SEC 13F Intelligence

Managers / Q1 2026

Nvest Financial, LLC

CIK 0001915315 · TWO INTERNATIONAL DRIVE, SUITE 110, PORTSMOUTH, NH, 03801 · (207) 985 8585

Reported Value
$268M
Q1 2026
Positions
139
Filings on Record
17
2019–present window
Filed
Apr 28, 2026
original filing

Summary

Nvest Financial, LLC reported $268M in U.S.-listed holdings across 139 positions for Q1 2026.

Its largest position, Ishares Tr, represents 6.5% of the portfolio.

Compared with Q4 2025, the fund opened 15 new positions and exited 3.

Portfolio Metrics

Turnover
+4.1%
vs prior filed quarter
Top-10 Concentration
+35.4%
share of reported value
Largest Position
+6.5%
Ishares Tr
New / Exited
15 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $122MQ1 ’22Q2 ’22: $95MQ3 ’22: $71MQ4 ’22: $80MQ4 ’22Q1 ’23: $96MQ2 ’23: $114MQ3 ’23: $107MQ3 ’23Q4 ’23: $127MQ1 ’24: $150MQ2 ’24: $163MQ2 ’24Q3 ’24: $175MQ4 ’24: $197MQ1 ’25: $187MQ1 ’25Q2 ’25: $192MQ3 ’25: $174MQ4 ’25: $241MQ4 ’25Q1 ’26: $268Mfilingsflow.com

Portfolio Composition

By security type
ETP: 50.8%Common Stock: 47.2%Other: 1.3%Closed-End Fund: 0.3%REIT: 0.3%Other: 0.2%
  • ETP · 50.8% · $136M
  • Common Stock · 47.2% · $127M
  • Other · 1.3% · $3M
  • Closed-End Fund · 0.3% · $859,066
  • REIT · 0.3% · $821,865
  • Other · 0.2% · $407,188

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
INVESCO EXCHANGE TRADED FD TNEW+53.9K53.9K+$4M$4M
SPDR SERIES TRUSTNEW+8.3K8.3K+$2M$2M
WORLD GOLD TRNEW+10.4K10.4K+$968,642$968,642
APDAIR PRODUCTS AND CHEMICALS INEW+1.6K1.6K+$464,784$464,784
PANWPALO ALTO NETWORKS INCNEW+2.8K2.8K+$452,904$452,904
NEOS ETF TRUSTNEW+8.9K8.9K+$437,536$437,536
AXONAXON ENTERPRISE INCNEW+704704+$299,111$299,111
NEOS ETF TRUSTNEW+5.3K5.3K+$263,197$263,197

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

39 positions
#IssuerClass% PortfolioValueShares
1IYFISHARES TRRUS 1000 GRW ETF · S&P 500 VAL ETF · EUROPE ETF · U.S. FINLS ETF · RUS MID CAP ETF · RUSSELL 3000 ETF · RUS MD CP GR ETF · RUS MDCP VAL ETF16.66%$45M249.1K
2STATE STR SPDR S&P 500 ETF TTR UNIT4.95%$13M20.4K
3AAPLAPPLE INChistory →COM4.33%$12M45.8K
4GOOGLALPHABET INCCAP STK CL A · CAP STK CL C3.35%$9M31.3K
5WMTWALMART INChistory →COM2.73%$7M58.9K
6SPDR SERIES TRUSTSTATE STREET SPD2.68%$7M60.3K
7BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW2.59%$7M14.5K
8VICTORY PORTFOLIOS IIVCSHS US SMCP HG2.55%$7M111.0K
9NVDANVIDIA CORPORATIONhistory →COM2.53%$7M38.9K
10TJXTJX COS INC NEWhistory →COM2.44%$7M40.9K
11JPMJPMORGAN CHASE & COhistory →COM2.16%$6M19.7K
12ETF SER SOLUTIONSDEFIANCE QUANTUM2.16%$6M53.9K
13VANGUARD SCOTTSDALE FDSVNG RUS2000GRW2.12%$6M24.8K
14AMZNAMAZON COM INChistory →COM2.07%$6M26.7K
15GQ9SPDR GOLD TRhistory →GOLD SHS2.01%$5M12.5K
16NEENEXTERA ENERGY INChistory →COM1.83%$5M53.0K
17NDQINVESCO QQQ TRhistory →UNIT SER 11.78%$5M8.3K
18MSFTMICROSOFT CORPhistory →COM1.75%$5M12.7K
19RTXRTX CORPORATIONhistory →COM1.73%$5M24.0K
20INVESCO EXCHANGE TRADED FD TS&P SMLCP MOMENT1.53%$4M53.9K
21NFLXNETFLIX INC.history →COM1.44%$4M40.2K
22VANGUARD INDEX FDSSMALL CP ETF · MID CAP ETF1.42%$4M14.1K
23COSTCOSTCO WHOLESALE CORPORATIONhistory →COM1.36%$4M3.7K
24AIM ETF PRODUCTS TRUSTALLIANZIM US EQ · ALLIANZIM US EQT1.24%$3M83.8K
25VVISA INChistory →COM CL A1.15%$3M10.2K
26FIRST TR EXCHNG TRADED FD VIFT VEST LADDERED1.08%$3M85.9K
27GLOBAL X FDSUS INFR DEV ETF0.91%$2M48.3K
28METAMETA PLATFORMS INCCL A0.90%$2M4.2K
29VDCVANGUARD WORLD FDCONSUM STP ETF0.90%$2M10.7K
30SYKSTRYKER CORPORATIONCOM0.83%$2M6.8K
31ASML HLDG NVN Y REGISTRY SHS0.81%$2M1.6K
32LLYELI LILLY & COCOM0.79%$2M2.3K
33PGRPROGRESSIVE CORPCOM0.76%$2M10.3K
34TMUST-MOBILE US INCCOM0.74%$2M9.4K
35SHWSHERWIN WILLIAMS COCOM0.72%$2M6.0K
36ADPAUTOMATIC DATA PROCESSING INCOM0.62%$2M8.2K
37WABWABTECCOM0.59%$2M6.3K
38MUMICRON TECHNOLOGY INCCOM0.56%$2M4.5K
39LMTLOCKHEED MARTIN CORPCOM0.55%$1M2.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$268M139Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$241M127Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$174M122Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$192M106Jul 28, 202513F-HRchanges · EDGAR ↗
Q1 2025$187M95Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$197M111Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$175M91Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$163M89Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$150M80Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$127M69Jan 22, 202413F-HRchanges · EDGAR ↗
Q3 2023$107M61Oct 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$114M62Jul 20, 202313F-HRchanges · EDGAR ↗
Q1 2023$96M63Apr 14, 202313F-HRchanges · EDGAR ↗
Q4 2022$80M51Jan 20, 202313F-HRchanges · EDGAR ↗
Q3 2022$71M47Oct 13, 202213F-HRchanges · EDGAR ↗
Q2 2022$95M51Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$122M70Apr 26, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.