Nvest Wealth Strategies, Inc. - Portfolio Stock Holdings
Nvest Wealth Strategies, Inc. disclosed 432 stock positions in a recent SEC 13F filing. $159,051,753 of stock holdings were filed, with the largest holdings including JHMM, SCHG, and BINV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $236,690,161 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
432Est. Stock Holding Value:
$159,051,753Top Stock Holdings By Sector
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Portfolio Stock Holdings - Nvest Wealth Strategies, Inc.
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