NestEgg Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists 59 total positions held by the firm, which is headquartered in Hauppauge, New York. Buddy Levy, the Chief Compliance Officer, is listed as the authorized signatory for the report.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with specific holdings including shares in the Invesco BulletShares 2034 Corporate Bond ETF, the iShares Core S&P 500 ETF, and the Schwab Strategic Trust U.S. Large Cap Growth ETF. The filing also details individual stock positions, including 1,102 shares of Alphabet Inc. Class C stock, 1,263 shares of Amazon.com Inc., and 14,100 shares of Apple Inc.
Other notable individual equity positions include 3,746 shares of Automatic Data Processing Inc., 1,078 shares of Chevron Corporation, and 680 shares of Costco Wholesale Corporation. The filing provides specific ticker symbols, CUSIP numbers, and share counts for each security listed in the information table.
