13F filer

Nvest Wealth Strategies

As of Sep 30, 2026 Filed Oct 14, 2026 CIK 2106942 SEC filings ↗

13F Value

$138.2M

Positions

347

Top Position

JHMM18.1%

Top 5

56.7%

Latest filing changes

vs Jun 30, 2026

1 TDVG T. Rowe Price Dividend Growth ETF +64.0%+$698K

2 BINV Brandes International ETF +4.8%+$686K

3 UNP Union Pacific +17.5%+$546K

4 AVDS Avantis International Small Cap Equity ETF +6.4%+$294K

5 RSP Invesco S&P 500 Equal Weight ETF +4.2%+$250K

Holdings347

#
1	JHMM John Hancock Multifactor Mid Cap ETF	18.1%	$25.0M	-17.3%	350.3K	19.8%	ETF
2	SCHG Schwab U.S. Large-Cap Growth ETF	14.0%	$19.3M	-13.2%	538.3K	13.1%	ETF
3	BINV Brandes International ETF	10.8%	$14.9M	+4.8%	345.3K	8.6%	ETF
4	AVUV Avantis U.S. Small Cap Value ETF	8.4%	$11.6M	-1.9%	98.3K	7.8%	ETF
5	EMLP First Trust North American Energy Infrastructure Fund	5.5%	$7.6M	-12.6%	184.6K	5.7%	ETF
6	HGER Harbor Commodity All-Weather Strategy ETF	5.2%	$7.2M	-1.0%	203.6K	3.8%	ETF
7	DXJ Wisdomtree Tr — Japn Hedge Eqt	5.1%	$7.0M	+1.1%	39.0K	4.2%	Equity
8	SLYG State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	4.5%	$6.3M	-17.3%	58.4K	5.3%	ETF
9	RSP Invesco S&P 500 Equal Weight ETF	4.5%	$6.2M	+4.2%	29.9K	3.8%	ETF
10	AVDS Avantis International Small Cap Equity ETF	3.6%	$4.9M	+6.4%	63.0K	2.8%	ETF
11	UNP Union Pacific	2.7%	$3.7M	+17.5%	13.5K	2.0%	Common Stock
12	DGRW Wisdomtree Tr — US Qtly Div Grt	2.4%	$3.3M	-61.7%	34.3K	5.3%	Equity
13	IHDG Wisdomtree Tr — Itl Hdg Qtly Div	2.1%	$2.9M	-28.8%	55.5K	2.6%	Equity
14	SLYV State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	1.9%	$2.6M	-49.0%	25.6K	3.4%	ETF
15	FNDF Schwab Fundamental International Equity ETF	1.3%	$1.8M	-29.7%	33.4K	1.6%	ETF
16	TDVG T. Rowe Price Dividend Growth ETF	1.3%	$1.8M	+64.0%	37.1K	0.7%	ETF
17	NVDA NVIDIA	1.1%	$1.5M	—	6.5K	0.8%	Common Stock
18	AVMV Avantis U.S. Mid Cap Value ETF	0.8%	$1.1M	-1.1%	15.0K	0.8%	ETF
19	NVDA · PUT NVIDIA	0.7%	$914K	—	4.0K	0.5%	Put
20	AVDV Avantis International Small Cap Value ETF	0.6%	$846K	-29.5%	7.7K	0.7%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing75

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.