Nvest Wealth Strategies, Inc.

Est. AUM

$137.6M

13F long equity, this entity only

Positions

394

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$28.0M	416595	20.32%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$17.7M	609120	12.89%	SOLE
3	2023 ETF SERIES TRUST	BRANDES INTERNAT	$12.9M	313279	9.38%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$10.9M	98263	7.89%	SOLE
5	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$8.9M	204572	6.49%	SOLE
6	WISDOMTREE TR	US QTLY DIV GRT	$7.9M	89773	5.73%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$6.8M	70163	4.93%	SOLE
8	HARBOR ETF TRUST	HARBOR COMMODITY	$6.1M	197995	4.46%	SOLE
9	WISDOMTREE TR	JAPN HEDGE EQT	$6.0M	37562	4.33%	SOLE
10	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.3M	27527	3.84%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$4.8M	50231	3.45%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS INTL SML	$4.0M	56116	2.93%	SOLE
13	WISDOMTREE TR	ITL HDG QTLY DIV	$3.8M	78273	2.74%	SOLE
14	EA SERIES TRUST	CAMBRIA US EQUAL	$2.4M	49699	1.76%	SOLE
15	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$2.3M	47553	1.69%	SOLE
16	NVIDIA CORPORATION	COM	$1.2M	6914	0.88%	SOLE
17	AMERICAN CENTY ETF TR	AVANTIS US MID C	$1.1M	14861	0.80%	SOLE
18	AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.1M	10620	0.77%	SOLE
19	NVIDIA CORPORATIONPUT	PUT	$698K	4000	0.51%	SOLE
20	VANGUARD INDEX FDS	SML CP GRW ETF	$687K	2272	0.50%	SOLE
21	T ROWE PRICE ETF INC	PRICE DIV GRWT	$527K	11802	0.38%	SOLE
22	EA SERIES TRUST	CAMBRIA GLOBAL	$425K	8437	0.31%	SOLE
23	AMAZON COM INC	COM	$273K	1309	0.20%	SOLE
24	T ROWE PRICE ETF INC	PRICE BLUE CHIP	$250K	5656	0.18%	SOLE
25	VANGUARD WHITEHALL FDS	INTL DVD ETF	$249K	2815	0.18%	SOLE
26	HUNT J B TRANS SVCS INC	COM	$242K	1142	0.18%	SOLE
27	INVESCO QQQ TR	UNIT SER 1	$240K	415	0.17%	SOLE
28	PALANTIR TECHNOLOGIES INC	CL A	$161K	1098	0.12%	SOLE
29	WISDOMTREE TR	FLOATNG RAT TREA	$146K	2910	0.11%	SOLE
30	CATERPILLAR INC	COM	$136K	193	0.10%	SOLE
31	PROCTER & GAMBLE CO	COM	$133K	924	0.10%	SOLE
32	INVESCO QQQ TRPUT	PUT	$115K	200	0.08%	SOLE
33	TESLA INC	COM	$112K	302	0.08%	SOLE
34	AMERICAN CENTY ETF TR	US QUALITY GROW	$90K	853	0.07%	SOLE
35	FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$85K	2500	0.06%	SOLE
36	MCDONALDS CORP	COM	$80K	257	0.06%	SOLE
37	MORGAN STANLEY	COM NEW	$69K	418	0.05%	SOLE
38	SPDR GOLD TR	GOLD SHS	$67K	155	0.05%	SOLE
39	GE AEROSPACE	COM NEW	$64K	224	0.05%	SOLE
40	GOLDMAN SACHS GROUP INC	COM	$62K	73	0.05%	SOLE
41	STERIS PLC	SHS USD	$61K	277	0.04%	SOLE
42	ETFS GOLD TR	PHYSCL GOLD SHS	$56K	1250	0.04%	SOLE
43	THERMO FISHER SCIENTIFIC INC	COM	$54K	110	0.04%	SOLE
44	ELI LILLY & CO	COM	$52K	56	0.04%	SOLE
45	ABBVIE INC	COM	$48K	220	0.03%	SOLE
46	EXXON MOBIL CORP	COM	$45K	265	0.03%	SOLE
47	STEEL DYNAMICS INC	COM	$45K	250	0.03%	SOLE
48	FORTINET INC	COM	$42K	520	0.03%	SOLE
49	SOUTHWEST AIRLS CO	COM	$42K	1130	0.03%	SOLE
50	HOME DEPOT INC	COM	$35K	105	0.03%	SOLE

1–50 of 394

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.