DOSSIER · 13F-HR · Q2 2026

Nest Investments, LLC

$132M in tracked AUM across 39 positions as of Q2 2026.

NI
CIK 0001948755 · last filed Jun 30, 2026
Total AUM
$132M
as of Q2 2026
Holdings
39
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Nest Investments, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GBIL
GOLDMAN SACHS ETF TR
$23M232K17.7%
02
VT
VANGUARD INTL EQUITY INDEX F
$16M101K12.0%
03
BOND
PIMCO ETF TR
$16M170K11.9%
04
SGOV
ISHARES TR
$13M132K10.1%
05
QUAL
ISHARES TR
$10M45K7.6%
06
BLV
VANGUARD BD INDEX FDS
$8M112K5.9%
07
DGRO
ISHARES TR
$7M92K5.3%
08
MINT
PIMCO ETF TR
$4M40K3.1%
09
VNQ
VANGUARD INDEX FDS
$3M32K2.4%
10
VCSH
VANGUARD SCOTTSDALE FDS
$3M38K2.3%

Filing history

2026Q2Jun 30
$132M 7.0%
39 positionsView →
2026Q1Mar 31
$123M 2.9%
35 positionsView →
2025Q4Dec 31
$120M
36 positionsView →