Nestegg Advisors, Inc. Top Holdings and 13F Report (2026) About Nestegg Advisors, Inc.Investment ActivityNestegg Advisors, Inc. has $113.86 million in total holdings as of March 31, 2026.Nestegg Advisors, Inc. owns shares of 51 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.75% of the portfolio was purchased this quarter.About 5.67% of the portfolio was sold this quarter.This quarter, Nestegg Advisors, Inc. has purchased 51 new stocks and bought additional shares in 20 stocks.Nestegg Advisors, Inc. sold shares of 22 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $19,850,379iShares Russell 1000 Value ETF $16,941,689iShares Core S&P Small-Cap ETF $12,418,019ISHARES TR $8,327,839First Trust Rising Dividend Achievers ETF $7,771,605 Largest New Holdings this Quarter 87283Q883 - T. Rowe Price Floating Rate ETF $745,049 Holding92343V104 - Verizon Communications $228,881 Holding65339F101 - NextEra Energy $223,066 Holding Largest Purchases this Quarter ISHARES TR 133,963 shares (about $3.49M)T. Rowe Price Floating Rate ETF 14,794 shares (about $745.05K)iShares Russell 1000 Value ETF 2,745 shares (about $586.52K)INVESCO EXCH TRD SLF IDX FD 21,610 shares (about $524.21K)Schwab International Equity ETF 12,211 shares (about $302.22K) Largest Sales this Quarter iShares iBonds Dec 2030 Term Corporate ETF 142,546 shares (about $3.12M)ISHARES TR 19,445 shares (about $502.26K)iShares iBonds Dec 2026 Term Corporate ETF 13,762 shares (about $333.58K)iShares Core S&P Small-Cap ETF 2,564 shares (about $318.73K)Costco Wholesale 290 shares (about $289.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNestegg Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$19,850,379$101,484 ▲0.5%46,55317.4%ETFIWDiShares Russell 1000 Value ETF$16,941,689$586,524 ▲3.6%79,28914.9%ETFIJRiShares Core S&P Small-Cap ETF$12,418,019$318,729 ▼-2.5%99,89610.9%ETFISHARES TR$8,327,839$3,491,076 ▲72.2%319,5647.3%IBONDS DEC 2034RDVYFirst Trust Rising Dividend Achievers ETF$7,771,605$209,824 ▲2.8%113,8206.8%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$6,328,659$60,619 ▼-0.9%217,2565.6%ETFVUGVanguard Growth ETF$5,641,518$103,518 ▲1.9%12,9165.0%ETFVEAVanguard FTSE Developed Markets ETF$4,171,693$13,136 ▼-0.3%65,1013.7%ETFAAPLApple$3,562,984$14,974 ▼-0.4%14,0393.1%Computer and TechnologyPFMInvesco Dividend Achievers ETF$2,532,858$3,781 ▲0.1%49,5752.2%ManufacturingSCHFSchwab International Equity ETF$2,444,488$302,223 ▲14.1%98,7672.1%ETFINVESCO EXCH TRD SLF IDX FD$1,903,234$524,209 ▲38.0%78,4591.7%BULLETSHARE 2034SCHASchwab US Small-Cap ETF$1,583,229$12,126 ▼-0.8%54,4441.4%ETFISHARES TR$1,543,653$502,265 ▼-24.5%59,7621.4%IBONDS DEC 2030IBDViShares iBonds Dec 2030 Term Corporate ETF$1,497,866$3,120,330 ▼-67.6%68,4271.3%ETFPIDInvesco International Dividend Achievers ETF$1,096,120$184,555 ▼-14.4%49,2721.0%ManufacturingVIOOVanguard S&P Small-Cap 600 ETF$1,050,674$459 ▲0.0%9,1500.9%ETFVNQVanguard Real Estate ETF$956,688$113,532 ▼-10.6%10,7860.8%ETFEFAiShares MSCI EAFE ETF$926,2970.0%9,5370.8%FinanceIWViShares Russell 3000 ETF$925,5930.0%2,4970.8%ETFVBVanguard Small-Cap ETF$837,586$4,976 ▲0.6%3,1980.7%ETFTFLRT. Rowe Price Floating Rate ETF$745,049$745,049 ▲New Holding14,7940.7%ETFCOSTCostco Wholesale$677,828$289,074 ▼-29.9%6800.6%Retail/WholesaleIBDYiShares iBonds Dec 2033 Term Corporate ETF$569,290$2,404 ▼-0.4%22,0230.5%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$564,549$4,102 ▲0.7%26,9730.5%ETFXLREReal Estate Select Sector SPDR Fund$522,618$1,429 ▲0.3%12,8000.5%ETFIVViShares Core S&P 500 ETF$516,381$1,958 ▲0.4%7910.5%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$509,879$34,770 ▼-6.4%23,3750.4%ManufacturingIWBiShares Russell 1000 ETF$482,0690.0%1,3520.4%ETFVTVVanguard Value ETF$474,995$2,551 ▲0.5%2,4210.4%ETFHDHome Depot$473,755$50,994 ▼-9.7%1,4400.4%Retail/WholesaleIDCCInterDigital$461,838$906 ▲0.2%1,5290.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$436,991$1,075 ▼-0.2%2,0320.4%ETFJNJJohnson & Johnson$401,348$11,488 ▼-2.8%1,6420.4%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$370,921$55,696 ▼-13.1%4,4820.3%ETFVOOVanguard S&P 500 ETF$365,472$4,180 ▼-1.1%6120.3%ETFGOOGAlphabet$316,311$7,169 ▼-2.2%1,1030.3%Computer and TechnologyIBDXiShares iBonds Dec 2032 Term Corporate ETF$308,431$1,921 ▲0.6%12,2050.3%ETFMSFTMicrosoft$302,799$71,813 ▼-19.2%8180.3%Computer and TechnologyQQQInvesco QQQ$300,2970.0%5200.3%FinanceVYMIVanguard International High Dividend Yield ETF$292,531$2,262 ▲0.8%3,1040.3%ETFIWMiShares Russell 2000 ETF$282,507$2,728 ▼-1.0%1,1390.2%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$273,136$1,229 ▲0.5%2,8880.2%ETFAMZNAmazon.com$268,4600.0%1,2890.2%Retail/WholesaleJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$258,4000.0%3,8700.2%ETFTRVTravelers Companies$248,963$101,742 ▼-29.0%8540.2%FinancePWVInvesco Large Cap Value ETF$235,922$1,115 ▲0.5%3,3840.2%ETFVZVerizon Communications$228,881$228,881 ▲New Holding4,5590.2%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$225,955$333,576 ▼-59.6%9,3220.2%ETFNEENextEra Energy$223,066$223,066 ▲New Holding2,4020.2%UtilitiesIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$209,695$868 ▲0.4%8,2140.2%ETFSPYSPDR S&P 500 ETF Trust$0$693,290 ▼-100.0%00.0%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$0$252,199 ▼-100.0%00.0%ETFTRMBTrimble$0$200,263 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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