Long-term investor
Nvest Financial, LLC @nvestfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001915315).
Record
- Tracked since 2025-06-30 (448 days), 126 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +17.9% · all +17.9%
- Max drawdown n/a · win rate 5% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287614 · 6.3% · long · since 2025-06-30
- 78462F103 · 5.5% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- 464287408 · 3.8% · long · since 2025-06-30
- 26922A420 · 2.8% · long · since 2025-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- 92206C623 · 2.5% · long · since 2025-12-31
- NVDA · 2.4% · long · since 2025-06-30
- BRK-B · 2.3% · long · since 2025-06-30
- 92647N873 · 2.3% · long · since 2025-06-30
- 78464A409 · 2.1% · long · since 2025-06-30
- WMT · 2.1% · long · since 2025-06-30