StockDriftsStockDriftsTop 50 Nvest Wealth Strategies INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 18.25% | 350.3K | $25.0M | -17.29%(-73.21K) | $65.17(+10.90%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 14.1% | 538.3K | $19.3M | -13.20%(-81.83K) | $32.19(+10.52%) | 2026-09-30 | |
| BINV | 2023 ETF SERIES TRUST | 10.84% | 345.3K | $14.9M | +4.83%(+15.92K) | $39.71(+12.28%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 8.44% | 98.3K | $11.6M | -1.92%(-1.92K) | $101.06(+18.42%) | 2026-09-30 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 5.51% | 184.6K | $7.6M | -12.57%(-26.52K) | $38.25(+11.52%) | 2026-09-30 | |
| HGER | HARBOR ETF TRUST | 5.23% | 203.6K | $7.2M | -0.99%(-2.04K) | $25.49(+43.04%) | 2026-09-30 | |
| DXJ | WISDOMTREE TR | 5.13% | 39.0K | $7.0M | +1.08%(+415) | $138.55(-56.79%) | 2026-09-30 | |
| SLYG | SPDR SERIES TRUST | 4.56% | 58.4K | $6.3M | -17.34%(-12.26K) | $94.34(+12.86%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.54% | 29.9K | $6.2M | +4.18%(+1.20K) | $192.04(+11.12%) | 2026-09-30 | |
| AVDS | AMERICAN CENTY ETF TR | 3.59% | 63.0K | $4.9M | +6.36%(+3.77K) | $71.26(+7.97%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.87% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.55% |
Nvest Wealth Strategies INC reports $138.20M in US-listed equity holdings across 345 positions in its most recent 13F filing. Its largest disclosed positions are JHMM (18.3%), SCHG (14.1%) and BINV (10.8%). The top 20 holdings account for 94.87% of reported assets. Its disclosed equity book has returned +8.87% cumulatively over 3 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 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