Nvest Wealth Strategies, Inc.

Q3 2026 13F Detailed Holdings

Location
Powell, OH
Holdings as of
9/30/2026
Value ($000)
$138,203
Num holdings
548
Date filed
10/14/2026
Form type
13F-HR
Prev filing
7/10/2026
Next filing
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

Other Managers

Num Name File Number
1 O'SHAUGHNESSY ASSET MANAGEMENT, LLC