NBZ Investment Advisors LLC: 13F holdings

CIK 19980182026Q2

Positions80
Reported value$256.5m
Filed2026-08-13

Change since last quarter

Positions80 (+13 vs prior quarter)
Reported value$256.5m (+12.0%)

Top 10 holdings

SecuritySharesValueWeight
SPYM SPDR SERIES TRUST394,763$34.7m13.5%
DIVO AMPLIFY ETF TR528,957$24.2m9.4%
BALT INNOVATOR ETFS TRUST490,105$16.8m6.5%
XSMO INVESCO EXCHANGE TRADED FD T178,992$16.8m6.5%
TSPA T ROWE PRICE EXCHANGE-TRADED328,035$15.6m6.1%
GRNY TIDAL TRUST I561,294$15.5m6.1%
XMHQ INVESCO EXCHANGE TRADED FD T129,534$14.6m5.7%
JAAA JANUS DETROIT STR TR274,249$13.8m5.4%
FEGE RBB FUND TRUST261,301$12.8m5.0%
TACK CAPITOL SER TR316,502$10.0m3.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1998018")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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