Nvest Financial, LLC
All 13F Filings
- Location
- Portsmouth, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 316,291
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 150 | 316,291 | 13F-HR | Nvest Financial, LLC |
| Q1 2026 | 4/28/2026 | 139 | 268,412 | 13F-HR | Nvest Financial, LLC |
| Q4 2025 | 2/10/2026 | 127 | 240,552 | 13F-HR | Nvest Financial, LLC |
| Q3 2025 | 11/13/2025 | 122 | 174,045 | 13F-HR | Nvest Financial, LLC |
| Q2 2025 | 7/28/2025 | 106 | 192,006 | 13F-HR | Nvest Financial, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 159.6 K | 50.4% | 14.12 K | 0 | 14.12 K |
| ETFs | 156.7 K | 49.6% | 33.76 K | 0 | 33.76 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
316,291
Holdings
150
QoQ value change ($000)
47,879
(17.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.