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CIK: 0001948755
Total reported value
$131.6M
$131.6M
29 檔
57.5%
In Q1 2026, Nest Investments, LLC's U.S. equity holdings reached a combined market value of $131.6M, distributed across 29 disclosed stock positions.
In Q1 2026, Nest Investments, LLC displayed an active expansion posture, initiating 0 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 19.48% | -1.81% | — | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 12.32% | -0.40% | — | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 11.79% | +0.22% | — | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 11.14% | -1.02% | — | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.83% | +0.73% | — | |
| 6 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 6.03% | -0.18% | — | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.05% | +0.25% | — | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.73% | +0.33% | — | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.35% | -0.07% | — | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.29% | +0.08% | — | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 1.92% | -1.03% | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.85% | +0.22% | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | +0.40% | — | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.49% | -0.07% | — | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.42% | +0.62% | — | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.40% | +0.13% | — | |
| 17 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.38% | -0.21% | — | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.23% | — | — | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.23% | — | — | |
| 20 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.90% | -0.04% | — | |
| 21 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.89% | +0.04% | — | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.80% | -0.04% | — | |
| 23 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.79% | -0.03% | — | |
| 24 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.71% | +0.02% | — | |
| 25 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.63% | — | — | |
| 26 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.59% | +0.14% | — | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.45% | +0.13% | — | |
| 28 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.38% | +0.01% | — | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.33% | +0.09% | — |
According to official SEC Form 13F filings, Nest Investments, LLC reported a total U.S. public equity portfolio value of $131.6M across 29 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GBIL, BOND, VT) accounted for 57.5% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
AOA
前期市值: $218.6K
During Q1 2026, Nest Investments, LLC's top holdings by market value included GBIL (19.5%)、BOND (12.3%)、VT (11.8%). The largest single position, GBIL, represented 19.5% of total portfolio value.
In Q1 2026, Nest Investments, LLC made 30 total portfolio adjustments, initiating 0 new buys, adding to 24 positions, trimming 5 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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