Nvest Wealth Strategies, Inc.

Q4 2025 13F Detailed 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
4/13/2026
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None