13F Filings History of Nvest Financial, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$240,552,024
Signature - Title
Nichole Raftopoulos - Chief Compliance Officer
Location
Portsmouth, NH
Summary
This page shows a list of all the recent 13F filings made by Nvest Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nvest Financial, LLC reported 127 stock holdings with total value $240,552,024 as of Q4 2025. Top holdings included IWF, AAPL, SPY, IVE, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 127 $240,552,024 +$68,709,565 -$3,566,825 +$65,142,740 IWF, AAPL, SPY, IVE, GOOGL 13F-HR 10 Feb 2026, 17:24
Q3 2025 122 $174,045,409 +$13,213,437 -$45,250,289 -$32,036,852 IWF, AAPL, IVE, SPY, NVDA 13F-HR 13 Nov 2025, 12:21
Q2 2025 106 $192,005,944 +$20,673,897 -$30,291,726 -$9,617,829 IWF, SPY, IVE, AAPL, BRKB 13F-HR 28 Jul 2025, 16:17
Q1 2025 95 $186,783,783 +$12,486,408 -$19,267,219 -$6,780,811 GLD, IWF, SPY, AAPL, IVE 13F-HR 23 Apr 2025, 17:02
Q4 2024 111 $196,958,598 +$24,234,195 -$4,588,104 +$19,646,091 IWF, GLD, AAPL, SPY, IVE 13F-HR 22 Jan 2025, 18:01
Q3 2024 91 $175,280,029 +$10,366,463 -$8,085,851 +$2,280,612 IWF, GLD, SPY, AAPL, IVE 13F-HR 09 Oct 2024, 17:18
Q2 2024 89 $162,637,553 +$18,331,520 -$9,330,488 +$9,001,032 IWF, GLD, SPY, IVE, AAPL 13F-HR 19 Jul 2024, 17:30
Q1 2024 80 $150,096,978 +$19,303,663 -$4,805,334 +$14,498,329 IWF, GLD, SPY, IVE, AAPL 13F-HR 18 Apr 2024, 13:24
Q4 2023 69 $127,150,172 +$14,353,512 -$4,511,426 +$9,842,086 IWF, GLD, IVE, SPY, AAPL 13F-HR 22 Jan 2024, 17:09
Q3 2023 61 $107,067,701 +$6,655,416 -$8,711,990 -$2,056,574 GLD, IWF, SPY, IVE, AAPL 13F-HR 13 Oct 2023, 10:25
Q2 2023 62 $114,201,981 +$18,317,099 -$6,411,691 +$11,905,408 GLD, IWF, SPY, IVE, AAPL 13F-HR 20 Jul 2023, 10:22
Q1 2023 63 $96,037,690 +$13,344,389 -$562,901 +$12,781,488 IWF, SPY, IVE, AAPL, SDY 13F-HR 14 Apr 2023, 14:41
Q4 2022 51 $79,920,511 +$3,794,409 -$473,201 +$3,321,208 SPY, IVE, IWF, SDY, BRKB 13F-HR 19 Jan 2023, 21:16
Q3 2022 47 $70,730,000 +$2,586,674 -$22,009,016 -$19,422,342 IWF, SPY, SDY, IVE, AAPL 13F-HR 13 Oct 2022, 07:00
Q2 2022 51 $95,320,000 +$10,308,339 -$22,583,690 -$12,275,351 STPZ, SPY, SDY, IWF, IVE 13F-HR 13 Jul 2022, 13:25
Q1 2022 70 $121,700,000 $0 $0 $0 STPZ, SPY, VIOV, IWF, SDY 13F-HR 25 Apr 2022, 17:53