§ 13F · FUND PROFILE
NESTEGG ADVISORS, INC..
AUM · $141M (13F)Positions · 53Turnover · n/a · Q2Filed · Jul 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 JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 188K | $23M | 16.5% | +303% |
| 2 | IWD | ISHARES TR | 80K | $19M | 13.7% | +1% |
| 3 | IJR | ISHARES TR | 99K | $15M | 10.4% | ±0% |
| 4 | IBDZ | ISHARES TR | 392K | $10M | 7.2% | +23% |
| 5 | RDVY | FIRST TR EXCHANGE TRADED FD | 125K | $10M | 7.1% | +10% |
| 6 | TFLR | T ROWE PRICE EXCHANGE-TRADED | 164K | $8M | 5.8% | +1009% |
| 7 | SCHG | SCHWAB STRATEGIC TR | 232K | $8M | 5.6% | +7% |
| 8 | VUG | VANGUARD INDEX FDS | 85K | $7M | 5.2% | +557% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 67K | $5M | 3.4% | +3% |
| 10 | AAPL | APPLE INC | 14K | $4M | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NESTEGG SIGNAL
AC read
NESTEGG ADVISORS, INC. is a Other fund managing $141 million in assets. The fund runs a portfolio of 53 positions.
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