What does Nvest Wealth Strategies, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Nvest Wealth Strategies, Inc. 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

JOHN HANCOCK EXCHANGE TRADED

$28M417K19.6%

SCHWAB STRATEGIC TR

$18M609K12.4%

2023 ETF SERIES TRUST

$13M313K9.0%

AMERICAN CENTY ETF TR

$11M98K7.6%

FIRST TR EXCHANGE-TRADED FD

$9M205K6.3%

WISDOMTREE TR

$8M90K5.5%

SPDR SERIES TRUST

$7M70K4.7%

HARBOR ETF TRUST

$6M198K4.3%

WISDOMTREE TR

$6M38K4.2%

INVESCO EXCHANGE TRADED FD T

$5M28K3.7%

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