Nest Investments

Latest statistics and disclosures from Nest Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GBIL, BOND, VT, SGOV, QUAL, and represent 61.57% of Nest Investments's stock portfolio.
  • Added to shares of these 10 stocks: BOND, BLV, QUAL, MINT, VCSH, VT, DGRO, IVV, MTUM, USMV.
  • Reduced shares in these 6 stocks: GBIL, SGOV, IAU, AOA, VGSH, PDBC.
  • Sold out of its position in AOA.
  • Nest Investments was a net buyer of stock by $3.7M.
  • Nest Investments has $123M in assets under management (AUM), dropping by 2.94%.
  • Central Index Key (CIK): 0001948755

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Portfolio Holdings for Nest Investments

Nest Investments holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Acces Treasury (GBIL) 19.5 $24M -5% 239k 100.19
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Pimco Etf Tr Active Bd Etf (BOND) 12.3 $15M +11% 164k 92.28
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 11.8 $15M +2% 105k 138.32
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Ishares Tr 0-3 Mnth Treasry (SGOV) 11.1 $14M -5% 136k 100.66
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Ishares Tr Msci Usa Qlt Fct (QUAL) 6.8 $8.4M +6% 44k 191.81
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Vanguard Bd Index Fds Long Term Bond (BLV) 6.0 $7.4M +8% 108k 68.78
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Ishares Tr Core Div Grwth (DGRO) 5.0 $6.2M +5% 89k 70.18
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.7 $3.4M +17% 33k 100.57
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.3 $2.9M +16% 36k 79.27
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Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $2.8M +7% 32k 88.70
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Ishares Gold Tr Ishares New (IAU) 1.9 $2.4M -11% 27k 88.16
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $2.3M +6% 5.3k 426.42
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Ishares Tr Core S&p500 Etf (IVV) 1.6 $2.0M +19% 3.0k 653.15
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.5 $1.8M -6% 31k 58.54
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Ishares Tr Msci Usa Mmentm (MTUM) 1.4 $1.7M +20% 7.3k 240.00
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Ishares Tr Rus 2000 Val Etf (IWN) 1.4 $1.7M +2% 9.1k 189.60
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.4 $1.7M -6% 98k 17.32
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Ishares Tr Msci Usa Min Vol (USMV) 1.2 $1.5M +15% 16k 92.74
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Ishares Tr Select Divid Etf (DVY) 1.2 $1.5M +6% 10k 151.41
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Spdr Series Trust State Stret Spdr (TIPX) 0.9 $1.1M +17% 57k 19.19
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Innovator Etfs Trust Quity Managd Flr (SFLR) 0.9 $1.1M +14% 31k 35.41
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Ishares Tr Tips Bd Etf (TIP) 0.8 $987k +4% 8.9k 110.36
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $973k +4% 22k 44.45
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Innovator Etfs Trust Power Buffer Set (PSTP) 0.7 $875k +15% 25k 34.47
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Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.6 $779k +14% 24k 32.46
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.6 $729k +17% 5.0k 145.02
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $559k +17% 2.1k 261.98
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.4 $470k +31% 20k 23.98
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $408k +12% 7.2k 56.79
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Past Filings by Nest Investments

SEC 13F filings are viewable for Nest Investments going back to 2026