SEC Form 13F

Nvest Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$316,291,285
Positions150

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIWFRUS 1000 GRW ETF$19,975,372160,871
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$17,264,65623,119
APPLE INCAAPLCOM$12,237,13342,290
ISHARES TRIVES&P 500 VAL ETF$11,938,26452,578
ETF SER SOLUTIONSQTUMDEFIA QUANT ETF$9,001,42054,429
ALPHABET INCGOOGLCAP STK CL A$8,395,71223,493
VANGUARD SCOTTSDALE FDSVTWGVNG RUS2000GRW$7,796,88827,103
NVIDIA CORPORATIONNVDACOM$7,491,24437,439
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$7,289,08014,567
VICTORY PORTFOLIOS IICSBVCSHS US SMCP HG$7,287,683111,105

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page