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.
Nvest Financial, LLC (CIK 1915315) reported $268.4M across 139 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($17.5M, 6.51%), SPY ($13.3M, 4.95%), AAPL ($11.6M, 4.33%), IVE ($11.1M, 4.12%), WMT ($7.3M, 2.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $17.5M | 6.51% | 41,006 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $13.3M | 4.95% | 20,450 | Added |
| 3 | AAPL | APPLE INC | $11.6M | 4.33% | 45,831 | Added |
| 4 | IVE | ISHARES TR | $11.1M | 4.12% | 52,394 | Added |
| 5 | WMT | WALMART INC | $7.3M | 2.73% | 58,903 | Added |
| 6 | GOOGL | ALPHABET INC | $7.1M | 2.63% | 24,533 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.0M | 2.59% | 14,507 | Added |
| 8 | CSB | VICTORY PORTFOLIOS II | $6.9M | 2.55% | 111,016 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $6.8M | 2.53% | 38,869 | Trimmed |
| 10 | TJX | TJX COS INC NEW | $6.5M | 2.44% | 40,930 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $5.8M | 2.16% | 19,725 | Added |
| 12 | QTUM | ETF SER SOLUTIONS | $5.8M | 2.16% | 53,924 | Added |
| 13 | VTWG | VANGUARD SCOTTSDALE FDS | $5.7M | 2.12% | 24,847 | Added |
| 14 | AMZN | AMAZON COM INC | $5.6M | 2.07% | 26,694 | Added |
| 15 | GLD | SPDR GOLD TR | $5.4M | 2.01% | 12,548 | Trimmed |
| 16 | SPYG | SPDR SERIES TRUST | $5.1M | 1.90% | 52,032 | Added |
| 17 | IEV | ISHARES TR | $5.1M | 1.89% | 74,600 | Added |
| 18 | NEE | NEXTERA ENERGY INC | $4.9M | 1.83% | 52,955 | Added |
| 19 | QQQ | INVESCO QQQ TR | $4.8M | 1.78% | 8,266 | Added |
| 20 | MSFT | MICROSOFT CORP | $4.7M | 1.75% | 12,717 | Added |
| 21 | RTX | RTX CORPORATION | $4.6M | 1.73% | 24,023 | Added |
| 22 | XSMO | INVESCO EXCHANGE TRADED FD T | $4.1M | 1.53% | 53,916 | New |
| 23 | NFLX | NETFLIX INC. | $3.9M | 1.44% | 40,230 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $3.6M | 1.36% | 3,662 | Added |
| 25 | V | VISA INC | $3.1M | 1.15% | 10,204 | Added |
Source: SEC Form 13F filings · as of 2026-03-31