Nestegg Advisors Inc Q2 2026 Portfolio Activity: Significant Increases in ETF Holdings
This analysis details Nestegg Advisors' observable changes to its portfolio holdings during the quarter ending June 30, 2026.
According to data available on InsiderSet, Nestegg Advisors Inc experienced notable changes in its portfolio holdings during the quarter ending June 30, 2026.
Significant Purchases Observed This Quarter
Nestegg Advisors demonstrated substantial buying activity across several Exchange-Traded Funds (ETFs) this period. The firm significantly increased its position in TFLR, the T Rowe Price Exchange-Traded fund, acquiring an additional 149,221 shares which represented a massive 1008.66% increase.
Other ETFs saw considerable additions: IWF, the iShares Core MSCI World Index fund, increased by 141,156 shares (303.22% change). Similarly, VUG gained 72,006 shares (557.49% increase), while SCHF, Schwab Strategic Allocation fund, added 26,164 shares (26.49% change). Additionally, Nestegg Advisors purchased a smaller number of shares in Vanguard Balanced Index Fund ETF Shares (BIV), acquiring just over 4,358 new shares.
Sales and Reductions Noted
In contrast to the large purchases, Nestegg Advisors also reduced its holdings in certain funds. The firm sold off a portion of its investment in IBDV, decreasing shares by 30,328 (-44.32%), leaving it with only about 0.59% allocation.
Furthermore, the firm disposed of its position in Vanguard Small-Cap Stock ETF (XSMO) entirely during this quarter, reducing it to zero holdings from a previous allocation of 0.18%. Similarly, BSMU saw an exit or significant reduction, with shares decreased by 11,501 (-49.2%), resulting in a very small remaining position of just under 0.18%.
No Disclosed Large-Scale Sells This Period
The data indicates that Nestegg Advisors did not engage in any large-scale selling activities during the second quarter, as there are no disclosed significant sell symbols for this period.
Unchanged Positions and Other Details
Several holdings remained static or showed minimal change. The stock holding in Morgan Stanley (MS) increased by 100% (acquiring exactly the same number of shares as previously held), maintaining its allocation at just under 0.16%. Similarly, Vanguard Energy ETF (VEA) experienced a small increase in share count (+2.8%) but remained unchanged overall.
Apple Inc (AAPL) allocation slightly increased to 2.88% (0.09% change), while Technology sector holdings saw a slight increase of +3.79%. The total portfolio value stood at $126,832,000 as of June 30.