StockDriftsStockDriftsTop 50 Nestegg Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 16.48% | 187.7K | $23.3M | +0.80%(+1.50K) | $97.15(+28.96%) | 2026-06-30 | |
| IWD | ISHARES TR | 13.72% | 80.0K | $19.4M | +0.94%(+746) | $188.70(+36.97%) | 2026-06-30 | |
| IJR | ISHARES TR | 10.43% | 99.4K | $14.7M | -0.47%(-472) | $116.05(+28.19%) | 2026-06-30 | |
| IBDZ | ISHARES TR | 7.22% | 392.1K | $10.2M | +22.69%(+72.52K) | $26.27(-2.72%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 7.15% | 124.7K | $10.1M | +9.59%(+10.91K) | $61.32(+36.22%) | 2026-06-30 | |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | 5.85% | 164.0K | $8.3M | +1008.66%(+149.22K) | $50.35(+0.57%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 5.56% | 232.2K | $7.9M | +6.87%(+14.92K) | $27.50(+30.09%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.17% | 84.9K | $7.3M | +9.58%(+7.43K) | $68.24(+30.51%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.37% | 66.9K | $4.8M | +2.80%(+1.83K) | $50.92(+43.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.88% | 14.1K | $4.1M | +0.09%(+13) | $232.55(+31.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.34% |
Nestegg Advisors INC reports $141.41M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are IWF (16.5%), IWD (13.7%) and IJR (10.4%). The top 20 holdings account for 90.41% of reported assets. Its disclosed equity book has returned +24.19% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nestegg Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2062716). View Nestegg Advisors INC’s 13F filings on SEC