Nvest Wealth Strategies, Inc.
Nvest Wealth Strategies, Inc. reported 548 holdings worth US$138M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Nvest Wealth Strategies, Inc. reported 548 holdings worth US$138M as of Sep 30, 2026. Largest: Union Pacific Corporation, Nvidia Corporation and Ppg Industries, Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 548
- Value as reported
- US$138M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Union Pacific Corporation | 13,500 | US$3.67M | 2.7% |
| Nvidia Corporation | 6,479 | US$1.48M | 1.1% |
| Ppg Industries, Inc. | 4,956 | US$517K | 0.37% |
| Apple Inc | 1,097 | US$365K | 0.26% |
| Amazon.com, Inc. | 1,150 | US$287K | 0.21% |
| J.b. Hunt Transport Services, Inc. | 1,108 | US$248K | 0.18% |
| Jp Morgan Chase & Co. | 677 | US$224K | 0.16% |
| Caterpillar, Inc. | 193 | US$156K | 0.11% |
| American Electric Power Company, Inc. | 1,310 | US$155K | 0.11% |
| Shopify Inc. | 1,006 | US$149K | 0.11% |
| Procter & Gamble Company (the) | 924 | US$134K | 0.10% |
| Alphabet Inc (google) Class C | 314 | US$108K | 0.08% |
| Thermo Fisher Scientific Inc | 110 | US$74,256 | 0.05% |
| Johnson & Johnson | 274 | US$72,511 | 0.05% |
| Verisign, Inc. | 248 | US$69,940 | 0.05% |
| Goldman Sachs Group, Inc. (the) | 73 | US$65,994 | 0.05% |
| Abbvie Inc. | 234 | US$61,085 | 0.04% |
| Mcdonald's Corporation | 257 | US$59,352 | 0.04% |
| Ge Aerospace | 189 | US$58,982 | 0.04% |
| Steel Dynamics, Inc. | 250 | US$55,403 | 0.04% |
| Honda Motor Co., Ltd. | 1,714 | US$54,163 | 0.04% |
| Ge Vernova Inc. | 48 | US$45,791 | 0.03% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 92 | US$41,971 | 0.03% |
| Eli Lilly And Company | 35 | US$40,840 | 0.03% |
| Palantir Technologies Inc. | 208 | US$38,907 | 0.03% |
| Broadcom Inc. | 95 | US$33,409 | 0.02% |
| Morgan Stanley | 174 | US$32,726 | 0.02% |
| Asml Holding Nv | 18 | US$32,611 | 0.02% |
| Live Nation Entertainment, Inc. | 191 | US$32,337 | 0.02% |
| Space Exploration Technologies Corp | 200 | US$30,172 | 0.02% |
| Home Depot, Inc. (the) | 105 | US$29,872 | 0.02% |
| Huntington Bancshares Incorporated | 1,736 | US$26,492 | 0.02% |
| Meta Platforms, Inc. | 36 | US$26,107 | 0.02% |
| Emerson Electric Company | 160 | US$24,817 | 0.02% |
| Deere & Company | 32 | US$21,483 | 0.02% |
| Waste Management, Inc. | 100 | US$20,392 | 0.01% |
| Warner Bros. Discovery, Inc. - Series A | 650 | US$20,118 | 0.01% |
| United Rentals, Inc. | 20 | US$20,093 | 0.01% |
| Marathon Petroleum Corporation | 50 | US$19,897 | 0.01% |
| Rtx Corporation | 106 | US$19,679 | 0.01% |
| Kinross Gold Corporation | 800 | US$19,264 | 0.01% |
| Cbiz, Inc. | 325 | US$17,775 | 0.01% |
| S&p Global Inc. | 45 | US$17,752 | 0.01% |
| Abbott Laboratories | 179 | US$17,683 | 0.01% |
| Gatx Corporation | 95 | US$16,152 | 0.01% |
| Bp Plc | 350 | US$15,397 | 0.01% |
| Everforth, Inc. | 466 | US$15,332 | 0.01% |
| Allstate Corporation (the) | 68 | US$15,087 | 0.01% |
| Capital One Financial Corporation | 75 | US$14,482 | 0.01% |
| Hp Inc. | 430 | US$13,452 | <0.01% |
| Netflix, Inc. | 184 | US$12,804 | <0.01% |
| Waters Corporation | 29 | US$12,743 | <0.01% |
| International Business Machines Corporation | 50 | US$10,997 | <0.01% |
| Verizon Communications Inc. | 229 | US$10,508 | <0.01% |
| Dover Corporation | 56 | US$10,476 | <0.01% |
| Altria Group, Inc. | 146 | US$9,833 | <0.01% |
| Chevron Corporation | 45 | US$9,190 | <0.01% |
| Microsoft Corp. | 17 | US$8,871 | <0.01% |
| First Solar, Inc. | 50 | US$8,758 | <0.01% |
| Donaldson Company, Inc. | 100 | US$8,704 | <0.01% |
| Fedex Corporation | 29 | US$8,269 | <0.01% |
| Pangaea Logistics Solutions Ltd. | 1,000 | US$8,020 | <0.01% |
| Star Bulk Carriers Corp. | 262 | US$7,693 | <0.01% |
| Pepsico, Inc. | 60 | US$7,604 | <0.01% |
| U.s. Bancorp | 124 | US$7,164 | <0.01% |
| Coca-cola Company (the) | 80 | US$6,887 | <0.01% |
| Conocophillips | 55 | US$6,884 | <0.01% |
| American Tower Corporation (reit) | 42 | US$6,875 | <0.01% |
| Corteva, Inc. | 88 | US$6,834 | <0.01% |
| Sba Communications Corporation | 42 | US$6,726 | <0.01% |
| Piper Sandler Companies | 100 | US$6,597 | <0.01% |
| Charles Schwab Corporation (the) | 67 | US$6,550 | <0.01% |
| Genco Shipping & Trading Limited | 250 | US$6,540 | <0.01% |
| Houlihan Lokey, Inc. | 50 | US$6,317 | <0.01% |
| Emcor Group, Inc. | 8 | US$6,036 | <0.01% |
| Cvs Health Corporation | 70 | US$5,999 | <0.01% |
| Eog Resources, Inc. | 43 | US$5,925 | <0.01% |
| Citigroup, Inc. | 42 | US$5,440 | <0.01% |
| Mastec, Inc. | 25 | US$5,341 | <0.01% |
| Kroger Company (the) | 90 | US$5,256 | <0.01% |
| Biogen Inc. | 23 | US$5,196 | <0.01% |
| Mckesson Corporation | 6 | US$5,124 | <0.01% |
| 3m Company | 30 | US$4,925 | <0.01% |
| Jacobs Solutions Inc. | 35 | US$4,735 | <0.01% |
| Ge Healthcare Technologies Inc. | 72 | US$4,721 | <0.01% |
| Dick's Sporting Goods Inc | 35 | US$4,701 | <0.01% |
| Truist Financial Corporation | 100 | US$4,630 | <0.01% |
| Nasdaq, Inc. | 50 | US$4,602 | <0.01% |
| Kimco Realty Corporation (hc) | 200 | US$4,442 | <0.01% |
| Oracle Corporation | 32 | US$4,383 | <0.01% |
| Moelis & Company | 75 | US$4,314 | <0.01% |
| Visa Inc. | 12 | US$4,312 | <0.01% |
| Micron Technology, Inc. | 4 | US$4,262 | <0.01% |
| Tesla, Inc. | 12 | US$4,258 | <0.01% |
| Sk Hynix Inc. | 22 | US$4,052 | <0.01% |
| Crown Castle Inc. | 60 | US$3,999 | <0.01% |
| Palo Alto Networks, Inc. | 10 | US$3,974 | <0.01% |
| Kla Corporation | 20 | US$3,900 | <0.01% |
| Autodesk, Inc. | 18 | US$3,762 | <0.01% |
| Western Digital Corporation | 8 | US$3,636 | <0.01% |
Every holding of Nvest Wealth Strategies, Inc.
Source
View original at SEC
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