NESTEGG ADVISORS, INC.

Q1 2026 13F-HR Holdings

Location
Hauppauge, NY
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$113,861
Net value change ($000)
-3,206 (-2.7%)
New positions
3
Sold out positions
3
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IBDZ 3,434 70.2%
IWD 842 5.2%
TFLR 745 NEW
BSMY 506 36.2%
SCHWAB STRATEGIC TRUST 363 17.4%
VZ 229 NEW
NEE 223 NEW
IJR 104 0.8%
VEA 92 2.3%
RDVY 78 1.0%
Top Reduces (Value $000, Stocks/ETFs)
IBDV -3,158 -67.8%
IWF -2,071 -9.4%
SCHG -826 -11.5%
SPY -693 -100.0%
VUG -543 -8.8%
IBMS -520 -25.2%
IBDR -333 -59.6%
AAPL -270 -7.0%
IBDT -252 -100.0%
TRMB -200 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type