Nest Investments, LLC

Name: Nest Investments, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001948755 · CONSHOHOCKEN, PA · Quarter end: 2025-12-31 · Filed on: 2026-08-18 · Open the SEC source ↗

The most recent 13F EDGAR holds under this CIK is 2025 Q4, filed 2026-08-18. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

Nest Investments, LLC reported 30 positions worth $119.5M as of December 31, 2025 (13F filed August 18, 2026). Largest holding: GBIL (21.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$119.5M

2025 Q4

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

80.8%

Est. Net Flow (Q)

—

2025 Q4

Positions Changes Mix History BacktestPRO

10 / 30 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	GBIL	GOLDMAN SACHS ETF TR	SH	$25.3M	21.13%	252,722	—	—
▸ 2	SGOV	ISHARES TR	SH	$14.4M	12.07%	143,713	—	—
▸ 3	VT	VANGUARD INTL EQUITY INDEX F	SH	$14.4M	12.05%	102,107	—	—
▸ 4	BOND	PIMCO ETF TR	SH	$13.7M	11.42%	146,684	—	—
▸ 5	QUAL	ISHARES TR	SH	$8.2M	6.84%	41,135	—	—
▸ 6	BLV	VANGUARD BD INDEX FDS	SH	$6.9M	5.78%	99,377	—	—
▸ 7	DGRO	ISHARES TR	SH	$5.8M	4.87%	83,893	—	—
▸ 8	MINT	PIMCO ETF TR	SH	$2.9M	2.39%	28,417	—	—
▸ 9	VNQ	VANGUARD INDEX FDS	SH	$2.6M	2.18%	29,474	—	—
▸ 10	VCSH	VANGUARD SCOTTSDALE FDS	SH	$2.5M	2.08%	31,149	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Nest Investments, LLC hold as of Q4 2025?

Nest Investments, LLC reported 30 positions worth $119.5M in its Q4 2025 13F filing. Largest positions: GBIL (21.1%), SGOV (12.1%), VT (12.1%), BOND (11.4%) and QUAL (6.8%).

What did Nest Investments, LLC buy in Q4 2025?

No previous quarter is available yet; the comparison appears with the next filing.

What did Nest Investments, LLC sell in Q4 2025?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.