Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NESTEGG ADVISORS, INC. (CIK 2062716) reported $113.9M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($19.9M, 17.43%), IWD ($16.9M, 14.88%), IJR ($12.4M, 10.91%), IBDZ ($8.3M, 7.31%), RDVY ($7.8M, 6.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $19.9M | 17.43% | 46,553 | Added |
| 2 | IWD | ISHARES TR | $16.9M | 14.88% | 79,289 | Added |
| 3 | IJR | ISHARES TR | $12.4M | 10.91% | 99,896 | Trimmed |
| 4 | IBDZ | ISHARES TR | $8.3M | 7.31% | 319,564 | Added |
| 5 | RDVY | FIRST TR EXCHANGE TRADED FD | $7.8M | 6.83% | 113,820 | Added |
| 6 | SCHG | SCHWAB STRATEGIC TR | $6.3M | 5.56% | 217,256 | Trimmed |
| 7 | VUG | VANGUARD INDEX FDS | $5.6M | 4.95% | 12,916 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $4.2M | 3.66% | 65,101 | Trimmed |
| 9 | AAPL | APPLE INC | $3.6M | 3.13% | 14,039 | Trimmed |
| 10 | PFM | INVESCO EXCHANGE TRADED FD T | $2.5M | 2.22% | 49,575 | Added |
| 11 | SCHF | SCHWAB STRATEGIC TR | $2.4M | 2.15% | 98,767 | Added |
| 12 | BSMY | INVESCO EXCH TRD SLF IDX FD | $1.9M | 1.67% | 78,459 | Added |
| 13 | SCHA | SCHWAB STRATEGIC TR | $1.6M | 1.39% | 54,444 | Trimmed |
| 14 | IBMS | ISHARES TR | $1.5M | 1.36% | 59,762 | Trimmed |
| 15 | IBDV | ISHARES TR | $1.5M | 1.32% | 68,427 | Trimmed |
| 16 | PID | INVESCO EXCHANGE TRADED FD T | $1.1M | 0.96% | 49,272 | Trimmed |
| 17 | VIOO | VANGUARD ADMIRAL FDS INC | $1.1M | 0.92% | 9,150 | Added |
| 18 | VNQ | VANGUARD INDEX FDS | $956,688 | 0.84% | 10,786 | Trimmed |
| 19 | EFA | ISHARES TR | $926,297 | 0.81% | 9,537 | Hold |
| 20 | IWV | ISHARES TR | $925,593 | 0.81% | 2,497 | Hold |
| 21 | VB | VANGUARD INDEX FDS | $837,586 | 0.74% | 3,198 | Added |
| 22 | TFLR | T ROWE PRICE ETF INC | $745,049 | 0.65% | 14,794 | New |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $677,828 | 0.60% | 680 | Trimmed |
| 24 | IBDW | ISHARES TR | $564,549 | 0.50% | 26,973 | Added |
| 25 | IBDY | ISHARES TR | $569,290 | 0.50% | 22,023 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31