13F Filings History of Nvest Wealth Strategies, Inc.

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$135,224,641
Signature - Title
Steven G Henderly - Partner and CEO
Location
Powell, OH
Summary
This page shows a list of all the recent 13F filings made by Nvest Wealth Strategies, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nvest Wealth Strategies, Inc. reported 214 stock holdings with total value $135,224,641 as of Q4 2025. Top holdings included JHMM, SCHG, BINV, AVUV, and EMLP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 214 $135,224,641 $0 $0 $0 JHMM, SCHG, BINV, AVUV, EMLP 13F-HR 28 Jan 2026, 15:03