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Buddy Levy

Nestegg Advisors, Inc.

Assets Managed
$141.41M
Holdings
53
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
24.2%(2Q avg: 10.73%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Nestegg Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Nestegg Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 141.41M in assets, with a quarterly growth rate of 24.2% and a 2-quarter average growth rate of 10.73%. The portfolio is managed by Buddy Levy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 303.22%
16.49%
$23.308M
187,709 shares@ $124.17 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 0.95%
13.73%
$19.403M
80,035 shares@ $242.44 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.47%
10.43%
$14.746M
99,424 shares@ $148.31 avg price
IBDZ
Isharesibondsdec2034tmcorp
Recent Activity
Increased 22.7%
7.23%
$10.214M
392,084 shares@ $26.06 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 9.59%
7.15%
$10.111M
124,730 shares@ $81.07 avg price
TFLR
T Rowe Price Floating Rt Etf
Recent Activity
Increased 1008.66%
5.85%
$8.268M
164,015 shares@ $50.41 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 6.87%
5.56%
$7.857M
232,176 shares@ $33.84 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 557.5%
5.18%
$7.315M
84,922 shares@ $86.15 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.81%
3.38%
$4.769M
66,927 shares@ $71.26 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.1%
2.88%
$4.066M
14,052 shares@ $289.37 avg price

1-10 of 53