Nvest Wealth Strategies, Inc.
All 13F Filings
- Location
- Powell, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 138,203
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 347 | 138,203 | 13F-HR | Nvest Wealth Strategies, Inc. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
987
(0.7% of total reported value)
· QoQ Δ:
+39
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 33.21 K | 24.2% | 0 | 6.639 K | -6.639 K |
| ETFs | 104 K | 75.8% | 0 | 15.18 K | -15.18 K |
| Other | 58 | 0.0% | 0 | 0 | 0 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
138,203
Holdings
347
QoQ value change ($000)
-21,797
(-13.6%)
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.