N.E.W. Advisory Services LLC: 13F holdings
CIK 18034562026Q2
| Positions | 980 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 980 (+66 vs prior quarter) |
|---|
| Reported value | $1.5bn (+11.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 758,657 | $280.7m | 18.8% |
| SPYM SPDR SER TR | 876,954 | $77.1m | 5.2% |
| IAGG ISHARES TR | 1,307,184 | $66.1m | 4.4% |
| JPST J P MORGAN EXCHANGE TRADED F | 1,272,405 | $64.3m | 4.3% |
| SPYV SPDR SER TR | 977,108 | $59.4m | 4.0% |
| SPAB SPDR SER TR | 2,205,265 | $56.3m | 3.8% |
| DFAX DIMENSIONAL ETF TRUST | 1,399,265 | $51.5m | 3.4% |
| VXUS VANGUARD STAR FDS | 556,568 | $47.6m | 3.2% |
| SPYM SPDR SER TR | 472,621 | $42.9m | 2.9% |
| BND VANGUARD BD INDEX FDS | 547,549 | $40.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803456")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples