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Nvest Wealth Strategies, Inc. 13F holdings

Filed 2026-07-10 · Nvest Wealth Strategies, Inc. · 393 positions · $160.0M

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TickerCompanySharesValue% of portfolio
JHMMJOHN HANCOCK EXCHANGE TRADED423.5K$31.7M19.8%
SCHGSCHWAB STRATEGIC TR620.1K$21.0M13.1%
—2023 ETF SERIES TRUST329.4K$13.8M8.6%
AVUVAMERICAN CENTY ETF TR100.2K$12.5M7.8%
EMLPFIRST TR EXCHANGE-TRADED FD211.1K$9.2M5.7%
DGRWWISDOMTREE TR89.5K$8.6M5.3%
SLYGSPDR SERIES TRUST70.7K$8.4M5.3%
DXJWISDOMTREE TR38.6K$6.7M4.2%
RSPINVESCO EXCHANGE TRADED FD T28.7K$6.1M3.8%
HGERHARBOR ETF TRUST205.6K$6.0M3.8%
SLYVSPDR SERIES TRUST50.3K$5.5M3.4%
AVDSAMERICAN CENTY ETF TR59.3K$4.5M2.8%
IHDGWISDOMTREE TR78.0K$4.1M2.6%
UNPUNION PAC CORP11.5K$3.1M2.0%
—EA SERIES TRUST49.7K$2.8M1.7%
FNDFSCHWAB STRATEGIC TR47.5K$2.5M1.6%
NVDANVIDIA CORPORATION6.5K$1.3M0.8%
AVMVAMERICAN CENTY ETF TR15.2K$1.2M0.8%
AVDVAMERICAN CENTY ETF TR11.0K$1.1M0.7%
TDVGT ROWE PRICE EXCHANGE-TRADED22.6K$1.1M0.7%
VBKVANGUARD INDEX FDS2.3K$829,4080.5%
NVDANVIDIA CORPORATION4.0K$800,3600.5%
PPGPPG INDS INC4.9K$598,3350.4%
—EA SERIES TRUST8.4K$461,4970.3%
AAPLAPPLE INC1.6K$448,4890.3%
JBHTHUNT J B TRANS SVCS INC1.1K$330,5300.2%
TCHPT ROWE PRICE EXCHANGE-TRADED5.9K$294,3790.2%
AMZNAMAZON COM INC1.1K$274,0910.2%
QQQINVESCO QQQ TR366$269,5230.2%
VIGIVANGUARD WHITEHALL FDS2.8K$264,5460.2%
USFRWISDOMTREE TR4.2K$210,8660.1%
CATCATERPILLAR INC193$205,1770.1%
AEPAMERICAN ELEC PWR CO INC1.3K$179,0580.1%
QQQINVESCO QQQ TR200$147,2800.1%
PGPROCTER & GAMBLE CO924$135,4960.1%
SHOPSHOPIFY INC1.0K$114,1800.1%
QGROAMERICAN CENTY ETF TR853$100,7490.1%
GEGE AEROSPACE225$83,9480.1%
GOOGLALPHABET INC221$79,0850.0%
GSGOLDMAN SACHS GROUP INC73$73,9640.0%
FENYFIDELITY COVINGTON TRUST2.5K$73,9000.0%
PLTRPALANTIR TECHNOLOGIES INC629$73,3860.0%
JNJJOHNSON & JOHNSON274$69,4930.0%
MCDMCDONALDS CORP257$69,4700.0%
TSLATESLA INC157$66,0350.0%
MSFTMICROSOFT CORP177$65,8450.0%
JPMJPMORGAN CHASE & CO193$63,2240.0%
VRSNVERISIGN INC242$60,8780.0%
—STERIS PLC277$58,3280.0%
STLDSTEEL DYNAMICS INC250$57,3650.0%
GLDSPDR GOLD TR155$57,0990.0%
ABBVABBVIE INC222$55,8570.0%
TMOTHERMO FISHER SCIENTIFIC INC110$55,1500.0%
GEVGE VERNOVA INC46$54,2250.0%
SLVISHARES SILVER TR987$52,7570.0%
QTUMETF SER SOLUTIONS309$51,1030.0%
SGOLETFS GOLD TR1.2K$47,7880.0%
LLYELI LILLY & CO39$47,1320.0%
FTNTFORTINET INC260$39,9420.0%
SPGIS&P GLOBAL INC94$38,2830.0%
Top Fund Holdings
13F
Top Fund Holdings

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