Nvest Wealth Strategies, Inc.
13F Portfolio Filings
Most recent 13F
Q4 2025
Location
Powell, OH
CIK
0002106942
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2025
216
136,280
JHMM, SCHG, BINV, AVUV
13F-HR
1/28/2026
000210694226000001