Sign In
test

Steven G Henderly

Nvest Wealth Strategies, Inc.

Assets Managed
$160M
Holdings
351
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
12%(2Q avg: 8.42%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Nvest Wealth Strategies, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 351 positions.

Assets under management

The assets under management (AUM) of Nvest Wealth Strategies, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 160M in assets, with a quarterly growth rate of 12% and a 2-quarter average growth rate of 8.42%. The portfolio is managed by Steven G Henderly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JHMM
John Hancock Multi Fact Mid
Recent Activity
Increased 1.65%
19.84%
$31.743M
423,460 shares@ $74.96 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.81%
13.12%
$20.985M
620,125 shares@ $33.84 avg price
BINV
Brandes International Etf
Recent Activity
Increased 5.15%
8.64%
$13.822M
329,409 shares@ $41.97 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 1.98%
7.82%
$12.501M
100,202 shares@ $124.77 avg price
EMLP
First Trust North American E
Recent Activity
Increased 3.18%
5.74%
$9.182M
211,073 shares@ $43.5 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -0.29%
5.35%
$8.558M
89,504 shares@ $95.63 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Increased 0.78%
5.27%
$8.423M
70,704 shares@ $119.14 avg price
DXJ
Wisdomtree Japan Hedged Eq
Recent Activity
Increased 2.64%
4.19%
$6.69M
38,553 shares@ $173.53 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 4.38%
3.83%
$6.113M
28,731 shares@ $212.77 avg price
HGER
Harbor Commodity All Weather
Recent Activity
Increased 3.86%
3.78%
$6.033M
205,635 shares@ $29.35 avg price

1-10 of 351