NESTEGG ADVISORS, INC.
Q4 2025 13F Holdings
- Locationhauppauge, NY
- Num holdings
51
- Value ($000)
$117,067
- Date Filed01/21/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $21.92M | 19 % | 46,315 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | $16.1M | 14 % | 76,544 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $12.31M | 11 % | 102,460 | ||
FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.69M | 7 % | 110,747 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $7.15M | 6 % | 219,337 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $6.19M | 5 % | 12,679 | ||
ISHARES TR | IBONDS DEC 2034 | 46438G653 | $4.89M | 4 % | 185,601 | ||
ISHARES TR | IBONDS DEC 2030 | 46436E726 | $4.66M | 4 % | 210,973 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $4.08M | 4 % | 65,306 | ||
APPLE INC | COM | 037833100 | $3.83M | 3 % | 14,098 |
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