N.E.W. Advisory Services
$1.3B Assets Reported
959 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 759,045 | $244M | 18.2% |
| SPYM | SPDR SER TR | 944,513 | $72M | 5.4% |
| IAGG | ISHARES TR | 1,210,409 | $61M | 4.5% |
| JPST | J P MORGAN EXCHANGE TRADED F | 1,159,813 | $59M | 4.4% |
| SPYV | SPDR SER TR | 988,476 | $56M | 4.2% |
| SPAB | SPDR SER TR | 2,110,566 | $54M | 4.0% |
| DFAX | DIMENSIONAL ETF TRUST | 1,323,626 | $45M | 3.4% |
| VXUS | VANGUARD STAR FDS | 541,563 | $42M | 3.1% |
| SPTM | SPDR SER TR | 456,136 | $36M | 2.7% |
| BND | VANGUARD BD INDEX FDS | 484,880 | $36M | 2.7% |
Track N.E.W. Advisory Services's 13F portfolio: $1.3B in reported holdings, 959 positions. Top holdings, AUM, and quarterly changes on SentiSense.