13F Insight
DOSSIER · 13F-HR · Q1 2026

Nvest Financial, LLC

$268M in tracked AUM across 139 positions as of Q1 2026.

NF
CIK 0001915315 · last filed Mar 31, 2026
Total AUM
$268M
as of Q1 2026
Holdings
139
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Nvest Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWF
ISHARES TR
$17M41K6.5%02
SPY
STATE STR SPDR S&P 500 ETF T
$13M20K5.0%03
AAPL
APPLE INC
$12M46K4.3%04
IVE
ISHARES TR
$11M52K4.1%05
WMT
WALMART INC
$7M59K2.7%06
GOOGL
ALPHABET INC
$7M25K2.6%07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M15K2.6%08
CSB
VICTORY PORTFOLIOS II
$7M111K2.6%09
NVDA
NVIDIA CORPORATION
$7M39K2.5%10
TJX
TJX COS INC NEW
$7M41K2.4%

Filing history

2026Q1Mar 31
$268M▲ 11.6%
139 positionsView →2025Q4Dec 31
$241M▲ 38.2%
127 positionsView →2025Q3Sep 30
$174M▼ 9.4%
122 positionsView →2025Q2Jun 30
$192M▲ 2.8%
106 positionsLocked2025Q1Mar 31
$187M▼ 5.2%
95 positionsLocked2024Q4Dec 31
$197M▲ 12.4%
111 positionsLocked2024Q3Sep 30
$175M▲ 7.8%
91 positionsLocked2024Q2Jun 30
$163M▲ 8.4%
89 positionsLocked2024Q1Mar 31
$150M▲ 18.0%
80 positionsLocked2023Q4Dec 31
$127M▲ 18.8%
69 positionsLocked2023Q3Sep 30
$107M▼ 6.2%
61 positionsLocked2023Q2Jun 30
$114M▲ 18.9%
62 positionsLocked
Showing 12 of 17