Nvest Wealth Strategies, Inc.
•CIK: 2106942•Filing: Q4 2025
**Nvest Wealth Strategies, Inc.** manages $135M across a diversified portfolio of 214 positions. The fund exhibits significant concentration in growth and sector-specific equities, notably allocating $28.3M to JHMM and $19.2M to SCHG. Further substantial exposure is maintained in BINV ($10.6M) and AVUV ($10.3M), indicating a tactical tilt toward established growth themes. This positioning suggests a mandate focused on capturing alpha through targeted, high-conviction sector bets.
Total AUM
$135.2M
QoQ Performance
N/A
Positions
186
Top 10 Concentration
79.2%
Latest Filing
Q4 2025
Top Holdings Allocation
JHMM
SCHG
BINV
AVUV
EMLP
DGRW
SLYG
JHMM20.9%
SCHG14.2%
BINV7.8%
AVUV7.6%
EMLP6.1%
DGRW5.9%
SLYG5.5%
IHDG4.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other94.9%
Industrial2.5%
Technology1.7%
Consumer0.4%
Healthcare0.2%
Financial0.2%
Energy0.0%
ETF0.0%