SEC Form 13F

Nvest Wealth Strategies, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$159,999,797
Positions353

Largest disclosed positions

IssuerTickerClassReported valueReported amount
JOHN HANCOCK EXCHANGE TRADEDJHMMMULTIFACTOR MI$31,742,547423,460
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$20,985,016620,125
2023 ETF SERIES TRUSTBINVBRANDES INTL ETF$13,822,020329,409
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$12,501,231100,202
FIRST TR EXCHANGE-TRADED FDEMLPNO AMER ENERGY$9,181,655211,073
WISDOMTREE TRDGRWUS QTLY DIV GRT$8,558,37389,504
SPDR SERIES TRUSTSLYGST STR SP600GRWO$8,422,99670,704
WISDOMTREE TRDXJJAPN HEDGE EQT$6,689,73538,553
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$6,113,04428,731
HARBOR ETF TRUSTHGERCOMM ALL WEA ETF$6,033,331205,635

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

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