StockDriftsStockDriftsTop 50 Nvest Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 6.32% | 160.9K | $20.0M | -1.92%(-3.15K) | $83.82(+47.21%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.46% | 23.1K | $17.3M | +13.05%(+2.67K) | $573.56(+35.18%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.87% | 42.3K | $12.2M | -7.73%(-3.54K) | $202.99(+50.44%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.77% | 52.6K | $11.9M | +0.35%(+184) | $174.52(+35.87%) | 2026-06-30 | |
| QTUM | ETF SER SOLUTIONS | 2.85% | 54.4K | $9.0M | +0.94%(+505) | $91.07(+74.23%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.65% | 23.5K | $8.4M | -4.24%(-1.04K) | $170.54(+102.13%) | 2026-06-30 | |
| VTWG | VANGUARD SCOTTSDALE FDS | 2.47% | 27.1K | $7.8M | +9.08%(+2.26K) | $233.02(+23.01%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.37% | 37.4K | $7.5M | -3.68%(-1.43K) | $111.60(+102.58%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.3% | 14.6K | $7.3M | +0.41%(+60) | $383.88(+30.60%) | 2026-06-30 | |
| CSB | VICTORY PORTFOLIOS II | 2.3% | 111.1K | $7.3M | +0.08%(+89) | $59.84(+13.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.75% | +67.44% | — | — | +65.06% |
| Top 20 Holdings Unweighted | +18.38% | +65.88% | — | — | +60.41% |
Nvest Financial, LLC reports $316.29M in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are IWF (6.3%), SPY (5.5%) and AAPL (3.9%). The top 20 holdings account for 53.32% of reported assets. Its disclosed equity book has returned +67.44% on a three-year cumulative basis. 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 Nvest Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1915315). View Nvest Financial, LLC’s 13F filings on SEC