NESTEGG ADVISORS, INC.

The investment strategy is heavily reliant on passive, index-based investing, primarily utilizing Exchange Traded Funds (ETFs). The portfolio is constructed to capture broad market exposure rather than engaging in concentrated stock picking. This approach is typical for wealth management firms focused on asset allocation, risk management, and achieving beta returns for clients rather than seeking alpha through individual security selection. The sheer volume of new positions (32) combined with the AUM growth points to a restructuring or implementation of a new model portfolio during this quarter.

2. Key Holdings