Nest Investments, LLC 13F Holdings · Q2 2026
Nest Investments, LLC reported 34 securities worth $131.62M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GBIL (17.67%), VT (12.01%), BOND (11.92%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GBIL | GOLDMAN SACHS ETF TR | $23.3M | 17.67% | 232,144 | Trimmed |
| 2 | VT | VANGUARD INTL EQUITY INDEX F | $15.8M | 12.01% | 100,723 | Trimmed |
| 3 | BOND | PIMCO ETF TR | $15.7M | 11.92% | 170,171 | Added |
| 4 | SGOV | ISHARES TR | $13.3M | 10.12% | 132,254 | Trimmed |
| 5 | QUAL | ISHARES TR | $9.9M | 7.56% | 45,332 | Added |
| 6 | BLV | VANGUARD BD INDEX FDS | $7.7M | 5.85% | 111,715 | Added |
| 7 | DGRO | ISHARES TR | $7.0M | 5.30% | 91,960 | Added |
| 8 | MINT | PIMCO ETF TR | $4.0M | 3.06% | 39,980 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $3.1M | 2.37% | 32,353 | Added |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $3.0M | 2.28% | 37,919 | Added |
| 11 | IWF | ISHARES TR | $2.7M | 2.07% | 21,954 | Added |
| 12 | MTUM | ISHARES TR | $2.7M | 2.04% | 7,846 | Added |
| 13 | IVV | ISHARES TR | $2.6M | 2.00% | 3,515 | Added |
| 14 | IWN | ISHARES TR | $2.0M | 1.53% | 9,084 | Trimmed |
| 15 | VGSH | VANGUARD SCOTTSDALE FDS | $1.9M | 1.42% | 32,140 | Added |
| 16 | DVY | ISHARES TR | $1.6M | 1.23% | 10,370 | Added |
| 17 | USMV | ISHARES TR | $1.6M | 1.23% | 16,844 | Added |
| 18 | PDBC | INVESCO ACTVELY MNGD ETC FD | $1.5M | 1.17% | 96,996 | Trimmed |
| 19 | SFLR | INNOVATOR ETFS TRUST | $1.2M | 0.93% | 31,647 | Added |
| 20 | IAU | ISHARES GOLD TR | $1.2M | 0.89% | 15,429 | Trimmed |
| 21 | TIPX | SPDR SERIES TRUST | $1.1M | 0.86% | 59,737 | Added |
| 22 | TIP | ISHARES TR | $1.0M | 0.76% | 9,196 | Added |
| 23 | VNQI | VANGUARD INTL EQUITY INDEX F | $997,654 | 0.76% | 22,244 | Added |
| 24 | PSTP | INNOVATOR ETFS TRUST | $959,843 | 0.73% | 26,093 | Added |
| 25 | XMMO | INVESCO EXCHANGE TRADED FD T | $955,076 | 0.73% | 5,613 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR