Nvest Wealth Strategies, Inc. - Portfolio overview

Nvest Wealth Strategies, Inc. has 392 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. JHMM - JOHN HANCOCK EXCHANGE TRADED, 20.29%
2. SCHG - SCHWAB STRATEGIC TR, 12.87%
3. BINV - 2023 ETF SERIES TRUST, 9.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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