NESTEGG ADVISORS, INC.
All 13F Filings
- Location
- Hauppauge, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 141,410
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 7/14/2026 | 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 | 16.03 K | 11.3% | 8.868 K | 0 | 8.868 K |
| ETFs | 112.5 K | 79.5% | 19.01 K | 0 | 19.01 K |
| Debt | 12.92 K | 9.1% | 0 | 325 | -325 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
141,410
Holdings
53
QoQ value change ($000)
27,549
(24.2%)
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.