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Investment manager · 13F filer · SEC CIK 2044851

Nabity-Jensen Investment Management Inc

Reported value$165Mas of Sep 30, 2026

Positions70 1 new, 1 sold out

Top 10 weight61.3%VTV alone is 14%

FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VTVVanguard Index FDS

14.2%

GSLCGoldman Sachs ETF Tr

10.2%

VUGVanguard Index FDS

7.5%Trimmed −2%

QQQInvesco QQQ Tr

6.2%

NVDANVIDIA Corp

5.1%Added +3%

VBRVanguard Index FDS

4.8%

AAPLApple Inc.

3.6%Added +3%

SCHGSchwab Strategic Tr

3.5%

VEAVanguard Tax-Managed FDS

3.1%

VBKVanguard Index FDS

2.9%

BRK-BBerkshire Hathaway Inc

2.4%

MSFTMicrosoft Corp

2.4%+3%

VTVVanguard Index FDS

14.2%

GSLCGoldman Sachs ETF Tr

10.2%

VUGVanguard Index FDS

7.5%

QQQInvesco QQQ Tr

6.2%

NVDANVIDIA Corp

5.1%+3%

VBRVanguard Index FDS

4.8%

AAPLApple Inc.

3.6%

SCHGSchwab Strategic Tr

3.5%

VEA3.1%

VBK2.9%

BRK-BMSFT

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

VTV Vanguard Index FDS 14.2% Held

GSLC Goldman Sachs ETF Tr 10.2% Held

VUG Vanguard Index FDS 7.5% Trimmed −2%

QQQ Invesco QQQ Tr 6.2% Held

NVDA NVIDIA Corp 5.1% Added +3%

VBR Vanguard Index FDS 4.8% Held

AAPL Apple Inc. 3.6% Added +3%

SCHG Schwab Strategic Tr 3.5% Held

VEA Vanguard Tax-Managed FDS 3.1% Held

VBK Vanguard Index FDS 2.9% Held

BRK-B Berkshire Hathaway Inc 2.4% Held MSFT Microsoft Corp 2.4% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 27, 2026 filing

add_circleNew

PFE $203K

arrow_upwardAdded

MAIN +57%
AVGO +24%
WMT +21%
UNH +7%

arrow_downwardTrimmed

CRM −11%
VXUS −6%
VOO −5%
VB −3%

remove_circleSold out

UTG $205K

Nabity-Jensen Investment Management Inc

Where the money is

Biggest moves since Jun 30, 2026

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