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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

Top 10 holdings

By portfolio weight as of Q1 2026.

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