NESTEGG ADVISORS, INC.
All 13F Filings
- Location
- Hauppauge, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 152,041
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 59 | 152,041 | 13F-HR | NESTEGG ADVISORS, INC. |
| Q2 2026 | 7/14/2026 | 53 | 141,410 | 13F-HR | NESTEGG ADVISORS, INC. |
| Q1 2026 | 4/8/2026 | 51 | 113,861 | 13F-HR | NESTEGG ADVISORS, INC. |
| Q4 2025 | 1/21/2026 | 51 | 117,067 | 13F-HR | NESTEGG ADVISORS, INC. |
| Q3 2025 | 10/23/2025 | 49 | 112,637 | 13F-HR | NESTEGG ADVISORS, INC. |
| Q2 2025 | 7/28/2025 | 46 | 103,852 | 13F-HR | NESTEGG ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.47 K | 16.1% | 8.437 K | 0 | 8.437 K |
| ETFs | 115.9 K | 76.2% | 3.462 K | 0 | 3.462 K |
| Debt | 11.65 K | 7.7% | 0 | 1.271 K | -1.271 K |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
152,041
Holdings
59
QoQ value change ($000)
10,631
(7.5%)
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.