Nvest Financial, LLC
All 13F Filings
- Location
- Portsmouth, NH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 240,552
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 185.6 K | 77.2% | 52.14 K | 0 | 52.14 K |
| ETFs | 54.94 K | 22.8% | 14.36 K | 0 | 14.36 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
240,552
Holdings
127
QoQ value change ($000)
66,507
(38.2%)
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.