Nvest Wealth Strategies, Inc. Top Holdings and 13F Report (2026) About Nvest Wealth Strategies, Inc.Investment ActivityNvest Wealth Strategies, Inc. has $142.86 million in total holdings as of March 31, 2026.Nvest Wealth Strategies, Inc. owns shares of 395 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.96% of the portfolio was purchased this quarter.About 4.12% of the portfolio was sold this quarter.This quarter, Nvest Wealth Strategies, Inc. has purchased 216 new stocks and bought additional shares in 60 stocks.Nvest Wealth Strategies, Inc. sold shares of 37 stocks and completely divested from 20 stocks this quarter.Largest Holdings John Hancock Multifactor Mid Cap ETF $27,961,855Schwab U.S. Large-Cap Growth ETF $17,743,6652023 ETF SERIES TRUST $12,913,363Avantis U.S. Small Cap Value ETF $10,855,086First Trust North American Energy Infrastructure Fund $8,931,619 Largest New Holdings this Quarter 025072190 - AMERICAN CENTY ETF TR $4,031,935 Holding87283Q404 - T. Rowe Price Dividend Growth ETF $526,724 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $22,436 Holding464287457 - iShares 1-3 Year Treasury Bond ETF $18,414 Holding464288661 - iShares 3-7 Year Treasury Bond ETF $15,063 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 56,116 shares (about $4.03M)2023 ETF SERIES TRUST 49,670 shares (about $2.05M)WisdomTree Japan Hedged Equity Fund 5,040 shares (about $799.25K)Invesco S&P 500 Equal Weight ETF 3,594 shares (about $689.76K)Schwab U.S. Large-Cap Growth ETF 21,516 shares (about $626.76K) Largest Sales this Quarter WisdomTree International Hedged Quality Dividend Growth Fund 33,177 shares (about $1.60M)John Hancock Multifactor Mid Cap ETF 14,999 shares (about $1.01M)SPDR S&P 600 Small Cap Growth ETF 8,535 shares (about $824.65K)First Trust North American Energy Infrastructure Fund 13,961 shares (about $609.54K)Union Pacific 1,883 shares (about $456.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNvest Wealth Strategies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJHMMJohn Hancock Multifactor Mid Cap ETF$27,961,855$1,006,733 ▼-3.5%416,59519.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$17,743,665$626,761 ▲3.7%609,12012.4%ETF2023 ETF SERIES TRUST$12,913,363$2,047,398 ▲18.8%313,2799.0%BRANDES INTERNATAVUVAvantis U.S. Small Cap Value ETF$10,855,086$348,642 ▼-3.1%98,2637.6%ETFEMLPFirst Trust North American Energy Infrastructure Fund$8,931,619$609,538 ▼-6.4%204,5726.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$7,885,661$25,122 ▲0.3%89,7735.5%ManufacturingSLYGSPDR S&P 600 Small Cap Growth ETF$6,779,131$824,650 ▼-10.8%70,1634.7%ETFHARBOR ETF TRUST$6,139,825$5,892 ▼-0.1%197,9954.3%HARBOR COMMODITYDXJWisdomTree Japan Hedged Equity Fund$5,956,648$799,252 ▲15.5%37,5624.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$5,282,992$689,762 ▲15.0%27,5273.7%ETFSLYVSPDR S&P 600 Small Cap Value ETF$4,750,848$65,828 ▼-1.4%50,2313.3%ETFAMERICAN CENTY ETF TR$4,031,935$4,031,935 ▲New Holding56,1162.8%AVANTIS INTL SMLIHDGWisdomTree International Hedged Quality Dividend Growth Fund$3,768,854$1,597,476 ▼-29.8%78,2732.6%FinanceUNPUnion Pacific$2,787,564$456,870 ▼-14.1%11,4892.0%TransportationEA SERIES TRUST$2,429,270$68,432 ▼-2.7%49,6991.7%CAMBRIA US EQUALFNDFSchwab Fundamental International Equity ETF$2,326,769$68,453 ▲3.0%47,5531.6%ETFNVDANVIDIA$1,205,859$333,817 ▲38.3%6,9140.8%Computer and TechnologyAMERICAN CENTY ETF TR$1,102,389$22,328 ▲2.1%14,8610.8%AVANTIS US MID CAVDVAvantis International Small Cap Value ETF$1,060,514$223,287 ▲26.7%10,6200.7%ETFNVDANVIDIA$697,600$174,400 ▼-20.0%4,0000.5%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$686,712$38,084 ▼-5.3%2,2720.5%ETFPPGPPG Industries$527,484$428 ▲0.1%4,9350.4%Basic MaterialsTDVGT. Rowe Price Dividend Growth ETF$526,724$526,724 ▲New Holding11,8020.4%ETFAAPLApple$515,894$18,271 ▼-3.4%2,0330.4%Computer and TechnologyEA SERIES TRUST$425,4730.0%8,4370.3%CAMBRIA GLOBALAMZNAmazon.com$272,626$28,117 ▲11.5%1,3090.2%Retail/WholesaleTCHPT. Rowe Price Blue Chip Growth ETF$249,883$16,126 ▲6.9%5,6560.2%ETFVIGIVanguard International Dividend Appreciation ETF$249,015$31,934 ▼-11.4%2,8150.2%ETFJBHTJ.B. Hunt Transport Services$241,9900.0%1,1420.2%TransportationQQQInvesco QQQ$239,530$124,094 ▲107.5%4150.2%FinanceBPBP$184,381$329 ▲0.2%3,9230.1%EnergyAEPAmerican Electric Power$171,716$262 ▲0.2%1,3100.1%UtilitiesPALANTIR TECHNOLOGIES INC$160,616$19,748 ▲14.0%1,0980.1%CL AUSFRWisdomTree Floating Rate Treasury Fund$146,490$3,876 ▼-2.6%2,9100.1%FinanceCATCaterpillar$136,395$707 ▲0.5%1930.1%IndustrialsPGProcter & Gamble$133,4630.0%9240.1%Consumer StaplesSHOPIFY INC$118,976$356 ▲0.3%1,0030.1%CL A SUB VTG SHSQQQInvesco QQQ$115,4360.0%2000.1%FinanceTSLATesla$112,2690.0%3020.1%Auto/Tires/TrucksMSFTMicrosoft$95,973$1,112 ▲1.2%2590.1%Computer and TechnologyQGROAmerican Century U.S. Quality Growth ETF$89,591$24,367 ▼-21.4%8530.1%ETFFENYFidelity MSCI Energy Index ETF$85,0500.0%2,5000.1%ETFCOMDirexion Auspice Broad Commodity Strategy ETF$83,892$293,840 ▼-77.8%2,4990.1%ETFMCDMcDonald's$79,874$311 ▼-0.4%2570.1%Retail/WholesaleVRSNVeriSign$72,026$7,451 ▼-9.4%2900.1%Computer and TechnologyMSMorgan Stanley$68,785$40,152 ▲140.2%4180.0%FinanceJNJJohnson & Johnson$67,055$245 ▲0.4%2740.0%MedicalGLDSPDR Gold Shares$66,695$8,606 ▲14.8%1550.0%FinanceGOOGLAlphabet$64,209$576 ▲0.9%2230.0%Computer and TechnologyGEGE Aerospace$63,652$10,230 ▲19.1%2240.0%AerospaceGSThe Goldman Sachs Group$61,758$29,610 ▼-32.4%730.0%FinanceSTESTERIS$61,2540.0%2770.0%MedicalJPMJPMorgan Chase & Co.$57,656$882 ▲1.6%1960.0%FinanceSGOLabrdn Physical Gold Shares ETF$55,7750.0%1,2500.0%ETFTMOThermo Fisher Scientific$54,069$12,780 ▼-19.1%1100.0%MedicalLLYEli Lilly and Company$51,7790.0%560.0%MedicalABBVAbbVie$47,883$9,359 ▼-16.3%2200.0%MedicalSTLDSteel Dynamics$45,0000.0%2500.0%Basic MaterialsXOMExxonMobil$44,967$170 ▲0.4%2650.0%EnergyFTNTFortinet$42,4950.0%5200.0%Computer and TechnologyLUVSouthwest Airlines$42,4550.0%1,1300.0%TransportationSPGIS&P Global$41,684$1,701 ▲4.3%980.0%FinanceGE VERNOVA INC$41,141$3,501 ▼-7.8%470.0%COMHALHalliburton$35,403$312 ▲0.9%9080.0%EnergyGOOGAlphabet$35,284$574 ▲1.7%1230.0%Computer and TechnologyHDHome Depot$34,5340.0%1050.0%Retail/WholesaleETF SER SOLUTIONS$33,1560.0%3090.0%DEFIANCE QUANTUMAVGOBroadcom$29,4040.0%950.0%Computer and TechnologyRUSHBRush Enterprises$28,9580.0%4500.0%Retail/WholesaleLYVLive Nation Entertainment$28,673$458 ▲1.6%1880.0%Consumer DiscretionaryQCOMQualcomm$27,560$515 ▲1.9%2140.0%Computer and TechnologyHBANHuntington Bancshares$27,169$12,051 ▲79.7%1,7360.0%FinanceTSMTaiwan Semiconductor Manufacturing$27,037$4,056 ▲17.6%800.0%Computer and TechnologyCGMUCapital Group Municipal Income ETF$26,580$3,122 ▲13.3%9790.0%ETFASMLASML$26,417$1,321 ▲5.3%200.0%Computer and TechnologyOXYOccidental Petroleum$26,0000.0%4000.0%EnergyTFISPDR Nuveen ICE Municipal Bond ETF$25,1190.0%5540.0%FinanceVOOVanguard S&P 500 ETF$24,7920.0%410.0%ETFKGCKinross Gold$24,4160.0%8000.0%Basic MaterialsOVVOvintiv$23,7440.0%4000.0%EnergyFCXFreeport-McMoRan$23,631$705 ▲3.1%4020.0%Basic MaterialsORLAOrla Mining$23,0830.0%1,4310.0%Basic MaterialsWMWaste Management$22,9790.0%1000.0%Business ServicesAGGiShares Core U.S. Aggregate Bond ETF$22,436$22,436 ▲New Holding2260.0%FinanceMETAMeta Platforms$20,5970.0%360.0%Computer and TechnologyRTXRTX$20,4480.0%1060.0%AerospaceEMREmerson Electric$20,440$786 ▲4.0%1560.0%IndustrialsTXNTexas Instruments$19,803$17,279 ▼-46.6%1020.0%Computer and TechnologyABTAbbott Laboratories$18,450$1,230 ▲7.1%1800.0%MedicalSHYiShares 1-3 Year Treasury Bond ETF$18,414$18,414 ▲New Holding2230.0%ManufacturingWBDWarner Bros. Discovery$18,124$275 ▲1.5%6600.0%Consumer DiscretionaryASGN INC$18,0390.0%4660.0%COMDEDeere & Company$17,9220.0%320.0%IndustrialsWORWorthington Enterprises$17,4150.0%3340.0%ConstructionETEnergy Transfer$17,3700.0%9000.0%EnergyIVWiShares S&P 500 Growth ETF$17,0800.0%1510.0%ETFNFLXNetflix$16,442$481 ▲3.0%1710.0%Consumer DiscretionaryGATXGATX$16,2210.0%950.0%TransportationIEIiShares 3-7 Year Treasury Bond ETF$15,063$15,063 ▲New Holding1270.0%ETFURIUnited Rentals$14,5720.0%200.0%ConstructionShowing 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. 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