account_balance
Investment manager · 13F filer · SEC CIK 2062716
Nestegg Advisors, Inc.
Reported value$152Mas of Sep 30, 2026
Positions59 9 new, 3 sold out
Top 10 weight75.6%IWF alone is 16%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWFiShares Tr
16.1%Added +4%
IWDiShares Tr
13.0%
IJRiShares Tr
8.8%
TFLRT Rowe Price Exchange-Traded
7.6%Added +39%
IBDZiShares Tr
6.6%Added +4%
RDVYFirst Tr Exchange Traded Fd
6.2%Trimmed −3%
SCHGSchwab Strategic Tr
5.8%Added +5%
VUGVanguard Index FDS
5.3%Added +4%
VEAVanguard Tax-Managed FDS
3.3%
AAPLApple Inc.
3.1%
SCHFSchwab Strategic Tr
2.5%
BSMYInvesco Exch TRD SLF Idx Fd
2.0%
IWFiShares Tr
16.1%Added +4%
IWDiShares Tr
13.0%
IJRiShares Tr
8.8%
TFLRT Rowe Price Exchange-Traded
7.6%
IBDZiShares Tr
6.6%+4%
RDVYFirst Tr Exchange Traded Fd
6.2%
SCHGSchwab Strategic Tr
5.8%+5%
VUGVanguard Index FDS
5.3%+4%
VEA
AAPLSCHF
BSMY
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 16.1% Added +4%
IWD iShares Tr 13.0% Held
IJR iShares Tr 8.8% Held
TFLR T Rowe Price Exchange-Traded 7.6% Added +39%
IBDZ iShares Tr 6.6% Added +4%
RDVY First Tr Exchange Traded Fd 6.2% Trimmed −3%
SCHG Schwab Strategic Tr 5.8% Added +5%
VUG Vanguard Index FDS 5.3% Added +4%
VEA Vanguard Tax-Managed FDS 3.3% Added +5%
AAPL Apple Inc. 3.1% HeldSCHF Schwab Strategic Tr 2.5% Added +9%
BSMY Invesco Exch TRD SLF Idx Fd 2.0% Added +6%
What changed
Biggest moves since Jun 30, 2026
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