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Portfolio (Quarterly) Guide ↗

Nvest Financial, LLC

· CIK 0001915315
13F Portfolio $316M AUM 150 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 53 Added 41 Reduced 6 Exited
Page 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 160,871.0 $20.0M 6.32% +120K +292.3% $124.17 -2.4%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 23,119.0 $17.3M 5.46% +3K +13.1% $746.77 +2.0%
3 QTUM ETF SER SOLUTIONS 54,429.0 $9.0M 2.85% +505.0 +0.9% $165.38 -12.6%
4 VTWG VANGUARD SCOTTSDALE FDS 27,103.0 $7.8M 2.46% +2K +9.1% $287.68 -5.9%
5 SPYG SPDR SERIES TRUST 55,675.0 $6.6M 2.10% +4K +7.0% $118.99 +0.6%
6 TJX TJX COS INC NEW Consumer Cyclical 41,892.0 $6.3M 2.01% +962.0 +2.4% $151.50 -12.0%
7 QQQ INVESCO QQQ TR Financial Services 8,379.0 $6.2M 1.95% +113.0 +1.4% $736.41 -3.9%
8 IEV ISHARES TR 80,057.0 $5.8M 1.84% +5K +7.3% $72.85 +1.8%
9 LLY ELI LILLY & CO Healthcare 4,745.0 $5.7M 1.80% +2K +106.8% $1199.54 -3.3%
10 XSMO INVESCO EXCHANGE TRADED FD T 55,243.0 $5.2M 1.64% +1K +2.5% $93.63 -11.5%
11 MSFT MICROSOFT CORP Technology 13,082.0 $4.9M 1.54% +365.0 +2.9% $373.03 +34.3%
12 NEE NEXTERA ENERGY INC Utilities 54,325.0 $4.8M 1.51% +1K +2.6% $87.77 -5.5%
13 GLD SPDR GOLD TR Financial Services 12,670.0 $4.7M 1.48% +122.0 +1.0% $368.38 +7.7%
14 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,814.0 $3.6M 1.13% +152.0 +4.2% $935.44 +0.5%
15 IYF ISHARES TR 24,979.0 $3.2M 1.01% +2K +8.5% $127.51 +6.2%
16 VB VANGUARD INDEX FDS 9,983.0 $3.0M 0.96% +1K +12.0% $303.11 -2.4%
17 PAVE GLOBAL X FDS 51,223.0 $3.0M 0.95% +3K +6.0% $58.92 -8.5%
18 NFLX NETFLIX INC. Communication Services 42,080.0 $3.0M 0.95% +2K +4.6% $71.40 +13.2%
19 IWR ISHARES TR 24,086.0 $2.7M 0.84% +2K +9.8% $110.32 +0.2%
20 META META PLATFORMS INC Communication Services 4,571.0 $2.6M 0.81% +348.0 +8.2% $563.32 +2.7%
Page 1 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.6%
Technology 25.1%
Industrials 9.7%
Communication Services 8.5%
Consumer Cyclical 8.2%
Consumer Defensive 7.1%
Healthcare 6.6%
Utilities 3.4%
Basic Materials 2.4%
Energy 0.9%