§ 13F · FUND PROFILE
Nvest Wealth Strategies, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 216Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$136.3T 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 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 432K | $28.3T | 20.7% | NEW |
| 2 | SCHG | SCHWAB STRATEGIC TR | 588K | $19.2T | 14.1% | NEW |
| 3 | BINV | 2023 ETF SERIES TRUST | 264K | $10.6T | 7.8% | NEW |
| 4 | AVUV | AMERICAN CENTY ETF TR | 101K | $10.3T | 7.6% | NEW |
| 5 | EMLP | FIRST TR EXCHANGE-TRADED FD | 219K | $8.3T | 6.1% | NEW |
| 6 | DGRW | WISDOMTREE TR | 89K | $8.0T | 5.9% | NEW |
| 7 | SLYG | SPDR SERIES TRUST | 79K | $7.4T | 5.4% | NEW |
| 8 | IHDG | WISDOMTREE TR | 111K | $5.4T | 4.0% | NEW |
| 9 | HGER | HARBOR ETF TRUST | 198K | $4.9T | 3.6% | NEW |
| 10 | DXJ | WISDOMTREE TR | 33K | $4.7T | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NVEST SIGNAL
AC read
Nvest Wealth Strategies, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed