account_balance
Investment manager · 13F filer · SEC CIK 1915315
Nvest Financial, LLC
Reported value$329Mas of Sep 30, 2026
Positions151 9 new, 8 sold out
Top 10 weight33.7%IWF alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWFiShares Tr
6.1%
SPYSPDR S&P 500 ETF Trust
5.3%
AAPLApple Inc.
4.3%
IVEiShares Tr
3.8%Added +3%
NVDANVIDIA Corp
2.6%
QTUMETF Ser Solutions
2.5%
GOOGLAlphabet Inc.
2.5%
BRK-BBerkshire Hathaway Inc
2.2%
SPYGSPDR Series Trust
2.2%Added +4%
VTWGVanguard Scottsdale FDS
2.1%
CSBVictory Portfolios II
2.1%+2%
MSFTMicrosoft Corp
2.1%
IWFiShares Tr
6.1%
SPYSPDR S&P 500 ETF Trust
5.3%
AAPLApple Inc.
4.3%
IVEiShares Tr
3.8%
NVDANVIDIA Corp
2.6%
QTUMETF Ser Solutions
2.5%
GOOGLAlphabet Inc.
2.5%
BRK-BBerkshire Hathaway Inc
2.2%
SPYG2.2%
VTWG2.1%
CSB2.1%
MSFT2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWF iShares Tr 6.1% Held
SPY SPDR S&P 500 ETF Trust 5.3% HeldAAPL Apple Inc. 4.3% HeldIVE iShares Tr 3.8% Added +3%
NVDA NVIDIA Corp 2.6% HeldQTUM ETF Ser Solutions 2.5% Held
GOOGL Alphabet Inc. 2.5% HeldBRK-B Berkshire Hathaway Inc 2.2% HeldSPYG SPDR Series Trust 2.2% Added +4%
VTWG Vanguard Scottsdale FDS 2.1% Held
CSB Victory Portfolios II 2.1% Added +2%
MSFT Microsoft Corp 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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