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CIK: 0001803456
Total reported value
$1.5B
$1.5B
892 檔
34.8%
At the close of Q4 2025, N.E.W. Advisory Services LLC disclosed equity holdings valued at approximately $1.5B, spread across 892 reported holdings.
In Q4 2025, N.E.W. Advisory Services LLC displayed an active expansion posture, initiating 3 new positions and adding to 47 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 892 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.87% | +0.57% | +7.47% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.40% | -0.21% | +8.68% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.37% | -0.26% | +1.15% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.47% | -0.11% | +6.53% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.33% | -0.09% | +4.89% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.02% | -0.28% | +16.85% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.21% | +0.09% | +2.65% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.00% | +0.06% | +4.29% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.71% | +0.17% | +7.58% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.60% | +0.02% | +5.78% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.31% | +0.09% | +2.57% | |
| 12 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 2.24% | -0.16% | +1.02% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.99% | -0.05% | +21.91% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.78% | +0.04% | +2.04% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.53% | +0.02% | +491.20% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.48% | -0.11% | -0.26% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.39% | +0.15% | +29.10% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.13% | +10.23% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.26% | -0.05% | +23.27% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.24% | +0.09% | +6.12% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.06% | +12.87% | |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.91% | -0.19% | +487.60% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.91% | -0.01% | +5.23% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | +0.03% | -1.63% | |
| 25 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.83% | -0.01% | +563.38% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-Other | 0.78% | +0.06% | +459.94% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.74% | -0.01% | +19.01% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.73% | +0.01% | +497.34% | |
| 29 | AIRR | First Trust Rba American Ind | ETF-Other | 0.72% | +0.08% | +584.88% | |
| 30 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.72% | -0.07% | +24.06% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.72% | -0.02% | +93.52% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.68% | +0.01% | +588.29% | |
| 33 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.55% | +0.05% | +564.25% | |
| 34 | THYF | T Rowe Price US High Yield | ETF-High Yield | 0.55% | -0.02% | +563.97% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.52% | -0.02% | — | |
| 36 | EVTR | Eaton Vance Total Return | ETF-Other | 0.49% | -0.01% | +505.40% | |
| 37 | DFIV | Dimensional International Va | ETF-Other | 0.49% | -0.05% | -3.01% | |
| 38 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.49% | -0.04% | +27.78% | |
| 39 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.48% | -0.03% | +414.20% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | — | +21.19% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | +0.02% | -1.72% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | — | +0.01% | |
| 43 | TVAL | T. Rowe Price Value ETF | ETF-Other | 0.36% | +0.01% | +544.58% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.36% | — | -2.49% | |
| 45 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.36% | — | +5.10% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | +0.09% | -1.38% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | -0.09% | -5.95% | |
| 48 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.34% | — | +414.54% | |
| 49 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.34% | -0.02% | +1973.91% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.33% | -0.07% | -0.04% |
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 892 disclosed positions in Q4 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 34.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
VV
市值: $7.1M
During Q4 2025, N.E.W. Advisory Services LLC's top holdings by market value included VTI (17.9%)、SPYV (6.4%)、SPYM (5.4%). The largest single position, VTI, represented 17.9% of total portfolio value.
In Q4 2025, N.E.W. Advisory Services LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 47 positions, trimming 0 holdings, and fully liquidating 0 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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