Nvest Wealth Strategies, Inc.
Q4 2025 13F Holdings
Location
Powell, OH
Holdings as of
12/31/2025
Value ($000)
$136,280
Num holdings
216
Date filed
1/28/2026
Form type
13F-HR
Prev filing
Next filing
SEC
View on sec.gov
Compare Q4 2025 to
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type