§ 13F · FUND PROFILE
NESTEGG ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $113M (13F)Positions · 49Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 47K | $20M | 17.4% | +1% |
| 2 | IWD | ISHARES TR | 79K | $17M | 14.9% | +4% |
| 3 | IJR | ISHARES TR | 100K | $12M | 10.9% | −2% |
| 4 | IBDZ | ISHARES TR | 320K | $8M | 7.3% | +72% |
| 5 | RDVY | FIRST TR EXCHANGE TRADED FD | 114K | $8M | 6.8% | +3% |
| 6 | SCHG | SCHWAB STRATEGIC TR | 217K | $6M | 5.6% | −1% |
| 7 | VUG | VANGUARD INDEX FDS | 13K | $6M | 5.0% | +2% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 65K | $4M | 3.7% | ±0% |
| 9 | AAPL | APPLE INC | 14K | $4M | 3.1% | ±0% |
| 10 | PFM | INVESCO EXCHANGE TRADED FD T | 50K | $3M | 2.2% | ±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 $113 million in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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