NESTEGG ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, NESTEGG ADVISORS, INC. held in its portfolio 50 assets valued at $117,066,554 (i.e. $117.07M).
The most valuable assets in the portfolio included: ISHARES TR ($21.92M), ISHARES TR ($16.10M), and ISHARES TR ($12.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NESTEGG ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 46315 | 21920758 | RUS 1000 GRW ETF |
| ISHARES TR | 76544 | 16100212 | RUS 1000 VAL ETF |
| ISHARES TR | 102460 | 12313612 | CORE S&P SCP ETF |
| FIRST TR EXCHANGE TRADED FD | 110747 | 7693576 | RISNG DIVD ACHIV |
| SCHWAB STRATEGIC TR | 219337 | 7154788 | US LCAP GR ETF |
| ISHARES TR | 290180 | 6720315 | IBONDS DEC 2030 |
| VANGUARD INDEX FDS | 12679 | 6185441 | GROWTH ETF |
| ISHARES TR | 185601 | 4894296 | IBONDS DEC 2034 |
| VANGUARD TAX-MANAGED FDS | 65306 | 4079685 | VAN FTSE DEV MKT |
| APPLE INC | 14098 | 3832638 | COM |
| INVESCO EXCHANGE TRADED FD T | 49501 | 2549520 | DIVID ACHIEVEV |
| SCHWAB STRATEGIC TR | 86556 | 2080811 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 54861 | 1562451 | US SML CAP ETF |
| INVESCO EXCH TRD SLF IDX FD | 56849 | 1397413 | BULLETSHARE 2034 |
| INVESCO EXCHANGE TRADED FD T | 57568 | 1266500 | INTL DIVI ACHI |
| VANGUARD INDEX FDS | 12066 | 1067701 | REAL ESTATE ETF |
| VANGUARD ADMIRAL FDS INC | 9146 | 1014820 | SMLLCP 600 IDX |
| ISHARES TR | 2497 | 965969 | RUSSELL 3000 ETF |
| ISHARES TR | 9537 | 915806 | MSCI EAFE ETF |
| COSTCO WHSL CORP NEW | 970 | 836542 | COM |
| VANGUARD INDEX FDS | 3179 | 820015 | SMALL CP ETF |
| SPDR S&P 500 ETF TR | 1017 | 693290 | TR UNIT |
| ISHARES TR | 22116 | 578108 | IBONDS DEC 2033 |
| ISHARES TR | 26777 | 566330 | IBONDS DEC 2031 |
| ISHARES TR | 23084 | 559321 | IBONDS DEC2026 |
| INVESCO EXCH TRD SLF IDX FD | 24969 | 549943 | INVSC 30 MUNI BD |
| HOME DEPOT INC | 1595 | 548918 | COM |
| ISHARES TR | 788 | 540000 | CORE S&P500 ETF |
| SELECT SECTOR SPDR TR | 12765 | 515088 | STATE STREET REA |
| ISHARES TR | 1352 | 504891 | RUS 1000 ETF |
| MICROSOFT CORP | 1012 | 489269 | COM |
| INTERDIGITAL INC | 1526 | 485848 | COM |
| VANGUARD INDEX FDS | 2408 | 459831 | VALUE ETF |
| VANGUARD SPECIALIZED FUNDS | 2037 | 447680 | DIV APP ETF |
| VANGUARD SCOTTSDALE FDS | 5155 | 431706 | INT-TERM CORP |
| VANGUARD INDEX FDS | 619 | 387944 | S&P 500 ETF SHS |
| ALPHABET INC | 1128 | 353939 | CAP STK CL C |
| JOHNSON & JOHNSON | 1689 | 349439 | COM |
| TRAVELERS COMPANIES INC | 1203 | 348983 | COM |
| INVESCO QQQ TR | 520 | 319241 | UNIT SER 1 |
| ISHARES TR | 12129 | 309646 | IBONDS DEC 2032 |
| AMAZON COM INC | 1289 | 297527 | COM |
| ISHARES TR | 1150 | 283134 | RUSSELL 2000 ETF |
| VANGUARD WHITEHALL FDS | 3080 | 277233 | INTL HIGH ETF |
| SPDR SERIES TRUST | 2875 | 261531 | STATE STREET SPD |
| ISHARES TR | 9908 | 252199 | IBDS DEC28 ETF |
| J P MORGAN EXCHANGE TRADED F | 3870 | 249151 | SMALL & MID CAP |
| INVESCO EXCHANGE TRADED FD T | 3368 | 224024 | LARGE CAP VALUE |
| ISHARES TR | 8180 | 209208 | IBONDS DEC 28 |
| TRIMBLE INC | 2556 | 200263 | COM |
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