Nvest Financial, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1915315
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$316.3M
Holdings
150
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Nvest Financial, LLC disclosed 150 positions worth $316.3M in its Form 13F-HR for Q2 2026, followed by $SPY and $AAPL. During the quarter the fund opened 17 new positions and exited 5 and a full exit from $SYK. The portfolio is most concentrated in Other (49.2% of disclosed assets). All figures are sourced directly from Nvest Financial, LLC’s Form 13F-HR filing with the SEC under CIK 1915315.
AI Fund Analysis
StableISHARES TR - RUS 1000 GRW
6.3% weight
Held 10 quarters
$SPY5.5% weight
Held 10 quarters
$AAPL3.9% weight
Held 10 quarters
ISHARES TR - S&P 500 VAL E
3.8% weight
Held 10 quarters
ETF SER SOLUTIONS - DEFIA
2.9% weight
Held 5 quarters
ISHARES TR - RUS MDCP VAL
7 quarters accumulating
$TJX5 quarters accumulating
VICTORY PORTFOLIOS II - VC
4 quarters accumulating
$TSM4 quarters accumulating
$NOW4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - RUS 1000 GRW ETF
—Quality
$20.0M160,871 sh- —
Quality
$17.3M23,119 sh - 76.4#84
Quality
$12.2M42,290 sh ISHARES TR - S&P 500 VAL ETF
—Quality
$11.9M52,578 shETF SER SOLUTIONS - DEFIA QUANT ETF
—Quality
$9.0M54,429 sh- 78.2
Quality
$8.4M23,493 sh VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW
—Quality
$7.8M27,103 sh- 85.9
Quality
$7.5M37,439 sh - 73.8
Quality
$7.3M14,567 sh VICTORY PORTFOLIOS II - VCSHS US SMCP HG
—Quality
$7.3M111,105 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - RUS 1000 GRW ETF | — | $20.0M | 160,871 |
| SPDR S&P 500 ETF TRUST$SPY | — | $17.3M | 23,119 |
| Apple Inc.$AAPL | 76.4#84 | $12.2M | 42,290 |
| ISHARES TR - S&P 500 VAL ETF | — | $11.9M | 52,578 |
| ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $9.0M | 54,429 |
 Alphabet Inc.$GOOG | 78.2 | $8.4M | 23,493 |
| VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW | — | $7.8M | 27,103 |
 NVIDIA CORP$NVDA | 85.9 | $7.5M | 37,439 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $7.3M | 14,567 |
| VICTORY PORTFOLIOS II - VCSHS US SMCP HG | — | $7.3M | 111,105 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Nvest Financial, LLC's 150 positions.
Showing top 10 of 150 holdings.
Sector Allocation
Other
$155.5M
Technology
$54.8M
Financials
$37.3M
Consumer Discretionary
$24.8M
Industrials
$18.2M
Healthcare
$10.2M
Utilities
$5.2M
Communication Services
$3.2M
Full Holdings — Nvest Financial, LLC (Q2 2026)
All 150 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - RUS 1000 GRW ETF | $20.0M | 6.3% | +292% | — |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $17.3M | 5.5% | +13% | — |
| 3 | $AAPL | Apple Inc. | $12.2M | 3.9% | -8% | 76.4 |
| 4 | — | ISHARES TR - S&P 500 VAL ETF | $11.9M | 3.8% | +0% | — |
| 5 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $9.0M | 2.9% | +1% | — |
| 6 | $GOOG | Alphabet Inc. | $8.4M | 2.6% | -4% | 78.2 |
| 7 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW | $7.8M | 2.5% | +9% | — |
| 8 | $NVDA | NVIDIA CORP | $7.5M | 2.4% | -4% | 85.9 |
| 9 | $BRK.B | BERKSHIRE HATHAWAY INC | $7.3M | 2.3% | +0% | 73.8 |
| 10 | — | VICTORY PORTFOLIOS II - VCSHS US SMCP HG | $7.3M | 2.3% | +0% | — |
| 11 | — | SPDR SERIES TRUST - ST STR P500GRW | $6.6M | 2.1% | +7% | — |
| 12 |  $WMT | Walmart Inc. | $6.5M | 2.1% | -2% | 60.2 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $6.4M | 2.0% | -1% | 70.7 |
| 14 | $TJX | TJX COMPANIES INC /DE/ | $6.3M | 2.0% | +2% | 68.7 |
| 15 |  $AMZN | AMAZON COM INC | $6.3M | 2.0% | -0% | 68.7 |
| 16 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.2M | 1.9% | +1% | — |
| 17 | — | ISHARES TR - EUROPE ETF | $5.8M | 1.8% | +7% | — |
| 18 |  $LLY | ELI LILLY & Co | $5.7M | 1.8% | +107% | 87.5 |
| 19 |  $IVZ | Invesco Ltd. | $5.2M | 1.6% | +2% | — |
| 20 |  $MSFT | MICROSOFT CORP | $4.9M | 1.5% | +3% | 79.8 |
| 21 |  $NEE | NEXTERA ENERGY INC | $4.8M | 1.5% | +3% | 64.6 |
| 22 |  $GLD | SPDR GOLD TRUST | $4.7M | 1.5% | +1% | — |
| 23 |  $MU | MICRON TECHNOLOGY INC | $4.5M | 1.4% | -13% | 86.2 |
| 24 |  $RTX | RTX Corp | $4.4M | 1.4% | -3% | 73.2 |
| 25 | — | TIDAL TRUST I - FOLI AL RATE ETF | $4.2M | 1.3% | NEW | — |
| 26 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.6M | 1.1% | +4% | 66.2 |
| 27 |  $V | VISA INC. | $3.5M | 1.1% | -0% | 82.9 |
| 28 | — | ISHARES TR - U.S. FINLS ETF | $3.2M | 1.0% | +8% | — |
| 29 |  $ASML | ASML HOLDING NV | $3.1M | 1.0% | -5% | — |
| 30 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $3.1M | 1.0% | -2% | — |
| 31 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.0M | 1.0% | +12% | — |
| 32 | — | GLOBAL X FDS - US INFR DEV ETF | $3.0M | 0.9% | +6% | — |
| 33 |  $NFLX | NETFLIX INC | $3.0M | 0.9% | +5% | 78.8 |
| 34 | — | ISHARES TR - RUS MID CAP ETF | $2.7M | 0.8% | +10% | — |
| 35 |  $META | Meta Platforms, Inc. | $2.6M | 0.8% | +8% | 79.6 |
| 36 | — | ISHARES TR - RUS MD CP GR ETF | $2.5M | 0.8% | +3% | — |
| 37 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.4M | 0.8% | +265% | 70 |
| 38 |  $PGR | PROGRESSIVE CORP/OH/ | $2.4M | 0.8% | +7% | 80.1 |
| 39 |  $GOOGL | Alphabet Inc. | $2.4M | 0.8% | -0% | 78.2 |
| 40 | — | ISHARES TR - RUSSELL 3000 ETF | $2.4M | 0.8% | -2% | — |
| 41 | — | ISHARES TR - RUS MDCP VAL ETF | $2.4M | 0.8% | +3% | — |
| 42 | — | SPDR SERIES TRUST - ST STR SP AERO | $2.3M | 0.7% | -3% | — |
| 43 |  $GSK | GSK plc | $2.2M | 0.7% | NEW | — |
| 44 | — | VANGUARD WORLD FD - CONSUM STP ETF | $2.1M | 0.7% | -12% | — |
| 45 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.0M | 0.7% | +389% | — |
| 46 | — | ISHARES TR - CORE S&P500 ETF | $2.0M | 0.7% | +57% | — |
| 47 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.9M | 0.6% | +5% | 69.8 |
| 48 | $IVZ | Invesco Ltd. | $1.9M | 0.6% | -2% | — |
| 49 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQ | $1.8M | 0.6% | -4% | — |
| 50 |  $SHW | SHERWIN WILLIAMS CO | $1.8M | 0.6% | -13% | 61.3 |
| 51 |  $ECL | ECOLAB INC. | $1.8M | 0.6% | +59% | 63.3 |
| 52 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $1.6M | 0.5% | -3% | 66.3 |
| 53 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $1.6M | 0.5% | -1% | — |
| 54 |  $PANW | Palo Alto Networks Inc | $1.5M | 0.5% | +56% | 65.5 |
| 55 | — | AIM ETF PRODUCTS TRUST - ALLI US EQU BUFF | $1.4M | 0.4% | -7% | — |
| 56 |  $GE | GENERAL ELECTRIC CO | $1.4M | 0.4% | +48% | 73.8 |
| 57 |  $TDY | TELEDYNE TECHNOLOGIES INC | $1.4M | 0.4% | +8% | 67.2 |
| 58 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $1.3M | 0.4% | -3% | — |
| 59 | — | ISHARES TR - RUS 1000 VAL ETF | $1.2M | 0.4% | -2% | — |
| 60 |  $LMT | LOCKHEED MARTIN CORP | $1.2M | 0.4% | -6% | 65.6 |
| 61 |  $PH | Parker-Hannifin Corp | $1.1M | 0.4% | +34% | 65.8 |
| 62 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $1.1M | 0.4% | +0% | — |
| 63 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.3% | +29% | 73.5 |
| 64 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US LRG | $1.1M | 0.3% | +1% | — |
| 65 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.3% | -0% | 57.9 |
| 66 |  $MA | Mastercard Inc | $1.1M | 0.3% | +13% | 85.1 |
| 67 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.1M | 0.3% | NEW | — |
| 68 | — | AIM ETF PRODUCTS TRUST - US LRGCP B10 DEC | $1.0M | 0.3% | -7% | — |
| 69 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | $1.0M | 0.3% | +0% | — |
| 70 | — | VANECK ETF TRUST - URANI NUCLE ETF | $1.0M | 0.3% | +20% | — |
| 71 | — | ISHARES TR - MORNINGSTAR GRWT | $984,723 | 0.3% | +0% | — |
| 72 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $952,127 | 0.3% | -16% | — |
| 73 |  $GLDM | World Gold Trust | $939,168 | 0.3% | +13% | — |
| 74 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $937,872 | 0.3% | +35% | — |
| 75 |  $CRS | CARPENTER TECHNOLOGY CORP | $925,260 | 0.3% | +0% | 64.6 |
| 76 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $850,620 | 0.3% | +15% | — |
| 77 |  $PG | PROCTER & GAMBLE Co | $847,454 | 0.3% | -4% | 64.6 |
| 78 |  $XYL | Xylem Inc. | $840,147 | 0.3% | +34% | 65.8 |
| 79 |  $AHR | American Healthcare REIT, Inc. | $808,767 | 0.3% | -11% | 54 |
| 80 |  $AVGO | Broadcom Inc. | $770,677 | 0.2% | +29% | 84.5 |
| 81 |  $MDT | Medtronic plc | $757,870 | 0.2% | -13% | 68.7 |
| 82 |  $TSLA | Tesla, Inc. | $734,381 | 0.2% | +7% | 53.9 |
| 83 |  $PHYS | Sprott Physical Gold Trust | $731,321 | 0.2% | +0% | — |
| 84 | — | VANGUARD WORLD FD - INF TECH ETF | $727,060 | 0.2% | +856% | — |
| 85 |  $KO | COCA COLA CO | $723,928 | 0.2% | -4% | 69.5 |
| 86 |  $AMD | ADVANCED MICRO DEVICES INC | $704,644 | 0.2% | -26% | 79.8 |
| 87 |  $GERN | GERON CORP | $661,952 | 0.2% | +2% | — |
| 88 |  $CSCO | CISCO SYSTEMS, INC. | $640,820 | 0.2% | +0% | 70.3 |
| 89 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $602,989 | 0.2% | +0% | — |
| 90 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQ | $586,725 | 0.2% | +0% | — |
| 91 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $576,680 | 0.2% | +0% | — |
| 92 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $575,049 | 0.2% | +2% | — |
| 93 |  $CAT | CATERPILLAR INC | $540,473 | 0.2% | +0% | 66.5 |
| 94 |  $GEV | GE Vernova Inc. | $503,218 | 0.2% | +0% | 81.1 |
| 95 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INT JUNE | $499,043 | 0.2% | -0% | — |
| 96 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $483,910 | 0.1% | -4% | — |
| 97 |  $BAC | BANK OF AMERICA CORP /DE/ | $476,148 | 0.1% | -3% | 67.6 |
| 98 |  $UPS | UNITED PARCEL SERVICE INC | $471,306 | 0.1% | -6% | 58.6 |
| 99 |  $APD | Air Products & Chemicals, Inc. | $469,088 | 0.1% | +0% | 46.4 |
| 100 | — | ISHARES TR - MORNINGSTAR VALU | $468,539 | 0.1% | +0% | — |
| 101 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $464,967 | 0.1% | +55% | — |
| 102 |  $DHR | DANAHER CORP /DE/ | $460,835 | 0.1% | -16% | 64.8 |
| 103 | — | ISHARES TR - ULTRA SHORT DUR | $450,162 | 0.1% | +0% | — |
| 104 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $447,803 | 0.1% | +0% | — |
| 105 |  $AXON | AXON ENTERPRISE, INC. | $435,765 | 0.1% | +10% | 56.6 |
| 106 |  $CMI | CUMMINS INC | $425,072 | 0.1% | +0% | 58.1 |
| 107 |  $USB | US BANCORP \DE\ | $424,888 | 0.1% | +0% | 65.3 |
| 108 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $422,508 | 0.1% | -2% | 66.2 |
| 109 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $418,125 | 0.1% | +0% | — |
| 110 |  $WEC | WEC ENERGY GROUP, INC. | $396,784 | 0.1% | +0% | 60.1 |
| 111 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $390,453 | 0.1% | -1% | 65.1 |
| 112 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $375,707 | 0.1% | +0% | — |
| 113 |  $CVX | CHEVRON CORP | $375,606 | 0.1% | -2% | 62.8 |
| 114 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $368,860 | 0.1% | NEW | — |
| 115 | $NOW | ServiceNow, Inc. | $367,945 | 0.1% | +34% | 72.9 |
| 116 | — | ISHARES TR - RUSSELL 2000 ETF | $354,882 | 0.1% | +10% | — |
| 117 | — | ISHARES TR - RUS 2000 GRW ETF | $351,047 | 0.1% | NEW | — |
| 118 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $343,516 | 0.1% | -4% | — |
| 119 | — | ISHARES TR - GL CLEAN ENE ETF | $340,125 | 0.1% | +0% | — |
| 120 | $IVZ | Invesco Ltd. | $337,945 | 0.1% | +0% | — |
| 121 |  $INTC | INTEL CORP | $336,788 | 0.1% | NEW | 45.6 |
| 122 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $326,932 | 0.1% | -0% | — |
| 123 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $320,985 | 0.1% | -1% | — |
| 124 | — | AIM ETF PRODUCTS TRUST - US LRGCP B10 NOV | $313,303 | 0.1% | +0% | — |
| 125 | — | INVESCO EXCHANGE TRADED FD T - S&P 500 VLU MOMN | $310,386 | 0.1% | NEW | — |
| 126 |  $ABT | ABBOTT LABORATORIES | $305,666 | 0.1% | -8% | 65.5 |
| 127 |  $ITW | ILLINOIS TOOL WORKS INC | $302,038 | 0.1% | +0% | 63.6 |
| 128 |  $NBIS | Nebius Group N.V. | $301,854 | 0.1% | -50% | — |
| 129 |  $AMAT | APPLIED MATERIALS INC /DE | $298,499 | 0.1% | NEW | 72.3 |
| 130 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $293,327 | 0.1% | NEW | — |
| 131 | — | NEOS ETF TRUST - NASDAQ 100 HDGD | $293,182 | 0.1% | NEW | — |
| 132 |  $DE | DEERE & CO | $284,086 | 0.1% | +0% | 55.4 |
| 133 |  $TYL | TYLER TECHNOLOGIES INC | $278,714 | 0.1% | +32% | 64.3 |
| 134 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $275,188 | 0.1% | +0% | 75.4 |
| 135 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $273,169 | 0.1% | +2% | — |
| 136 |  $PEP | PEPSICO INC | $265,085 | 0.1% | -2% | 63.4 |
| 137 | — | MORGAN STANLEY ETF TRUST - EATON VANCE SHRT | $255,069 | 0.1% | +1% | — |
| 138 |  $AXP | AMERICAN EXPRESS CO | $250,394 | 0.1% | +0% | 69.4 |
| 139 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $241,252 | 0.1% | -49% | — |
| 140 |  $STX | Seagate Technology Holdings plc | $237,339 | 0.1% | NEW | — |
| 141 |  $CSX | CSX CORP | $236,349 | 0.1% | +0% | 65.2 |
| 142 |  $MRK | Merck & Co., Inc. | $224,258 | 0.1% | +0% | 59.9 |
| 143 |  $BMI | BADGER METER INC | $222,570 | 0.1% | +0% | 61 |
| 144 |  $HD | HOME DEPOT, INC. | $213,918 | 0.1% | NEW | 60.3 |
| 145 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $212,934 | 0.1% | NEW | — |
| 146 |  $MS | MORGAN STANLEY | $212,096 | 0.1% | NEW | 75.8 |
| 147 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $206,196 | 0.1% | NEW | — |
| 148 |  $VZ | VERIZON COMMUNICATIONS INC | $203,185 | 0.1% | +1% | 65.8 |
| 149 | — | ISHARES TR - MRGSTR MD CP GRW | $202,891 | 0.1% | NEW | — |
| 150 | — | SPDR SERIES TRUST - ST STR SP DIV | $202,628 | 0.1% | NEW | — |
New Positions (17)
TIDAL TRUST I - FOLI AL RATE ETF$4.2M
$GSK GSK plc$2.2M VANGUARD INDEX FDS - MCAP VL IDXVIP$1.1M
FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH$368,860
ISHARES TR - RUS 2000 GRW ETF$351,047
$INTC INTEL CORP$336,788 INVESCO EXCHANGE TRADED FD T - S&P 500 VLU MOMN$310,386
$AMAT APPLIED MATERIALS INC /DE$298,499 FIDELITY COVINGTON TRUST - HIGH DIVID ETF$293,327
NEOS ETF TRUST - NASDAQ 100 HDGD$293,182
$STX Seagate Technology Holdings plc$237,339$HD HOME DEPOT, INC.$213,918 VANGUARD INDEX FDS - S&P 500 ETF SHS$212,934
$MS MORGAN STANLEY$212,096 FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$206,196
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