Nvest Financial, LLC - Portfolio overview

Nvest Financial, LLC has 148 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES TR, 6.43%
2. SPY - STATE STR SPDR S&P 500 ETF T, 4.89%
3. AAPL - APPLE INC, 4.28%

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

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