StockDriftsStockDriftsTop 50 Nvest Wealth Strategies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 19.96% | 423.5K | $31.7M | +1.65%(+6.87K) | $65.17(+17.59%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 13.19% | 620.1K | $21.0M | +1.81%(+11.01K) | $32.19(+11.12%) | 2026-06-30 | |
| BINV | 2023 ETF SERIES TRUST | 8.69% | 329.4K | $13.8M | +5.15%(+16.13K) | $39.58(+15.83%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 7.86% | 100.2K | $12.5M | +1.97%(+1.94K) | $101.06(+26.13%) | 2026-06-30 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 5.77% | 211.1K | $9.2M | +3.18%(+6.50K) | $38.25(+14.04%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 5.38% | 89.5K | $8.6M | -0.30%(-269) | $89.19(+12.45%) | 2026-06-30 | |
| SLYG | SPDR SERIES TRUST | 5.3% | 70.7K | $8.4M | +0.77%(+541) | $94.34(+25.08%) | 2026-06-30 | |
| DXJ | WISDOMTREE TR | 4.21% | 38.6K | $6.7M | +2.64%(+991) | $138.81(+29.95%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.84% | 28.7K | $6.1M | +4.37%(+1.20K) | $191.18(+15.50%) | 2026-06-30 | |
| HGER | HARBOR ETF TRUST | 3.79% | 205.6K | $6.0M | +3.86%(+7.64K) | $25.49(+30.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.64% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.50% |
Nvest Wealth Strategies, Inc. reports $1 in US-listed equity holdings across 351 positions in its most recent 13F filing. Its largest disclosed positions are JHMM (20.0%), SCHG (13.2%) and BINV (8.7%). The top 20 holdings account for 95.09% of reported assets. Its disclosed equity book has returned +12.64% cumulatively over 2 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.
Sign up free to track Nvest Wealth Strategies, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Nvest Wealth Strategies, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2106942). View Nvest Wealth Strategies, Inc.’s 13F filings on SEC