BINV | 2023 ETF SERIES TRUST | 329,409 | $14M | 8.7% |
| AVUV | AMERICAN CENTY ETF TR | 100,202 | $13M | 7.9% |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 211,073 | $9M | 5.8% |
| DGRW | WISDOMTREE TR | 89,504 | $9M | 5.4% |
| SLYG | SPDR SERIES TRUST | 70,704 | $8M | 5.3% |
| DXJ | WISDOMTREE TR | 38,553 | $7M | 4.2% |
| RSP | INVESCO EXCHANGE TRADED FD T | 28,731 | $6M | 3.8% |
| HGER | HARBOR ETF TRUST | 205,635 | $6M | 3.8% |
Track Nvest Wealth Strategies's 13F portfolio: $159M in reported holdings, 433 positions. Top holdings and quarterly changes on SentiSense.
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