StockDriftsStockDriftsTop 50 Nestegg Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 16.05% | 194.9K | $24.4M | +3.81%(+7.14K) | $98.40(+24.62%) | 2026-09-30 | |
| IWD | ISHARES TR | 12.99% | 79.6K | $19.7M | -0.48%(-387) | $188.70(+36.40%) | 2026-09-30 | |
| IJR | ISHARES TR | 8.8% | 98.4K | $13.4M | -1.06%(-1.06K) | $116.05(+18.56%) | 2026-09-30 | |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | 7.55% | 227.3K | $11.5M | +38.61%(+63.33K) | $50.38(-0.12%) | 2026-09-30 | |
| IBDZ | ISHARES TR | 6.63% | 409.3K | $10.1M | +4.40%(+17.26K) | $26.23(-5.47%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6.24% | 121.1K | $9.5M | -2.89%(-3.60K) | $61.32(+29.73%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 5.75% | 243.4K | $8.7M | +4.83%(+11.21K) | $27.84(+27.78%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 5.25% | 88.6K | $8.0M | +4.32%(+3.67K) | $69.07(+28.53%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.26% | 70.1K | $5.0M | +4.75%(+3.18K) | $51.82(+34.75%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.09% | 14.1K | $4.7M | +0.34%(+48) | $232.82(+46.08%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.40% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.37% |
Nestegg Advisors INC reports $152.04M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are IWF (16.1%), IWD (13.0%) and IJR (8.8%). The top 20 holdings account for 88.31% of reported assets. Its disclosed equity book has returned +23.40% cumulatively over 7 quarters. Figures reflect the Q3 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