Nvest Wealth Strategies
Latest statistics and disclosures from Nvest Wealth Strategies's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002106942
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Positions held by Nvest Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Nvest Wealth Strategies
Nvest Wealth Strategies holds 214 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 20.7 | $28M | 432k | 65.48 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 14.1 | $19M | 588k | 32.62 |
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| 2023 Etf Series Trust Brandes Internat (BINV) | 7.8 | $11M | 264k | 40.14 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 7.6 | $10M | 101k | 101.98 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 6.1 | $8.3M | 219k | 37.87 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 5.9 | $8.0M | 90k | 89.43 |
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| Spdr Series Trust State Street Spd (SLYG) | 5.4 | $7.4M | 79k | 94.19 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 4.0 | $5.4M | 112k | 48.66 |
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| Harbor Etf Trust Harbor Commodity (HGER) | 3.6 | $4.9M | 198k | 24.82 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 3.4 | $4.7M | 33k | 144.16 |
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| Spdr Series Trust State Street Spd (SLYV) | 3.4 | $4.6M | 51k | 90.97 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.4 | $4.6M | 24k | 191.56 |
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| Union Pacific Corporation (UNP) | 2.3 | $3.1M | 13k | 231.32 |
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| Ea Series Trust Cambria Us Equal | 1.9 | $2.6M | 51k | 50.75 |
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| NVIDIA Corporation (NVDA) | 1.6 | $2.2M | 12k | 186.51 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.5 | $2.1M | 46k | 45.21 |
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| American Centy Etf Tr Avantis Us Mid C (AVMV) | 0.8 | $1.0M | 15k | 71.20 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.6 | $788k | 8.4k | 93.97 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $725k | 2.4k | 302.11 |
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| Apple (AAPL) | 0.4 | $572k | 2.1k | 271.91 |
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| PPG Industries (PPG) | 0.4 | $505k | 4.9k | 102.47 |
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| Invesco Qqq Tr Put Put Option (Principal) (QQQ) | 0.3 | $453k | 737.00 | 614.31 |
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| Ea Series Trust Cambria Global | 0.3 | $434k | 8.4k | 51.40 |
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| Direxion Shs Etf Tr Auspce Cmd Stg (COM) | 0.2 | $333k | 11k | 29.58 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $290k | 3.2k | 91.45 |
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| Amazon (AMZN) | 0.2 | $271k | 1.2k | 230.82 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.2 | $264k | 5.3k | 49.86 |
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| J.B. Hunt Transport Services (JBHT) | 0.2 | $222k | 1.1k | 194.34 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $171k | 963.00 | 177.75 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $161k | 1.0k | 160.97 |
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| American Electric Power Company (AEP) | 0.1 | $151k | 1.3k | 115.31 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $150k | 3.0k | 50.32 |
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| BP Sponsored Adr (BP) | 0.1 | $136k | 3.9k | 34.73 |
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| Tesla Motors (TSLA) | 0.1 | $136k | 302.00 | 449.72 |
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| Procter & Gamble Company (PG) | 0.1 | $132k | 924.00 | 143.31 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 0.1 | $124k | 1.1k | 114.52 |
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| Microsoft Corporation (MSFT) | 0.1 | $124k | 256.00 | 484.09 |
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| Caterpillar (CAT) | 0.1 | $110k | 192.00 | 573.93 |
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| Goldman Sachs (GS) | 0.1 | $95k | 108.00 | 879.00 |
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| McDonald's Corporation (MCD) | 0.1 | $79k | 258.00 | 306.06 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $79k | 136.00 | 579.46 |
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| Verisign (VRSN) | 0.1 | $78k | 320.00 | 242.95 |
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| Steris Shs Usd (STE) | 0.1 | $70k | 277.00 | 253.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $69k | 221.00 | 313.38 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $62k | 193.00 | 322.22 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $62k | 2.5k | 24.77 |
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| Eli Lilly & Co. (LLY) | 0.0 | $61k | 56.00 | 1080.36 |
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| Abbvie (ABBV) | 0.0 | $60k | 263.00 | 228.48 |
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| Ge Aerospace Com New (GE) | 0.0 | $58k | 188.00 | 308.15 |
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| Johnson & Johnson (JNJ) | 0.0 | $57k | 273.00 | 206.97 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $54k | 135.00 | 396.31 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $51k | 1.3k | 41.08 |
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| S&p Global (SPGI) | 0.0 | $49k | 94.00 | 522.60 |
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| Southwest Airlines (LUV) | 0.0 | $47k | 1.1k | 41.33 |
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| Steel Dynamics (STLD) | 0.0 | $42k | 250.00 | 169.45 |
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| Fortinet (FTNT) | 0.0 | $41k | 520.00 | 79.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $38k | 121.00 | 313.80 |
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| Home Depot (HD) | 0.0 | $36k | 105.00 | 344.10 |
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| Qualcomm (QCOM) | 0.0 | $36k | 210.00 | 171.05 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $34k | 309.00 | 109.66 |
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| Ge Vernova (GEV) | 0.0 | $33k | 51.00 | 655.00 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $33k | 191.00 | 173.49 |
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| Broadcom (AVGO) | 0.0 | $33k | 95.00 | 346.11 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $32k | 264.00 | 120.54 |
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| Morgan Stanley Com New (MS) | 0.0 | $31k | 174.00 | 177.53 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $30k | 310.00 | 97.40 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $28k | 347.00 | 80.03 |
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| Live Nation Entertainment (LYV) | 0.0 | $26k | 185.00 | 142.50 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $26k | 41.00 | 632.61 |
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| Halliburton Company (HAL) | 0.0 | $25k | 900.00 | 28.26 |
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| Spdr Series Trust State Street Spd (TFI) | 0.0 | $25k | 554.00 | 45.71 |
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| Rush Enterprises CL B (RUSHB) | 0.0 | $25k | 450.00 | 56.26 |
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| Meta Platforms Cl A (META) | 0.0 | $24k | 36.00 | 660.11 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.0 | $24k | 864.00 | 27.38 |
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| Kinross Gold Corp (KGC) | 0.0 | $23k | 800.00 | 28.16 |
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| On Assignment (ASGN) | 0.0 | $22k | 466.00 | 48.17 |
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| Waste Management (WM) | 0.0 | $22k | 100.00 | 219.71 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $22k | 80.00 | 268.30 |
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| Abbott Laboratories (ABT) | 0.0 | $21k | 168.00 | 125.11 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $21k | 68.00 | 303.90 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $20k | 19.00 | 1069.89 |
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| Emerson Electric (EMR) | 0.0 | $20k | 150.00 | 132.72 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $20k | 390.00 | 50.79 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $19k | 106.00 | 183.41 |
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| Orla Mining LTD New F (ORLA) | 0.0 | $19k | 1.4k | 13.47 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $19k | 33.00 | 570.21 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $19k | 650.00 | 28.82 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $19k | 151.00 | 123.26 |
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| Worthington Industries (WOR) | 0.0 | $17k | 334.00 | 51.57 |
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| Capital One Financial (COF) | 0.0 | $17k | 71.00 | 242.37 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $17k | 966.00 | 17.35 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $16k | 400.00 | 41.12 |
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| Roku Com Cl A (ROKU) | 0.0 | $16k | 150.00 | 108.49 |
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| United Rentals (URI) | 0.0 | $16k | 20.00 | 809.35 |
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| GATX Corporation (GATX) | 0.0 | $16k | 95.00 | 169.60 |
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| Intuit (INTU) | 0.0 | $16k | 24.00 | 662.46 |
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| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.0 | $16k | 789.00 | 19.87 |
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| Encana Corporation (OVV) | 0.0 | $16k | 400.00 | 39.19 |
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| Netflix (NFLX) | 0.0 | $16k | 166.00 | 93.77 |
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| American Express Company (AXP) | 0.0 | $16k | 42.00 | 369.95 |
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| Costco Wholesale Corporation (COST) | 0.0 | $16k | 18.00 | 862.39 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $15k | 900.00 | 16.49 |
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| International Business Machines (IBM) | 0.0 | $15k | 50.00 | 296.22 |
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| Deere & Company (DE) | 0.0 | $15k | 32.00 | 461.62 |
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| First Solar (FSLR) | 0.0 | $13k | 50.00 | 261.24 |
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| 5e Advanced Materials Com New (FEAM) | 0.0 | $13k | 4.2k | 3.05 |
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| Pfizer (PFE) | 0.0 | $13k | 500.00 | 24.90 |
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| Worthington Stl Com Shs (WS) | 0.0 | $12k | 334.00 | 34.62 |
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| Aon Shs Cl A (AON) | 0.0 | $11k | 32.00 | 352.91 |
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| Waters Corporation (WAT) | 0.0 | $11k | 29.00 | 379.86 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $11k | 244.00 | 44.75 |
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| Allstate Corporation (ALL) | 0.0 | $10k | 50.00 | 208.16 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $10k | 103.00 | 99.91 |
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| Visa Com Cl A (V) | 0.0 | $10k | 29.00 | 350.72 |
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| Newmont Mining Corporation (NEM) | 0.0 | $10k | 100.00 | 99.85 |
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| United Parcel Service CL B (UPS) | 0.0 | $9.9k | 100.00 | 99.19 |
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| Dover Corporation (DOV) | 0.0 | $9.8k | 50.00 | 195.24 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $9.7k | 17.00 | 570.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $9.6k | 14.00 | 685.00 |
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| 4068594 Enphase Energy (ENPH) | 0.0 | $9.0k | 282.00 | 32.05 |
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| Verizon Communications (VZ) | 0.0 | $8.9k | 219.00 | 40.74 |
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| Donaldson Company (DCI) | 0.0 | $8.9k | 100.00 | 88.66 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $8.7k | 50.00 | 174.20 |
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| Pepsi (PEP) | 0.0 | $8.6k | 60.00 | 143.53 |
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| Piper Jaffray Companies (PIPR) | 0.0 | $8.5k | 25.00 | 339.72 |
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| Advanced Micro Devices (AMD) | 0.0 | $8.4k | 39.00 | 214.18 |
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| Oracle Corporation (ORCL) | 0.0 | $8.3k | 43.00 | 193.12 |
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| Smith & Wesson Brands (SWBI) | 0.0 | $8.3k | 839.00 | 9.87 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $8.1k | 50.00 | 162.64 |
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| Sba Communications Corp Cl A (SBAC) | 0.0 | $8.1k | 42.00 | 193.45 |
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| FedEx Corporation (FDX) | 0.0 | $7.8k | 27.00 | 288.89 |
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| Hp (HPQ) | 0.0 | $7.8k | 350.00 | 22.28 |
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| American Tower Reit (AMT) | 0.0 | $7.4k | 42.00 | 175.57 |
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| Altria (MO) | 0.0 | $6.9k | 120.00 | 57.67 |
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| Pangaea Logistics Solution L SHS (PANL) | 0.0 | $6.9k | 1.0k | 6.88 |
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| Chevron Corporation (CVX) | 0.0 | $6.9k | 45.00 | 152.42 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $6.7k | 40.00 | 167.55 |
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| Cbiz (CBZ) | 0.0 | $6.3k | 125.00 | 50.46 |
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| Ford Motor Company (F) | 0.0 | $6.2k | 472.00 | 13.12 |
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| Scotts Miracle-gro Cl A (SMG) | 0.0 | $5.8k | 100.00 | 58.35 |
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| Chewy Cl A (CHWY) | 0.0 | $5.6k | 170.00 | 33.05 |
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| Coca-Cola Company (KO) | 0.0 | $5.6k | 80.00 | 69.91 |
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| CVS Caremark Corporation (CVS) | 0.0 | $5.6k | 70.00 | 79.37 |
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| MasTec (MTZ) | 0.0 | $5.4k | 25.00 | 217.40 |
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| Crown Castle Intl (CCI) | 0.0 | $5.3k | 60.00 | 88.88 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $5.2k | 73.00 | 71.62 |
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| Moelis & Co Cl A (MC) | 0.0 | $5.2k | 75.00 | 68.75 |
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| ConocoPhillips (COP) | 0.0 | $5.1k | 55.00 | 93.62 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $5.1k | 62.00 | 82.18 |
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| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.0 | $5.0k | 262.00 | 19.22 |
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| Truist Financial Corp equities (TFC) | 0.0 | $4.9k | 100.00 | 49.21 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $4.9k | 11.00 | 445.64 |
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| Emcor (EME) | 0.0 | $4.9k | 8.00 | 611.88 |
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| 3M Company (MMM) | 0.0 | $4.8k | 30.00 | 160.10 |
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| Jacobs Engineering Group (J) | 0.0 | $4.6k | 35.00 | 132.49 |
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| UnitedHealth (UNH) | 0.0 | $4.6k | 14.00 | 330.14 |
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| Genco Shipping & Trading SHS (GNK) | 0.0 | $4.6k | 250.00 | 18.43 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $4.2k | 35.00 | 119.77 |
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| International Paper Company (IP) | 0.0 | $4.1k | 103.00 | 39.49 |
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| Kimco Realty Corporation (KIM) | 0.0 | $4.1k | 200.00 | 20.27 |
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| Caribou Biosciences (CRBU) | 0.0 | $4.0k | 2.5k | 1.59 |
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| Spdr Series Trust State Street Spd (SHM) | 0.0 | $3.8k | 80.00 | 48.00 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $3.7k | 100.00 | 37.00 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $3.7k | 31.00 | 119.19 |
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| EOG Resources (EOG) | 0.0 | $3.7k | 35.00 | 105.03 |
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| Enbridge (ENB) | 0.0 | $3.6k | 75.00 | 47.84 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $3.5k | 487.00 | 7.14 |
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| Biogen Idec (BIIB) | 0.0 | $3.3k | 19.00 | 176.00 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $3.0k | 22.00 | 136.95 |
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| Forward Air Corp (FWRD) | 0.0 | $3.0k | 120.00 | 25.00 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $3.0k | 26.00 | 113.73 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.0 | $2.9k | 35.00 | 82.34 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $2.7k | 19.00 | 141.21 |
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| Nike CL B (NKE) | 0.0 | $2.5k | 40.00 | 63.73 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $2.4k | 27.00 | 87.19 |
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| GSK Sponsored Adr (GSK) | 0.0 | $2.4k | 48.00 | 49.04 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $2.3k | 5.00 | 468.80 |
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| Archer Aviation Com Cl A (ACHR) | 0.0 | $2.3k | 300.00 | 7.52 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.2k | 15.00 | 146.60 |
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| Planet Labs Pbc Com Cl A (PL) | 0.0 | $2.0k | 100.00 | 19.72 |
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| Harley-Davidson (HOG) | 0.0 | $1.8k | 90.00 | 20.50 |
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| Bitwise Funds Trust Crypto Industry | 0.0 | $1.8k | 92.00 | 19.99 |
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| Serve Robotics (SERV) | 0.0 | $1.6k | 152.00 | 10.38 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $1.4k | 10.00 | 144.60 |
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| Royal Gold (RGLD) | 0.0 | $1.3k | 6.00 | 222.33 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $1.3k | 10.00 | 130.00 |
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| CarMax (KMX) | 0.0 | $1.3k | 33.00 | 38.67 |
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| Global X Fds Artificial Etf (AIQ) | 0.0 | $1.3k | 25.00 | 51.04 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $1.3k | 15.00 | 84.87 |
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| Walt Disney Company (DIS) | 0.0 | $1.3k | 11.00 | 115.73 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $1.2k | 35.00 | 34.49 |
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| Intel Corporation (INTC) | 0.0 | $1.2k | 32.00 | 36.91 |
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| Boston Properties (BXP) | 0.0 | $1.1k | 17.00 | 67.53 |
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| Kroger (KR) | 0.0 | $1.1k | 17.00 | 63.76 |
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| Amentum Holdings (AMTM) | 0.0 | $1.1k | 37.00 | 29.00 |
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| Palo Alto Networks (PANW) | 0.0 | $921.000000 | 5.00 | 184.20 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $901.000000 | 25.00 | 36.04 |
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| Haleon Spon Ads (HLN) | 0.0 | $607.002000 | 60.00 | 10.12 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $554.999900 | 7.00 | 79.29 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $532.000000 | 20.00 | 26.60 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $516.000000 | 8.00 | 64.50 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $458.000100 | 9.00 | 50.89 |
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| Grabagun Digital Hldgs Common Stock (PEW) | 0.0 | $400.995000 | 133.00 | 3.02 |
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| Novavax Com New (NVAX) | 0.0 | $389.997800 | 58.00 | 6.72 |
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| Wabtec Corporation (WAB) | 0.0 | $214.000000 | 1.00 | 214.00 |
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| Opendoor Technologies (OPEN) | 0.0 | $174.999000 | 30.00 | 5.83 |
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| Chargepoint Holdings Com Shs (CHPT) | 0.0 | $86.999900 | 13.00 | 6.69 |
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| Virgin Galactic Holdings Com New (SPCE) | 0.0 | $81.000000 | 25.00 | 3.24 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $30.000000 | 1.00 | 30.00 |
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| Skillz Com Cl A (SKLZ) | 0.0 | $18.000000 | 4.00 | 4.50 |
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| Plug Power Com New (PLUG) | 0.0 | $10.000000 | 5.00 | 2.00 |
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| Opendoor Technologies *w Exp 11/20/202 | 0.0 | $1.000000 | 1.00 | 1.00 |
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| Opendoor Technologies *w Exp 11/20/202 | 0.0 | $1.000000 | 1.00 | 1.00 |
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| Opendoor Technologies *w Exp 11/20/202 | 0.0 | $1.000000 | 1.00 | 1.00 |
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Past Filings by Nvest Wealth Strategies
SEC 13F filings are viewable for Nvest Wealth Strategies going back to 2025
- Nvest Wealth Strategies 2025 Q4 filed Jan. 28, 2026