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NESTEGG ADVISORS, INC.

Q2 2026 13F Holdings

  • Location
    hauppauge, NY
  • Num holdings

    53

  • Value ($000)

    $141,410

  • Date Filed
    07/14/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$23.31M
17 %

187,709

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$19.4M
14 %

80,035

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$14.75M
10 %

99,424

I
IBDZ

ISHARES TR

IBONDS DEC 2034
46438G653
$10.21M
7 %

392,084

R
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
33738R506
$10.11M
7 %

124,730

T
TFLR

T ROWE PRICE EXCHANGE-TRADED

FLOATING RATE
87283Q883
$8.27M
6 %

164,015

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$7.86M
6 %

232,176

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$7.32M
5 %

84,922

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$4.77M
3 %

66,927

A
AAPL

APPLE INC

COM
037833100
$4.07M
3 %

14,052

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