Nvest Wealth Strategies, Inc.
All 13F Filings
- Location
- Powell, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 160,000
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 353 | 160,000 | 13F-HR | Nvest Wealth Strategies, Inc. |
| Q1 2026 | 4/13/2026 | 395 | 142,862 | 13F-HR | Nvest Wealth Strategies, Inc. |
| Q4 2025 | 1/28/2026 | 216 | 136,280 | 13F-HR | Nvest Wealth Strategies, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
948
(0.6% of total reported value)
· QoQ Δ:
+135
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.85 K | 25.1% | 1.314 K | 0 | 1.314 K |
| ETFs | 119.1 K | 74.9% | 15.7 K | 0 | 15.7 K |
| Other | 58 | 0.0% | 0 | 3 | -3 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
160,000
Holdings
353
QoQ value change ($000)
17,138
(12.0%)
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.