§ 13F · FUND PROFILE
Nvest Wealth Strategies, Inc..
AUM · $160M (13F)Positions · 393Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 423K | $32M | — | — |
| 2 | SCHG | SCHWAB STRATEGIC TR | 620K | $21M | — | — |
| 3 | BINV | 2023 ETF SERIES TRUST | 329K | $14M | — | — |
| 4 | AVUV | AMERICAN CENTY ETF TR | 100K | $13M | — | — |
| 5 | EMLP | FIRST TR EXCHANGE-TRADED FD | 211K | $9M | — | — |
| 6 | DGRW | WISDOMTREE TR | 90K | $9M | — | — |
| 7 | SLYG | SPDR SERIES TRUST | 71K | $8M | — | — |
| 8 | DXJ | WISDOMTREE TR | 39K | $7M | — | — |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 29K | $6M | — | — |
| 10 | HGER | HARBOR ETF TRUST | 206K | $6M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NVEST SIGNAL
AC read
Nvest Wealth Strategies, Inc. is a Other fund managing $160 million in assets. The fund runs a broad portfolio of 393 positions.
Read the full dossier →