Institutions / Nvest Financial, LLC
Nvest Financial, LLC
CIK 1915315 · Institution · as of Dec 31, 2025
Portfolio value
$240.55M
Positions
127
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 127 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $19.00M | 7.9% |
| Apple Inc. | $12.19M | 5.1% |
| SPDR S&P 500 ETF Tr | $11.25M | 4.7% |
| iShares Tr | $10.63M | 4.4% |
| Alphabet Inc. | $7.53M | 3.1% |
| NVIDIA Corp | $7.50M | 3.1% |
| Warren E. Buffett | $7.08M | 2.9% |
| Walmart Inc. | $6.48M | 2.7% |
| JPMorgan Chase & Co | $6.26M | 2.6% |
| Amazon.com Inc | $6.07M | 2.5% |
| TJX Cos Inc/The | $6.03M | 2.5% |
| Microsoft Corp | $5.88M | 2.4% |
| ETF Ser Solutions | $5.67M | 2.4% |
| SPDR Gold Tr | $5.03M | 2.1% |
| SPDR Series Trust | $4.71M | 2.0% |
| iShares Tr | $4.60M | 1.9% |
| Invesco Qqq Tr | $4.59M | 1.9% |
| RTX Corp | $4.36M | 1.8% |
| Nextera Energy Inc | $3.93M | 1.6% |
| Netflix Inc | $3.62M | 1.5% |
| Visa Inc | $3.43M | 1.4% |
| First Tr Exchng Traded Fd VI | $3.02M | 1.3% |
| Costco Wholesale Corp /New | $2.87M | 1.2% |
| Meta Platforms Inc | $2.65M | 1.1% |
| iShares Tr | $2.53M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.