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CIK: 0001803456
Total reported value
$1.5B
$1.5B
914 檔
32.8%
During the Q1 2026 filing period, N.E.W. Advisory Services LLC (CIK: 0001803456) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 914 reported positions.
In Q1 2026, N.E.W. Advisory Services LLC displayed an active expansion posture, initiating 8 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 914 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.21% | +0.57% | +5.33% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.41% | -0.26% | +4.35% | |
| 3 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.53% | -0.11% | +0.13% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.39% | -0.09% | +0.18% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.18% | -0.21% | -35.10% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.04% | -0.28% | +0.10% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.36% | +0.09% | -0.24% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.12% | +0.06% | +0.82% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.70% | +0.17% | +2.52% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.67% | +0.02% | +2.03% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.36% | +0.09% | -6.89% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.36% | +0.12% | +3948.41% | |
| 13 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 2.26% | -0.16% | -4.12% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.07% | -0.05% | -0.17% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.74% | +0.04% | -1.12% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.11% | +0.94% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.13% | +6.45% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.30% | +0.09% | +5.39% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.29% | -0.05% | +0.67% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.15% | -2.39% | |
| 21 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.04% | +0.05% | +94.71% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.06% | +4.08% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.93% | -0.01% | -0.10% | |
| 24 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.89% | -0.01% | -0.60% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.78% | +0.03% | -2.23% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.75% | -0.01% | -2.86% | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.74% | -0.02% | -2.24% | |
| 28 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.72% | -0.07% | -3.87% | |
| 29 | AIRR | First Trust Rba American Ind | ETF-Other | 0.72% | +0.08% | -12.55% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.70% | +0.02% | -49.46% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.66% | -0.19% | -27.82% | |
| 32 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.65% | -0.12% | +3777.99% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-Other | 0.64% | +0.06% | -17.25% | |
| 34 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 0.60% | +0.06% | +21808.05% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.53% | -0.02% | +6.13% | |
| 36 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.50% | -0.01% | — | |
| 37 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.49% | -0.04% | -1.04% | |
| 38 | DFIV | Dimensional International Va | ETF-Other | 0.49% | -0.05% | -6.77% | |
| 39 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.43% | — | -2.19% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | +0.02% | -0.32% | |
| 41 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.42% | -0.03% | -16.67% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | — | -3.52% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.38% | — | +4.14% | |
| 44 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.37% | -0.04% | +10.59% | |
| 45 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.34% | -0.02% | -0.50% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.09% | -0.86% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.33% | +0.09% | -0.37% | |
| 48 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.32% | +0.06% | +328.42% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | — | +1.70% | |
| 50 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.32% | -0.02% | +1.26% |
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 914 disclosed positions in Q1 2026.
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, SPYM, IAGG) accounted for 32.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
PVAL
市值: $6.7M
Top Position Liquidated / Trimmed
SPYV
前期市值: $86.5M
During Q1 2026, N.E.W. Advisory Services LLC's top holdings by market value included VTI (18.2%)、SPYM (5.4%)、IAGG (4.5%). The largest single position, VTI, represented 18.2% of total portfolio value.
In Q1 2026, N.E.W. Advisory Services LLC made 196 total portfolio adjustments, initiating 8 new buys, adding to 103 positions, trimming 85 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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