N.E.W. Advisory Services
$1.5B 13F equity value
1,030 Holdings
Quarter ended June 30, 2026
The latest 13F on file for N.E.W. Advisory Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 758,657 | $281M | 18.8% |
| SPYM | SPDR SER TR | 876,954 | $77M | 5.2% |
| IAGG | ISHARES TR | 1,307,184 | $66M | 4.4% |
| JPST | J P MORGAN EXCHANGE TRADED F | 1,272,405 | $64M | 4.3% |
| SPYV | SPDR SER TR | 977,108 | $59M | 4.0% |
| SPAB | SPDR SER TR | 2,205,265 | $56M | 3.8% |
| DFAX | DIMENSIONAL ETF TRUST | 1,399,265 | $52M | 3.4% |
| VXUS | VANGUARD STAR FDS | 556,568 | $48M | 3.2% |
| SPTM | SPDR SER TR | 472,621 | $43M | 2.9% |
| BND | VANGUARD BD INDEX FDS | 547,549 | $40M | 2.7% |
Track N.E.W. Advisory Services's 13F portfolio: $1.5B in reported holdings, 1,030 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}