Nvest Financial, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location portsmouth, NHCIK 0001915315All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
127 | $240.55M | IWF, AAPL, SPY, IVE | 13F-HR | Feb 10, 2026 | 000195175726000418 | ||
122 | $174.05M | IWF, AAPL, IVE, SPY | 13F-HR | Nov 13, 2025 | 000195175725001414 | ||
106 | $192.01M | IWF, SPY, IVE, AAPL | 13F-HR | Jul 28, 2025 | 000108514625004208 | ||
95 | $186.78M | GQ9, IWF, SPY, AAPL | 13F-HR | Apr 23, 2025 | 000108514625002281 | ||
111 | $196.96M | IWF, GQ9, AAPL, SPY | 13F-HR | Jan 22, 2025 | 000108514625000413 | ||
91 | $175.28M | IWF, GQ9, SPY, AAPL | 13F-HR | Oct 9, 2024 | 000108514624004757 | ||
89 | $162.64M | IWF, GQ9, SPY, IVE | 13F-HR | Jul 19, 2024 | 000108514624003125 | ||
80 | $150.1M | IWF, GQ9, SPY, IVE | 13F-HR | Apr 18, 2024 | 000108514624001904 | ||
69 | $127.15M | IWF, GQ9, IVE, SPY | 13F-HR | Jan 22, 2024 | 000108514624000384 | ||
61 | $107.07M | GQ9, IWF, SPY, IVE | 13F-HR | Oct 13, 2023 | 000108514623003713 | ||
62 | $114.2M | GQ9, IWF, SPY, IVE | 13F-HR | Jul 20, 2023 | 000108514623002779 | ||
63 | $96.04M | IWF, SPY, IVE, AAPL | 13F-HR | Apr 14, 2023 | 000108514623001686 | ||
51 | $79.92M | SPY, IVE, IWF, KRE | 13F-HR | Jan 20, 2023 | 000108514623000238 | ||
47 | $70.73M | IWF, SPY, KRE, IVE | 13F-HR | Oct 13, 2022 | 000108514622003365 | ||
51 | $95.32M | STPZ, SPY, KRE, IWF | 13F-HR | Jul 13, 2022 | 000108514622002374 | ||
70 | $121.7M | STPZ, SPY, VIOV, IWF | 13F-HR | Apr 26, 2022 | 000108514622001559 |