§ 13F · FUND PROFILE
NESTEGG ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $103.9T (13F)Positions · 46Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 46K | $21.9T | 18.7% | ±0% |
| 2 | IWD | ISHARES TR | 77K | $16.1T | 13.8% | ±0% |
| 3 | IJR | ISHARES TR | 102K | $12.3T | 10.5% | −1% |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | 111K | $7.7T | 6.6% | +7% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 219K | $7.2T | 6.1% | +2% |
| 6 | VUG | VANGUARD INDEX FDS | 13K | $6.2T | 5.3% | +5% |
| 7 | IBDZ | ISHARES TR | 186K | $4.9T | 4.2% | NEW |
| 8 | IBDV | ISHARES TR | 211K | $4.7T | 4.0% | −47% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 65K | $4.1T | 3.5% | +1% |
| 10 | AAPL | APPLE INC | 14K | $3.8T | 3.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NESTEGG SIGNAL
AC read
NESTEGG ADVISORS, INC. is a Other fund managing $103851.7 trillion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed