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CIK: 0001803456
Total reported value
$1.5B
$1.5B
840 檔
32.2%
As reported in its official Q3 2025 Form 13F filing, N.E.W. Advisory Services LLC's tracked investment portfolio stood at $1.5B with 840 total positions.
In Q3 2025, N.E.W. Advisory Services LLC adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 840 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.66% | +0.57% | +3.12% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.93% | -0.21% | +2.10% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.26% | -0.26% | -1.54% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 5.19% | -0.11% | +6.92% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.00% | -0.09% | +7.25% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.17% | -0.28% | +3.94% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.62% | +0.09% | +4.17% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.38% | +0.06% | +4.79% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.98% | +0.02% | +8.64% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.98% | +0.17% | +2.08% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.66% | +0.09% | +2.87% | |
| 12 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 2.61% | -0.16% | -5.10% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.05% | +0.04% | +0.52% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.90% | -0.05% | +0.62% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.80% | -0.11% | -1.15% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.41% | +0.09% | +3.96% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.13% | +6.22% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.24% | -0.05% | -2.08% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.15% | -1.52% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | -0.06% | +0.42% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.06% | +0.03% | +0.51% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.04% | -0.01% | +2.94% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.71% | -0.01% | +1.41% | |
| 24 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.69% | -0.07% | -5.83% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.57% | -0.05% | -5.09% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | +0.02% | -1.86% | |
| 27 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.48% | -0.04% | -5.57% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | -0.09% | +2.37% | |
| 29 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.46% | — | -0.86% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | — | +7.95% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | — | -0.14% | |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.44% | -0.02% | -4.77% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.43% | +0.09% | -1.54% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | — | -1.94% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | -0.07% | +3.50% | |
| 36 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.35% | -0.04% | -1.71% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.35% | -0.01% | +3.82% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.04% | +4.04% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.31% | +0.02% | +84.60% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | — | -3.68% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | +0.01% | +1.84% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | — | +5.85% | |
| 43 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.28% | -0.01% | — | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.27% | -0.01% | +7.79% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | -0.90% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | +0.02% | -0.31% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.24% | +0.01% | +4.21% | |
| 48 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.24% | -0.02% | +0.48% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.21% | -0.02% | +0.38% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.21% | +0.01% | +1.45% |
According to official SEC Form 13F filings, N.E.W. Advisory Services LLC reported a total U.S. public equity portfolio value of $1.5B across 840 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SPYV, SPYM) accounted for 32.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
JIVE
市值: $1.6M
Top Position Liquidated / Trimmed
VV
前期市值: $12.4M
During Q3 2025, N.E.W. Advisory Services LLC's top holdings by market value included VTI (19.7%)、SPYV (6.9%)、SPYM (6.3%). The largest single position, VTI, represented 19.7% of total portfolio value.
In Q3 2025, N.E.W. Advisory Services LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 37 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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