Nvest Financial, LLC
Nvest Financial, LLC reported 150 positions worth $316.3M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: IWF (6.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWF | SH | $20.0M | 6.32% | 160,871 | — | — | |
| ▸ 2 | SPY | SH | $17.3M | 5.46% | 23,119 | — | — | |
| ▸ 3 | AAPL | SH | $12.2M | 3.87% | 42,290 | — | — | |
| ▸ 4 | IVE | SH | $11.9M | 3.77% | 52,578 | — | — | |
| ▸ 5 | QTUM | SH | $9.0M | 2.85% | 54,429 | — | — | |
| ▸ 6 | GOOGL | SH | $8.4M | 2.65% | 23,493 | — | — | |
| ▸ 7 | VTWG | SH | $7.8M | 2.46% | 27,103 | — | — | |
| ▸ 8 | NVDA | SH | $7.5M | 2.37% | 37,439 | — | — | |
| ▸ 9 | BRK-B | SH | $7.3M | 2.31% | 14,567 | — | — | |
| ▸ 10 | CSB | SH | $7.3M | 2.30% | 111,105 | — | — |
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Frequently Asked Questions
What stocks does Nvest Financial, LLC hold as of Q2 2026?
Nvest Financial, LLC reported 150 positions worth $316.3M in its Q2 2026 13F filing. Largest positions: IWF (6.3%), SPY (5.5%), AAPL (3.9%), IVE (3.8%) and QTUM (2.8%).
What did Nvest Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Nvest Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.