13F Insight
DOSSIER · 13F-HR · Q2 2026

Nvest Financial, LLC

$316M in tracked AUM across 150 positions as of Q2 2026.

NF
CIK 0001915315 · last filed Jun 30, 2026
Total AUM
$316M
as of Q2 2026
Holdings
150
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Nvest Financial, 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
IWF
ISHARES TR
$20M161K6.3%02
SPY
STATE STR SPDR S&P 500 ETF T
$17M23K5.5%03
AAPL
APPLE INC
$12M42K3.9%04
IVE
ISHARES TR
$12M53K3.8%05
QTUM
ETF SER SOLUTIONS
$9M54K2.8%06
GOOGL
ALPHABET INC
$8M23K2.7%07
VTWG
VANGUARD SCOTTSDALE FDS
$8M27K2.5%08
NVDA
NVIDIA CORPORATION
$7M37K2.4%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M15K2.3%10
CSB
VICTORY PORTFOLIOS II
$7M111K2.3%

Filing history

2026Q2Jun 30
$316M▲ 17.8%
150 positionsView →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 positionsLocked
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