Nvest Financial, LLC - Q42025 Holdings

Nvest Financial, LLC holds 127 stocks with a total portfolio value of $ 240.55M as of Q42025. In Q42025, Nvest Financial, LLC added 13 new positions, increased stakes in 102 stocks, reduced 8 holdings, and fully exited 8 positions. The largest holding is Ishares Tr (IWF), representing 7.90% of the total portfolio.