§ 13F · FUND PROFILE
Nvest Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $192.0T (13F)Positions · 106Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.3T 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 FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 40K | $19.0T | 7.9% | +38% |
| 2 | AAPL | APPLE INC | 45K | $12.2T | 5.1% | +41% |
| 3 | SPY | SPDR S&P 500 ETF TR | 17K | $11.3T | 4.7% | +47% |
| 4 | IVE | ISHARES TR | 50K | $10.6T | 4.4% | +34% |
| 5 | GOOGL | ALPHABET INC | 24K | $7.5T | 3.1% | +41% |
| 6 | NVDA | NVIDIA CORPORATION | 40K | $7.5T | 3.1% | +13% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 14K | $7.1T | 2.9% | +48% |
| 8 | WMT | WALMART INC | 58K | $6.5T | 2.7% | +46% |
| 9 | JPM | JPMORGAN CHASE & CO. | 19K | $6.3T | 2.6% | +33% |
| 10 | AMZN | AMAZON COM INC | 26K | $6.1T | 2.5% | +47% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NVEST SIGNAL
AC read
Nvest Financial, LLC is a Other fund managing $192005.9 trillion in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 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