NESTEGG ADVISORS, INC.
Q3 2025 13F Holdings
- Locationhauppauge, NY
- Num holdings
49
- Value ($000)
$112,637
- Date Filed10/23/2025
- Form type13F-HR
- CIK0002062716
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $21.75 M | 19 % | 46,434 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $15.60 M | 14 % | 76,627 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $12.26 M | 11 % | 103,170 | ||
IBDV ISHARES TR | IBONDS DEC 2030 | 46436E726 | $8.79 M | 8 % | 396,924 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $6.98 M | 6 % | 103,849 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $6.89 M | 6 % | 216,006 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.80 M | 5 % | 12,096 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $3.86 M | 3 % | 64,360 | ||
AAPL APPLE INC | COM | 037833100 | $3.57 M | 3 % | 14,013 | ||
IBMS ISHARES TR | IBONDS DEC 2030 | 46438G687 | $3.05 M | 3 % | 116,931 |
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