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NESTEGG ADVISORS, INC.

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13F filer, CIK 2062716, HAUPPAUGE, NY

NESTEGG ADVISORS, INC. reported $113,861,008 across 51 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-08. Its ten largest share positions make up 76.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000536

Period
2026-03-31
Reported value
$114M
Holdings
51
Top 10 weight
76.89%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBDZadded+133,963$3.49M
TFLRnew+14,794$745K
IWDadded+2,745$587K
BSMYadded+21,610$524K
SCHFadded+12,211$302K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IBDVreduced-142,546-$3.12M
SPYexited-1,017-$693K
IBMSreduced-19,445-$502K
IBDRreduced-13,762-$334K
IJRreduced-2,564-$319K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000536, largest first. % of portfolio is the value over $113,861,008, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,209 shares; 2025Q1: 45,892 shares; 2025Q2: 46,214 shares; 2025Q3: 46,434 shares; 2025Q4: 46,315 shares; 2026Q1: 46,553 shares 46,553$19.9M17.43%+238Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,861 shares; 2025Q1: 76,069 shares; 2025Q2: 76,527 shares; 2025Q3: 76,627 shares; 2025Q4: 76,544 shares; 2026Q1: 79,289 shares 79,289$16.9M14.88%+2,745Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,257 shares; 2025Q1: 103,948 shares; 2025Q2: 104,430 shares; 2025Q3: 103,170 shares; 2025Q4: 102,460 shares; 2026Q1: 99,896 shares 99,896$12.4M10.91%-2,564Timeline
IBDZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,601 shares; 2026Q1: 319,564 shares 319,564$8.33M7.31%+133,963Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92,637 shares; 2025Q1: 97,601 shares; 2025Q2: 101,806 shares; 2025Q3: 103,849 shares; 2025Q4: 110,747 shares; 2026Q1: 113,820 shares 113,820$7.77M6.83%+3,073Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 195,686 shares; 2025Q1: 200,417 shares; 2025Q2: 201,817 shares; 2025Q3: 216,006 shares; 2025Q4: 219,337 shares; 2026Q1: 217,256 shares 217,256$6.33M5.56%-2,081Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,805 shares; 2025Q1: 10,176 shares; 2025Q2: 11,825 shares; 2025Q3: 12,096 shares; 2025Q4: 12,679 shares; 2026Q1: 12,916 shares 12,916$5.64M4.95%+237Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,049 shares; 2025Q1: 64,993 shares; 2025Q2: 65,019 shares; 2025Q3: 64,360 shares; 2025Q4: 65,306 shares; 2026Q1: 65,101 shares 65,101$4.17M3.66%-205Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,534 shares; 2025Q1: 14,550 shares; 2025Q2: 14,568 shares; 2025Q3: 14,013 shares; 2025Q4: 14,098 shares; 2026Q1: 14,039 shares 14,039$3.56M3.13%-59Timeline
PFMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,907 shares; 2025Q1: 52,064 shares; 2025Q2: 51,325 shares; 2025Q3: 49,507 shares; 2025Q4: 49,501 shares; 2026Q1: 49,575 shares 49,575$2.53M2.22%+74Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,234 shares; 2025Q1: 53,796 shares; 2025Q2: 54,272 shares; 2025Q3: 79,497 shares; 2025Q4: 86,556 shares; 2026Q1: 98,767 shares 98,767$2.44M2.15%+12,211Timeline
BSMYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,849 shares; 2026Q1: 78,459 shares 78,459$1.9M1.67%+21,610Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,564 shares; 2025Q1: 54,690 shares; 2025Q2: 54,385 shares; 2025Q3: 53,541 shares; 2025Q4: 54,861 shares; 2026Q1: 54,444 shares 54,444$1.58M1.39%-417Timeline
IBMSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,539 shares; 2025Q1: 99,471 shares; 2025Q2: 121,228 shares; 2025Q3: 116,931 shares; 2025Q4: 79,207 shares; 2026Q1: 59,762 shares 59,762$1.54M1.36%-19,445Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 290,205 shares; 2025Q1: 374,024 shares; 2025Q2: 416,429 shares; 2025Q3: 396,924 shares; 2025Q4: 210,973 shares; 2026Q1: 68,427 shares 68,427$1.5M1.32%-142,546Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,932 shares; 2025Q1: 55,097 shares; 2025Q2: 55,957 shares; 2025Q3: 56,341 shares; 2025Q4: 57,568 shares; 2026Q1: 49,272 shares 49,272$1.1M0.96%-8,296Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,956 shares; 2025Q1: 6,565 shares; 2025Q2: 6,979 shares; 2025Q3: 9,022 shares; 2025Q4: 9,146 shares; 2026Q1: 9,150 shares 9,150$1.05M0.92%+4Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,937 shares; 2025Q1: 12,331 shares; 2025Q2: 11,941 shares; 2025Q3: 11,954 shares; 2025Q4: 12,066 shares; 2026Q1: 10,786 shares 10,786$957K0.84%-1,280Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,637 shares; 2025Q1: 9,637 shares; 2025Q2: 9,805 shares; 2025Q3: 9,697 shares; 2025Q4: 9,537 shares; 2026Q1: 9,537 shares 9,537$926K0.81%0Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,634 shares; 2025Q1: 2,634 shares; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares; 2025Q4: 2,497 shares; 2026Q1: 2,497 shares 2,497$926K0.81%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,356 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,999 shares; 2025Q4: 3,179 shares; 2026Q1: 3,198 shares 3,198$838K0.74%+19Timeline
TFLRT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,794 shares 14,794$745K0.65%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 680 shares 680$678K0.6%-290Timeline
IBDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,494 shares; 2025Q4: 22,116 shares; 2026Q1: 22,023 shares 22,023$569K0.5%-93Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,380 shares; 2025Q4: 26,777 shares; 2026Q1: 26,973 shares 26,973$565K0.5%+196Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,078 shares; 2025Q1: 11,446 shares; 2025Q2: 11,614 shares; 2025Q3: 11,893 shares; 2025Q4: 12,765 shares; 2026Q1: 12,800 shares 12,800$523K0.46%+35Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,147 shares; 2025Q1: 1,080 shares; 2025Q2: 917 shares; 2025Q3: 929 shares; 2025Q4: 788 shares; 2026Q1: 791 shares 791$516K0.45%+3Timeline
BSMUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,690 shares; 2025Q1: 17,351 shares; 2025Q2: 21,392 shares; 2025Q3: 25,185 shares; 2025Q4: 24,969 shares; 2026Q1: 23,375 shares 23,375$510K0.45%-1,594Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,367 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares; 2026Q1: 1,352 shares 1,352$482K0.42%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,172 shares; 2025Q2: 1,286 shares; 2025Q3: 1,167 shares; 2025Q4: 2,408 shares; 2026Q1: 2,421 shares 2,421$475K0.42%+13Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,564 shares; 2025Q1: 1,572 shares; 2025Q2: 1,580 shares; 2025Q3: 1,620 shares; 2025Q4: 1,595 shares; 2026Q1: 1,440 shares 1,440$474K0.42%-155Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,757 shares; 2025Q4: 1,526 shares; 2026Q1: 1,529 shares 1,529$462K0.41%+3Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,031 shares; 2025Q1: 2,041 shares; 2025Q2: 2,036 shares; 2025Q3: 2,091 shares; 2025Q4: 2,037 shares; 2026Q1: 2,032 shares 2,032$437K0.38%-5Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,643 shares; 2025Q1: 1,666 shares; 2025Q2: 1,667 shares; 2025Q3: 1,718 shares; 2025Q4: 1,689 shares; 2026Q1: 1,642 shares 1,642$401K0.35%-47Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,846 shares; 2025Q2: 5,028 shares; 2025Q3: 5,074 shares; 2025Q4: 5,155 shares; 2026Q1: 4,482 shares 4,482$371K0.33%-673Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 660 shares; 2025Q1: 662 shares; 2025Q2: 642 shares; 2025Q3: 643 shares; 2025Q4: 619 shares; 2026Q1: 612 shares 612$365K0.32%-7Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,127 shares; 2025Q4: 1,128 shares; 2026Q1: 1,103 shares 1,103$316K0.28%-25Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,977 shares; 2025Q4: 12,129 shares; 2026Q1: 12,205 shares 12,205$308K0.27%+76Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 964 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 966 shares; 2025Q4: 1,012 shares; 2026Q1: 818 shares 818$303K0.27%-194Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 482 shares; 2025Q3: 519 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520$300K0.26%0Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,958 shares; 2025Q1: 2,982 shares; 2025Q2: 3,023 shares; 2025Q3: 3,048 shares; 2025Q4: 3,080 shares; 2026Q1: 3,104 shares 3,104$293K0.26%+24Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,183 shares; 2025Q1: 1,186 shares; 2025Q2: 1,189 shares; 2025Q3: 1,062 shares; 2025Q4: 1,150 shares; 2026Q1: 1,139 shares 1,139$283K0.25%-11Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,787 shares; 2025Q1: 2,799 shares; 2025Q2: 2,814 shares; 2025Q3: 2,829 shares; 2025Q4: 2,875 shares; 2026Q1: 2,888 shares 2,888$273K0.24%+13Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,289 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares; 2026Q1: 1,289 shares 1,289$268K0.24%0Timeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,870 shares; 2025Q1: 3,870 shares; 2025Q2: 3,870 shares; 2025Q3: 3,870 shares; 2025Q4: 3,870 shares; 2026Q1: 3,870 shares 3,870$258K0.23%0Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 854 shares 854$249K0.22%-349Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,579 shares; 2025Q1: 3,604 shares; 2025Q2: 3,630 shares; 2025Q3: 3,646 shares; 2025Q4: 3,368 shares; 2026Q1: 3,384 shares 3,384$236K0.21%+16Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,559 shares 4,559$229K0.2%newTimeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83,927 shares; 2025Q1: 54,611 shares; 2025Q2: 29,809 shares; 2025Q3: 24,649 shares; 2025Q4: 23,084 shares; 2026Q1: 9,322 shares 9,322$226K0.2%-13,762Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,402 shares 2,402$223K0.2%newTimeline
IBMQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,218 shares; 2025Q1: 21,801 shares; 2025Q2: 13,225 shares; 2025Q3: 10,030 shares; 2025Q4: 8,180 shares; 2026Q1: 8,214 shares 8,214$210K0.18%+34Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T1,017$693Kshares
IBDTISHARES TR9,908$252Kshares
TRMBTRIMBLE INC2,556$200Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-000536 base2026-04-08acceptance time not in the bulk data set