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 Wealth Strategies, Inc. (CIK 2106942) reported $160.0M across 351 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JHMM ($31.7M, 19.84%), SCHG ($21.0M, 13.12%), BINV ($13.8M, 8.64%), AVUV ($12.5M, 7.81%), EMLP ($9.2M, 5.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $31.7M | 19.84% | 423,460 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $21.0M | 13.12% | 620,125 | Added |
| 3 | BINV | 2023 ETF SERIES TRUST | $13.8M | 8.64% | 329,409 | Added |
| 4 | AVUV | AMERICAN CENTY ETF TR | $12.5M | 7.81% | 100,202 | Added |
| 5 | EMLP | FIRST TR EXCHANGE-TRADED FD | $9.2M | 5.74% | 211,073 | Added |
| 6 | DGRW | WISDOMTREE TR | $8.6M | 5.35% | 89,504 | Trimmed |
| 7 | SLYG | SPDR SERIES TRUST | $8.4M | 5.26% | 70,704 | Added |
| 8 | DXJ | WISDOMTREE TR | $6.7M | 4.18% | 38,553 | Added |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $6.1M | 3.82% | 28,731 | Added |
| 10 | HGER | HARBOR ETF TRUST | $6.0M | 3.77% | 205,635 | Added |
| 11 | SLYV | SPDR SERIES TRUST | $5.5M | 3.43% | 50,259 | Added |
| 12 | AVDS | AMERICAN CENTY ETF TR | $4.5M | 2.79% | 59,263 | Added |
| 13 | IHDG | WISDOMTREE TR | $4.1M | 2.55% | 78,033 | Trimmed |
| 14 | UNP | UNION PAC CORP | $3.1M | 1.95% | 11,492 | Added |
| 15 | USEW | EA SERIES TRUST | $2.8M | 1.73% | 49,699 | Hold |
| 16 | FNDF | SCHWAB STRATEGIC TR | $2.5M | 1.57% | 47,472 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $2.1M | 1.31% | 6,479 | Trimmed |
| 18 | AVMV | AMERICAN CENTY ETF TR | $1.2M | 0.76% | 15,178 | Added |
| 19 | AVDV | AMERICAN CENTY ETF TR | $1.1M | 0.71% | 10,964 | Added |
| 20 | TDVG | T ROWE PRICE EXCHANGE-TRADED | $1.1M | 0.69% | 22,591 | Added |
| 21 | VBK | VANGUARD INDEX FDS | $829,408 | 0.52% | 2,268 | Trimmed |
| 22 | PPG | PPG INDS INC | $598,699 | 0.37% | 4,936 | Added |
| 23 | GEW | EA SERIES TRUST | $461,497 | 0.29% | 8,437 | Hold |
| 24 | AAPL | APPLE INC | $453,409 | 0.28% | 1,567 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $416,803 | 0.26% | 366 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30