Nest Investments, LLC
CIK: 1948755SEC EDGAR →
Portfolio Value
$69.2B
Holdings
30
As of
Q2 2026
New Positions
30
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | 252,722 | $25.3B | 36.49% |
| 2 | PIMCO ETF TR | 146,684 | $13.7B | 19.73% |
| 3 | VANGUARD BD INDEX FDS | 99,377 | $6.9B | 9.98% |
| 4 | ISHARES TR | 83,893 | $5.8B | 8.42% |
| 5 | VANGUARD INDEX FDS | 29,474 | $2.6B | 3.77% |
| 6 | VANGUARD SCOTTSDALE FDS | 31,149 | $2.5B | 3.59% |
| 7 | ISHARES GOLD TR | 30,444 | $2.5B | 3.57% |
| 8 | VANGUARD SCOTTSDALE FDS | 33,369 | $2.0B | 2.83% |
| 9 | INVESCO ACTVELY MNGD ETC FD | 104,550 | $1.4B | 2.00% |
| 10 | ISHARES TR | 14,105 | $1.3B | 1.92% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $65.0B | 93.9% |
| Unknown | 4 | $4.2B | 6.1% |