What does Nvest Financial, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$17M41K6.5%

STATE STR SPDR S&P 500 ETF T

$13M20K5.0%

APPLE INC

$12M46K4.3%

ISHARES TR

$11M52K4.1%

WALMART INC

$7M59K2.7%

ALPHABET INC

$7M25K2.6%

BERKSHIRE HATHAWAY INC DEL

$7M15K2.6%

VICTORY PORTFOLIOS II

$7M111K2.6%

NVIDIA CORPORATION

$7M39K2.5%

TJX COS INC NEW

$7M41K2.4%

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