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NESTEGG ADVISORS, INC. - Portfolio Stock Holdings

NESTEGG ADVISORS, INC. disclosed 56 stock positions in a recent SEC 13F filing. $141,409,338 of stock holdings were filed, with the largest holdings including IWF, IWD, and IJR. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $272,745,355 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

56

Est. Stock Holding Value:

$141,409,338

Top Stock Holdings By Sector

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Portfolio Stock Holdings - NESTEGG ADVISORS, INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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