Nvest Wealth Strategies, Inc.

CIK 0002106942 · Q1 2026

13F Equity AUM

$142.9M

+4.8% QoQ

Positions

386

+178 QoQ

AUM Rank

#8,724

Top 70%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 54.9%Top 10: 77.3%Top 20: 94.7%

JHMM19.6%

SCHG12.4%

DXJ4.2%

RSP3.7%

Others (376)22.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services91.8%

Industrials2.5%

Technology2.2%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Loading summary cards...

Loading overlap analysis...

Loading position changes...

Holdings

Loading holdings...