Nvest Wealth Strategies, Inc.

Q2 2026 13F Holdings

Location
Powell, OH
Holdings as of
6/30/2026
Value ($000)
$160,000
Num holdings
353
Date filed
7/10/2026
Form type
13F-HR
Prev filing
4/13/2026
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type