Nest Investments, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed August 18, 2026), Nest Investments, LLC reported 30 stock positions worth $119.5 million. Its top holding was Goldman Sachs Access Treasur (GBIL) at 21.1% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 12.1%) and Vanguard Tot World STK ETF (VT, 12.1%).
- Most Recent 13F
- Q2 2026
- Location
- CONSHOHOCKEN, PA
- CIK
- 0001948755
- Portfolio Value
- $119.5M (Q4 2025)
- SEC Filing
- 0001420506-26-001862 ↗ filed Aug 18, 2026
Holdings Value
Holdings 30 stocks · $119.5M
| GBIL Goldman Sachs Access Treasur | 21.13% | 252,722 | $25.3M | — |
| SGOV iShares 0-3 Month Treasury B | 12.07% | 143,713 | $14.4M | — |
| VT Vanguard Tot World STK ETF | 12.05% | 102,107 | $14.4M | — |
| BOND PIMCO Active Bond Exchange-T | 11.42% | 146,684 | $13.7M | — |
| QUAL iShares MSCI USA Quality Fac | 6.84% | 41,135 | $8.2M | — |
| BLV Vanguard Long-Term Bond ETF | 5.78% | 99,377 | $6.9M | — |
| DGRO iShares Core Dividend Growth | 4.87% | 83,893 | $5.8M | — |
| MINT PIMCO Enhanced Short Maturit | 2.39% | 28,417 | $2.9M | — |
| VNQ Vanguard Real Estate ETF | 2.18% | 29,474 | $2.6M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 2.08% | 31,149 | $2.5M | — |
| IAU iShares Gold Trust | 2.07% | 30,444 | $2.5M | — |
| IWF iShares Russell 1000 Growth | 1.98% | 4,993 | $2.4M | — |
| VGSH Vanguard Short-Term Treasury | 1.64% | 33,369 | $2.0M | — |
| IVV iShares Core S&P 500 ETF | 1.44% | 2,519 | $1.7M | — |
| IWN iShares Russell 2000 Value E | 1.34% | 8,849 | $1.6M | — |
| MTUM iShares MSCI USA Momentum Fa | 1.26% | 6,012 | $1.5M | — |
| PDBC Invesco Optimum Yield Divers | 1.16% | 104,550 | $1.4M | — |
| USMV iShares MSCI USA Min Vol Fac | 1.11% | 14,105 | $1.3M | — |
| DVY iShares Select Dividend ETF | 1.11% | 9,367 | $1.3M | — |
| SFLR Innovator Eqty MGD Floor ETF | 0.83% | 26,954 | $994K | — |
| VNQI Vanguard GLBL Ex-US Real Est | 0.80% | 20,940 | $960K | — |
| TIP iShares Tips Bond ETF | 0.78% | 8,523 | $937K | — |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.78% | 49,008 | $935K | — |
| PSTP Innovator PWR Buff Su St ETF | 0.65% | 22,035 | $779K | — |
| ZALT Innovator US Eq 10 Buffer | 0.57% | 20,932 | $682K | — |
| XMMO Invesco S&P Midcap Momentum | 0.50% | 4,274 | $592K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.39% | 1,816 | $468K | — |
| VRP Invesco Variable Rate Prefer | 0.30% | 14,869 | $362K | — |
| EEM iShares MSCI Emerging Market | 0.29% | 6,371 | $349K | — |
| AOA iShares Core 80/20 Aggressiv | 0.18% | 2,441 | $219K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.