Nvest Wealth Strategies, Inc.

Q3 2026 13F Holdings

Location
Powell, OH
Holdings as of
9/30/2026
Value ($000)
$138,203
Num holdings
347
Date filed
10/14/2026
Form type
13F-HR
Prev filing
7/10/2026
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