NESTEGG ADVISORS, INC.

Q3 2025 13F Holdings

  • Location
    hauppauge, NY
  • Num holdings

    49

  • Value ($000)

    $112,637

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0002062716
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$21.75M
19 %

46,434

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$15.60M
14 %

76,627

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$12.26M
11 %

103,170

I
IBDV

ISHARES TR

IBONDS DEC 2030
46436E726
$8.79M
8 %

396,924

R
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
33738R506
$6.98M
6 %

103,849

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$6.89M
6 %

216,006

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$5.80M
5 %

12,096

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$3.86M
3 %

64,360

A
AAPL

APPLE INC

COM
037833100
$3.57M
3 %

14,013

I
IBMS

ISHARES TR

IBONDS DEC 2030
46438G687
$3.05M
3 %

116,931

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