13F Filings History of NESTEGG ADVISORS, INC.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$117,066,554
Signature - Title
Buddy Levy - Chief Compliance Officer
Location
Hauppauge, NY
Summary
This page shows a list of all the recent 13F filings made by NESTEGG ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NESTEGG ADVISORS, INC. reported 51 stock holdings with total value $117,066,554 as of Q4 2025. Top holdings included IWF, IWD, IJR, RDVY, and SCHG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $117,066,554 +$8,199,544 -$5,677,967 +$2,521,577 IWF, IWD, IJR, RDVY, SCHG 13F-HR 21 Jan 2026, 13:56
Q3 2025 49 $112,637,417 +$4,207,546 -$2,737,586 +$1,469,960 IWF, IWD, IJR, IBDV, RDVY 13F-HR 23 Oct 2025, 15:08
Q2 2025 46 $103,851,653 +$4,306,696 -$1,784,256 +$2,522,440 IWF, IWD, IJR, IBDV, RDVY 13F-HR 28 Jul 2025, 17:17
Q1 2025 44 $94,084,000 +$4,636,267 -$3,249,598 +$1,386,669 IWF, IWD, IJR, IBDV, RDVY 13F-HR 14 May 2025, 10:58
Q4 2024 45 $98,835,391 $0 $0 $0 IWF, IWD, IJR, IBDV, RDVY 13F-HR 21 Mar 2025, 11:08