Data as of Q4 2025 (Dec 31, 2025)

NESTEGG ADVISORS, INC.

•CIK: 2062716•Filing: Q4 2025

**NESTEGG ADVISORS, INC.** manages $117M across a diversified portfolio of 51 positions. The fund exhibits a notable overweighting toward sector-specific and index-tracking strategies, highlighted by significant allocations to IWF ($21.9M) and IWD ($16.1M). Further concentration is evident in core market exposure, with IJR ($12.3M) and RDVY ($7.7M) anchoring the top holdings. The portfolio maintains substantial exposure to technology and growth sectors, evidenced by combined positions in SCHG ($7.2M) and VUG ($6.2M).

Total AUM
$117.1M
QoQ Performance
+3.9%
Positions
26
Top 10 Concentration
75.9%
Latest Filing
Q4 2025

Top Holdings Allocation

IWF
IWD
IJR
RDVY
SCHG
VUG
IWF18.7%
IWD13.8%
IJR10.5%
RDVY6.6%
SCHG6.1%
VUG5.3%
IBDZ4.2%
IBDV4.0%

📈 Biggest Buys

IBDZ
ISHARES TR
NEW
4.2% of portfolio
BSMY
INVESCO EXCH TRD SLF IDX FD
NEW
1.2% of portfolio
RDVY
FIRST TR EXCHANGE TRADED FD
+6.6%
6.6% of portfolio
IBDY
ISHARES TR
+110.7%
0.5% of portfolio
VUG
VANGUARD INDEX FDS
+4.8%
5.3% of portfolio

📉 Biggest Sells

IBDV
ISHARES TR
-46.8%
4.0% of portfolio
IBMS
ISHARES TR
-32.3%
1.8% of portfolio
IVV
ISHARES TR
-15.2%
0.5% of portfolio
IBDT
ISHARES TR
-27.6%
0.2% of portfolio
IJR
ISHARES TR
-0.7%
10.5% of portfolio

Sector Breakdown

Other92.9%
Technology4.0%
Consumer1.4%
ETF1.4%
Healthcare0.3%

Changes from Q3 2025

NEW2 new positions
↑24 increased
↓18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

IWF18.7%
ISHARES TR
$21.9M
IWD13.8%
ISHARES TR
$16.1M
IJR10.5%
ISHARES TR
$12.3M
RDVY6.6%
FIRST TR EXCHANGE TRADED FD
$7.7M
SCHG6.1%
SCHWAB STRATEGIC TR
$7.2M

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