Q2 2026 13F · SEC CIK 1948755

Nest Investments, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $131.6M
Reported positions: 34
Holdings vs S&P 500, 3 yrs: —
Assets under management: $131.7M

Nest Investments, LLC is a wealth manager that reported 34 positions worth $131.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Goldman Sachs ETF Tr (GBIL, 17.7%), Vanguard Intl Equity Index F (VT, 12.0%), Pimco ETF Tr (BOND, 11.9%).

Nest Investments, LLC holdings all 34 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Nest Investments, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GBILGoldman Sachs ETF Tr	17.7%	19.5%	232,144	-3.0%	$23.3M
VTVanguard Intl Equity Index F	12.0%	11.8%	100,723	-4.0%	$15.8M
BONDPimco ETF Tr	11.9%	12.3%	170,171	+3.6%	$15.7M
SGOVIshares Tr	10.1%	11.1%	132,254	-2.9%	$13.3M
QUALIshares Tr	7.6%	6.8%	45,332	+3.4%	$9.9M
BLVVanguard Bd Index Fds	5.9%	6.0%	111,715	+3.6%	$7.7M
DGROIshares Tr	5.3%	5.0%	91,960	+3.9%	$7.0M
MINTPimco Enhanced Short Maturity Active Exc	3.1%	2.7%	39,980	+19.9%	$4.0M
VNQVanguard Index Fds	2.4%	2.3%	32,353	+1.9%	$3.1M
VCSHVanguard Scottsdale Fds	2.3%	2.3%	37,919	+4.2%	$3.0M
IWFIshares Tr	2.1%	1.8%	21,954	+312.3%	$2.7M
MTUMIshares Tr	2.0%	1.4%	7,846	+8.0%	$2.7M
IVVIshares Tr	2.0%	1.6%	3,515	+16.8%	$2.6M
IWNIshares Tr	1.5%	1.4%	9,084	-0.2%	$2.0M
VGSHVanguard Scottsdale Fds	1.4%	1.5%	32,140	+2.8%	$1.9M
USMVIshares Tr	1.2%	1.2%	16,844	+3.1%	$1.6M
DVYIshares Tr	1.2%	1.2%	10,370	+3.9%	$1.6M
PDBCInvesco Actvely Mngd Etc Fd	1.2%	1.4%	96,996	-1.2%	$1.5M
SFLRInnovator Etfs Trust	0.9%	0.9%	31,647	+2.4%	$1.2M
IAUIshares Gold Tr	0.9%	1.9%	15,429	-42.4%	$1.2M
TIPXSpdr Series Trust	0.9%	0.9%	59,737	+4.0%	$1.1M
TIPIshares Tr	0.8%	0.8%	9,196	+2.9%	$1.0M
VNQIVanguard Intl Equity Index F	0.8%	0.8%	22,244	+1.6%	$998K
PSTPInnovator Etfs Trust	0.7%	0.7%	26,093	+2.8%	$960K
XMMOInvesco Exchange Traded Fd T	0.7%	0.6%	5,613	+11.7%	$955K
ZALTInnovator Etfs Trust	0.6%	0.6%	24,546	+2.3%	$831K
VBVanguard Index Fds	0.6%	0.5%	2,507	+17.5%	$760K
JAAAJanus Detroit Str Tr	0.5%	New	12,679	—	$640K
EEMIshares Tr	0.4%	0.3%	8,094	+12.6%	$554K
VRPInvesco Exch Traded Fd Tr II	0.4%	0.4%	20,906	+6.6%	$508K
PAAAPgim ETF Tr	0.3%	New	7,936	—	$407K
BILZPimco ETF Tr	0.3%	New	3,978	—	$402K
JSIJanus Detroit Str Tr	0.2%	New	5,304	—	$272K
JPSTJ P Morgan Exchange Traded F	0.2%	New	5,295	—	$268K

What Nest Investments, LLC bought and sold in Q2 2026, against Q1 2026.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$131.6M	34
Q1 2026	$123.0M	29

Questions about Nest Investments, LLC's portfolio

What stocks does Nest Investments, LLC own?

Nest Investments, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 34 positions worth $131.6M. The largest are Goldman Sachs ETF Tr (GBIL) at 17.7%, Vanguard Intl Equity Index F (VT) at 12.0%, Pimco ETF Tr (BOND) at 11.9%, Ishares Tr (SGOV) at 10.1% and Ishares Tr (QUAL) at 7.6%.

What did Nest Investments, LLC buy last quarter?

In Q2 2026, Nest Investments, LLC added a new position in Janus Detroit Str Tr (JAAA), a new position in Pgim ETF Tr (PAAA), a new position in Pimco ETF Tr (BILZ), a new position in Janus Detroit Str Tr (JSI), a new position in J P Morgan Exchange Traded F (JPST), Ishares Tr (IWF) (+312.3% shares), Pimco Enhanced Short Maturity Active Exc (MINT) (+19.9% shares) and Vanguard Index Fds (VB) (+17.5% shares), compared with its Q1 2026 filing.

What did Nest Investments, LLC sell last quarter?

In Q2 2026, Nest Investments, LLC Ishares Gold Tr (IAU) (-42.4% shares), compared with its Q1 2026 filing.

When is Nest Investments, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Nest Investments, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Nest Investments, LLC manage?

Nest Investments, LLC reported $131.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $131.6M.