Nest Investments, LLC ETF holdings
Conshohocken, PA
Reported $131.6M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$131.6M
ETFs held
34
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
100.0%
of $131.6M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | $23.3M | 232,144 | New position |
| VT | Vanguard Total World Stock ETF | $15.8M | 100,723 | New position |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $15.7M | 170,171 | New position |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $13.3M | 132,254 | New position |
| QUAL | iShares MSCI USA Quality Factor ETF | $9.9M | 45,332 | New position |
| BLV | Vanguard Long-Term Bond ETF | $7.7M | 111,715 | New position |
| DGRO | iShares Core Dividend Growth ETF | $7.0M | 91,960 | New position |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $4.0M | 39,980 | New position |
| VNQ | Vanguard Real Estate ETF | $3.1M | 32,353 | New position |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $3.0M | 37,919 | New position |
24 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001948755. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Nest Investments, LLC own?
Nest Investments, LLC reported 34 ETF positions worth $131.6M in its Form 13F for June 30, 2026. The largest was GBIL, at $23.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.