account_balance
Investment manager · 13F filer · SEC CIK 2106942
Nvest Wealth Strategies, Inc.
Reported value$137Mas of Sep 30, 2026
Positions345 69 new, 75 sold out
Top 10 weight80.2%JHMM alone is 18%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JHMMJohn Hancock Exchange Traded
18.3%Trimmed −17%
SCHGSchwab Strategic Tr
14.1%Trimmed −13%
BINV2023 ETF Series Trust
10.8%Added +5%
AVUVAmerican Centy ETF Tr
8.4%
EMLPFirst Tr Exchange-Traded Fd
5.5%Trimmed −13%
HGERHarbor ETF Trust
5.2%
DXJWisdomtree Tr
5.1%
SLYGSPDR Series Trust
4.6%Trimmed −17%
RSPInvesco Exchange Traded Fd T
4.5%Added +4%
AVDSAmerican Centy ETF Tr
3.6%+6%
UNPUnion Pacific Corp
2.7%
DGRW2.4%
JHMMJohn Hancock Exchange Traded
18.3%Trimmed −17%
SCHGSchwab Strategic Tr
14.1%Trimmed −13%
BINV2023 ETF Series Trust
10.8%+5%
AVUVAmerican Centy ETF Tr
8.4%
EMLPFirst Tr Exchange-Traded Fd
5.5%
HGERHarbor ETF Trust
5.2%
DXJWisdomtree Tr
5.1%
SLYGSPDR Series Trust
4.6%
RSP4.5%
AVDS3.6%
UNPDGRW
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
JHMM John Hancock Exchange Traded 18.3% Trimmed −17%
SCHG Schwab Strategic Tr 14.1% Trimmed −13%
BINV 2023 ETF Series Trust 10.8% Added +5%
AVUV American Centy ETF Tr 8.4% Held
EMLP First Tr Exchange-Traded Fd 5.5% Trimmed −13%
HGER Harbor ETF Trust 5.2% Held
DXJ Wisdomtree Tr 5.1% Held
SLYG SPDR Series Trust 4.6% Trimmed −17%
RSP Invesco Exchange Traded Fd T 4.5% Added +4%
AVDS American Centy ETF Tr 3.6% Added +6%
UNP Union Pacific Corp 2.7% Added +17%DGRW Wisdomtree Tr 2.4% Trimmed −62%
What changed
Biggest moves since Jun 30, 2026
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