§ 13F · FUND PROFILE
Nest Investments, LLC.
AUM · $132M (13F)Positions · 39Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GBIL | GOLDMAN SACHS ETF TR | 189K | $19M | 14.4% | −3% |
| 2 | VT | VANGUARD INTL EQUITY INDEX F | 101K | $16M | 12.0% | −4% |
| 3 | BOND | PIMCO ETF TR | 170K | $16M | 11.9% | +4% |
| 4 | SGOV | ISHARES TR | 108K | $11M | 8.3% | −3% |
| 5 | QUAL | ISHARES TR | 45K | $10M | 7.6% | +3% |
| 6 | BLV | VANGUARD BD INDEX FDS | 112K | $8M | 5.9% | +4% |
| 7 | DGRO | ISHARES TR | 70K | $5M | 4.0% | +4% |
| 8 | GBIL | GOLDMAN SACHS ETF TR | 43K | $4M | 3.3% | — |
| 9 | MINT | PIMCO ETF TR | 40K | $4M | 3.1% | +20% |
| 10 | VNQ | VANGUARD INDEX FDS | 32K | $3M | 2.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEST SIGNAL
AC read
Nest Investments, LLC is a institutional fund managing $132 million in assets. The fund runs a portfolio of 39 positions.
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