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Steven Henderly

Nvest Wealth Strategies, Inc.

Assets Managed
$142.862M
Holdings
393
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
4.83%(2Q avg: 2.42%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Nvest Wealth Strategies, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 393 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 142.862M in assets, with a quarterly growth rate of 4.83% and a 2-quarter average growth rate of 2.42%. The portfolio is managed by Steven Henderly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JHMM
John Hancock Multi Fact Mid
Recent Activity
Decreased -3.47%
19.58%
$27.962M
416,595 shares@ $67.12 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 3.67%
12.43%
$17.744M
609,120 shares@ $29.13 avg price
BINV
Brandes International Etf
Recent Activity
Increased 18.85%
9.04%
$12.913M
313,279 shares@ $41.23 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -3.11%
7.6%
$10.855M
98,263 shares@ $110.47 avg price
EMLP
First Trust North American E
Recent Activity
Decreased -6.38%
6.26%
$8.932M
204,572 shares@ $43.67 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 0.32%
5.52%
$7.886M
89,773 shares@ $87.85 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Decreased -10.84%
4.75%
$6.779M
70,163 shares@ $96.62 avg price
HGER
Harbor Commodity All Weather
Recent Activity
Decreased -0.09%
4.3%
$6.14M
197,995 shares@ $31.02 avg price
DXJ
Wisdomtree Japan Hedged Eq
Recent Activity
Increased 15.5%
4.17%
$5.957M
37,562 shares@ $158.59 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 15.02%
3.7%
$5.283M
27,527 shares@ $191.93 avg price

1-10 of 393