N.E.W. Advisory Services LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1803456
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.5B
Holdings
980
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
N.E.W. Advisory Services LLC disclosed 980 positions worth $1.5B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 111 new positions and exited 45 and a full exit from $HON. The portfolio is most concentrated in Other (89.0% of disclosed assets). All figures are sourced directly from N.E.W. Advisory Services LLC’s Form 13F-HR filing with the SEC under CIK 1803456.
AI Fund Analysis
StableVANGUARD INDEX FDS - TOTAL
18.8% weight
Held 10 quarters
SPDR SER TR - PORTFOLIO S&
5.2% weight
Held 10 quarters
ISHARES TR - CORE INTL AGG
4.4% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
4.3% weight
Held 10 quarters
SPDR SER TR - PRTFLO S&P50
4.0% weight
Held 10 quarters
VANGUARD BD INDEX FDS - TO
9 quarters accumulating
$O8 quarters accumulating
$SLV8 quarters accumulating
VANGUARD MALVERN FDS - STR
8 quarters accumulating
$SCHW8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer StaplesIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$280.7M758,657 shSPDR SER TR - PORTFOLIO S&P500
—Quality
$77.1M876,954 shISHARES TR - CORE INTL AGGR
—Quality
$66.1M1,307,184 shJ P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
—Quality
$64.3M1,272,405 shSPDR SER TR - PRTFLO S&P500 VL
—Quality
$59.4M977,108 shSPDR SER TR - PORTFOLIO AGRGTE
—Quality
$56.3M2,205,265 shDIMENSIONAL ETF TRUST - WORLD EX US CORE
—Quality
$51.5M1,399,265 shVANGUARD STAR FDS - VG TL INTL STK F
—Quality
$47.6M556,568 shSPDR SER TR - PORTFOLI S&P1500
—Quality
$42.9M472,621 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$40.2M547,549 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $280.7M | 758,657 |
| SPDR SER TR - PORTFOLIO S&P500 | — | $77.1M | 876,954 |
| ISHARES TR - CORE INTL AGGR | — | $66.1M | 1,307,184 |
| J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $64.3M | 1,272,405 |
| SPDR SER TR - PRTFLO S&P500 VL | — | $59.4M | 977,108 |
| SPDR SER TR - PORTFOLIO AGRGTE | — | $56.3M | 2,205,265 |
| DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $51.5M | 1,399,265 |
| VANGUARD STAR FDS - VG TL INTL STK F | — | $47.6M | 556,568 |
| SPDR SER TR - PORTFOLI S&P1500 | — | $42.9M | 472,621 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $40.2M | 547,549 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of N.E.W. Advisory Services LLC's 980 positions.
Showing top 10 of 980 holdings.
Sector Allocation
Other
$1.3B
Technology
$46.9M
Financials
$46.2M
Consumer Staples
$17.0M
Industrials
$16.1M
Consumer Discretionary
$12.2M
Utilities
$7.9M
Healthcare
$7.5M
Top Holdings — N.E.W. Advisory Services LLC (Q2 2026)
Top 150 of 980 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $280.7M | 18.8% | -0% | — |
| 2 | — | SPDR SER TR - PORTFOLIO S&P500 | $77.1M | 5.2% | -7% | — |
| 3 | — | ISHARES TR - CORE INTL AGGR | $66.1M | 4.4% | +8% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $64.3M | 4.3% | +10% | — |
| 5 | — | SPDR SER TR - PRTFLO S&P500 VL | $59.4M | 4.0% | -1% | — |
| 6 | — | SPDR SER TR - PORTFOLIO AGRGTE | $56.3M | 3.8% | +4% | — |
| 7 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $51.5M | 3.5% | +6% | — |
| 8 | — | VANGUARD STAR FDS - VG TL INTL STK F | $47.6M | 3.2% | +3% | — |
| 9 | — | SPDR SER TR - PORTFOLI S&P1500 | $42.9M | 2.9% | +4% | — |
| 10 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $40.2M | 2.7% | +13% | — |
| 11 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $37.1M | 2.5% | +4% | — |
| 12 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $36.7M | 2.5% | +3% | — |
| 13 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $31.4M | 2.1% | -10% | — |
| 14 | — | SPDR INDEX SHS FDS - PORTFOLIO DEVLPD | $30.1M | 2.0% | -1% | — |
| 15 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | $26.7M | 1.8% | +0% | — |
| 16 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $21.9M | 1.5% | +7% | — |
| 17 |  $AAPL | Apple Inc. | $21.4M | 1.4% | +9% | 76.4 |
| 18 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $20.7M | 1.4% | -0% | — |
| 19 |  $BRK.B | BERKSHIRE HATHAWAY INC | $19.9M | 1.3% | -1% | 73.8 |
| 20 | — | SPDR INDEX SHS FDS - PORTFOLIO EMG MK | $18.6M | 1.2% | -2% | — |
| 21 | — | T ROWE PRICE ETF INC - US EQUITY RESEAR | $16.3M | 1.1% | +1% | — |
| 22 |  $PG | PROCTER & GAMBLE Co | $14.0M | 0.9% | +3% | 64.6 |
| 23 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $13.8M | 0.9% | +5% | — |
| 24 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | $13.2M | 0.9% | +4% | — |
| 25 | — | VANGUARD INDEX FDS - GROWTH ETF | $12.1M | 0.8% | +493% | — |
| 26 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $12.0M | 0.8% | +4% | — |
| 27 | — | ISHARES TR - EAFE VALUE ETF | $11.0M | 0.7% | +6% | — |
| 28 | — | SPDR SER TR - S&P 600 SMCP VAL | $10.8M | 0.7% | -5% | — |
| 29 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $10.8M | 0.7% | -1% | — |
| 30 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $10.5M | 0.7% | +3% | — |
| 31 | — | T ROWE PRICE ETF INC - SMALL MID CAP | $9.9M | 0.7% | +2% | — |
| 32 | — | SPDR INDEX SHS FDS - S&P INTL SMLCP | $9.8M | 0.7% | -2% | — |
| 33 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $8.0M | 0.5% | -8% | — |
| 34 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $7.7M | 0.5% | -6% | — |
| 35 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $7.3M | 0.5% | -0% | — |
| 36 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $7.0M | 0.5% | -20% | — |
| 37 | — | SPDR INDEX SHS FDS - S&P EMKTSC ETF | $6.7M | 0.5% | -10% | — |
| 38 | — | VANGUARD INDEX FDS - VALUE ETF | $6.7M | 0.5% | +4% | — |
| 39 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $6.5M | 0.4% | -3% | — |
| 40 |  $NIC | NICOLET BANKSHARES INC | $6.4M | 0.4% | -1% | 67.6 |
| 41 | — | VANGUARD WORLD FD - INF TECH ETF | $6.3M | 0.4% | +724% | — |
| 42 |  $AMZN | AMAZON COM INC | $6.0M | 0.4% | -0% | 68.7 |
| 43 |  $DNP | DNP SELECT INCOME FUND INC | $5.9M | 0.4% | +0% | — |
| 44 | — | FIRST TR EXCHANGE TRADED FD - NASDQ CLN EDGE | $5.7M | 0.4% | +12% | — |
| 45 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $5.6M | 0.4% | +13% | — |
| 46 |  $WEC | WEC ENERGY GROUP, INC. | $4.9M | 0.3% | -0% | 60.1 |
| 47 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.8M | 0.3% | -3% | 70 |
| 48 | — | SPDR SER TR - PORTFOLIO SHORT | $4.7M | 0.3% | +5% | — |
| 49 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.6M | 0.3% | +0% | — |
| 50 | — | SPDR SER TR - BLOOMBERG INTL | $4.5M | 0.3% | +5% | — |
| 51 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $4.3M | 0.3% | +1% | — |
| 52 | — | ISHARES TR - CORE S&P TTL STK | $4.1M | 0.3% | -4% | — |
| 53 | — | SPDR SER TR - PRTFLO S&P500 GW | $4.1M | 0.3% | -0% | — |
| 54 |  $VGM | Invesco Trust for Investment Grade Municipals | $4.0M | 0.3% | +63% | — |
| 55 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.9M | 0.3% | +1% | — |
| 56 | — | VANGUARD TAX MANAGED FDS - VAN FTSE DEV MKT | $3.7M | 0.3% | -1% | — |
| 57 |  $NVDA | NVIDIA CORP | $3.7M | 0.2% | -29% | 85.9 |
| 58 | — | J P MORGAN EXCHANGE TRADED F - U S TECH LEADERS | $3.6M | 0.2% | +2% | — |
| 59 | — | PROSHARES TR - S&P 500 DV ARIST | $3.5M | 0.2% | +105% | — |
| 60 |  $MSFT | MICROSOFT CORP | $3.5M | 0.2% | +11% | 79.8 |
| 61 |  $JPM | JPMORGAN CHASE & CO | $3.1M | 0.2% | +1% | 70.7 |
| 62 |  $PLTR | Palantir Technologies Inc. | $2.9M | 0.2% | +1% | 84.6 |
| 63 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $2.9M | 0.2% | +393% | — |
| 64 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $2.8M | 0.2% | -5% | — |
| 65 | — | VANGUARD WORLD FD - CONSUM STP ETF | $2.8M | 0.2% | -2% | — |
| 66 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.6M | 0.2% | +305% | — |
| 67 | — | FIRST TR STOXX EUROPEAN SELE - COMMON SHS | $2.6M | 0.2% | +3% | — |
| 68 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $2.6M | 0.2% | +6% | — |
| 69 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.5M | 0.2% | -0% | — |
| 70 |  $WFC | WELLS FARGO & COMPANY/MN | $2.5M | 0.2% | -1% | 61.8 |
| 71 |  $BFC | Bank First Corp | $2.4M | 0.2% | +170% | 62.9 |
| 72 |  $WMT | Walmart Inc. | $2.3M | 0.1% | -2% | 60.2 |
| 73 | — | ISHARES TR - ISHARES SEMICDTR | $2.1M | 0.1% | +5% | — |
| 74 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.9M | 0.1% | -1% | — |
| 75 |  $MU | MICRON TECHNOLOGY INC | $1.7M | 0.1% | +54% | 86.2 |
| 76 |  $SPY | SPDR S&P 500 ETF TRUST | $1.7M | 0.1% | +1% | — |
| 77 |  $GOOG | Alphabet Inc. | $1.7M | 0.1% | -5% | 78.2 |
| 78 |  $MCD | MCDONALDS CORP | $1.6M | 0.1% | -1% | 69 |
| 79 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.1% | +4% | 69 |
| 80 |  $TSLA | Tesla, Inc. | $1.6M | 0.1% | +2% | 53.9 |
| 81 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $1.5M | 0.1% | +23% | — |
| 82 | $O | REALTY INCOME CORP | $1.5M | 0.1% | +3% | 73.7 |
| 83 | $SLV | iShares Silver Trust | $1.5M | 0.1% | +3% | — |
| 84 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED | $1.5M | 0.1% | +2% | — |
| 85 |  $GLD | SPDR GOLD TRUST | $1.4M | 0.1% | +3% | — |
| 86 |  $GILD | GILEAD SCIENCES, INC. | $1.4M | 0.1% | +6% | 57.4 |
| 87 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $1.3M | 0.1% | +18% | — |
| 88 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.3M | 0.1% | -3% | — |
| 89 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.3M | 0.1% | +1% | — |
| 90 |  $OSK | OSHKOSH CORP | $1.2M | 0.1% | -0% | 45.2 |
| 91 |  $UPS | UNITED PARCEL SERVICE INC | $1.2M | 0.1% | -13% | 58.6 |
| 92 |  $V | VISA INC. | $1.2M | 0.1% | +9% | 82.9 |
| 93 |  $LLY | ELI LILLY & Co | $1.2M | 0.1% | +8% | 87.5 |
| 94 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $1.1M | 0.1% | +1% | — |
| 95 | — | ISHARES TR - U.S. TECH ETF | $1.1M | 0.1% | -16% | — |
| 96 | — | SELECT SECTOR SPDR TR - FINANCIAL | $1.1M | 0.1% | +8% | — |
| 97 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $1.1M | 0.1% | -2% | — |
| 98 | — | WISDOMTREE TR - EM EX ST-OWNED | $1.1M | 0.1% | -2% | — |
| 99 |  $RTX | RTX Corp | $1.1M | 0.1% | +2% | 73.2 |
| 100 | — | AMERICAN CENTY ETF TR - AVANTIS ALL INT | $1.0M | 0.1% | +14% | — |
| 101 |  $GOOGL | Alphabet Inc. | $988,743 | 0.1% | +12% | 78.2 |
| 102 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $986,981 | 0.1% | +2% | — |
| 103 | — | T ROWE PRICE ETF INC - VALUE ETF | $976,773 | 0.1% | +2% | — |
| 104 |  $CARR | CARRIER GLOBAL Corp | $961,577 | 0.1% | +0% | 56.6 |
| 105 |  $INTC | INTEL CORP | $956,699 | 0.1% | +3% | 45.6 |
| 106 | — | ISHARES TR - S&P 500 VAL ETF | $955,534 | 0.1% | -9% | — |
| 107 | — | ISHARES TR - CORE S&P500 ETF | $930,924 | 0.1% | -4% | — |
| 108 |  $AHR | American Healthcare REIT, Inc. | $930,478 | 0.1% | +6% | 54 |
| 109 | — | SPDR SER TR - S&P DIVID ETF | $922,839 | 0.1% | -3% | — |
| 110 |  $META | Meta Platforms, Inc. | $916,126 | 0.1% | -1% | 79.6 |
| 111 | — | ETF SER SOLUTIONS - BAHL & GAYNOR IN | $903,843 | 0.1% | +0% | — |
| 112 |  $KO | COCA COLA CO | $892,736 | 0.1% | +8% | 69.5 |
| 113 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $876,430 | 0.1% | -2% | — |
| 114 |  $T | AT&T INC. | $840,843 | 0.1% | -4% | 65.7 |
| 115 |  $AMD | ADVANCED MICRO DEVICES INC | $838,834 | 0.1% | -1% | 79.8 |
| 116 |  $F | FORD MOTOR CO | $836,836 | 0.1% | +0% | 54.9 |
| 117 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $819,175 | 0.1% | -4% | — |
| 118 | $SCHW | SCHWAB CHARLES CORP | $800,633 | 0.1% | +0% | 79.4 |
| 119 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI | $799,449 | 0.1% | +30% | — |
| 120 |  $PLD | Prologis, Inc. | $785,805 | 0.1% | +1% | 68.3 |
| 121 |  $MO | ALTRIA GROUP, INC. | $776,503 | 0.1% | +0% | 67.4 |
| 122 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $734,252 | 0.1% | +0% | — |
| 123 |  $CAT | CATERPILLAR INC | $731,041 | 0.1% | -34% | 66.5 |
| 124 |  $BAH | Booz Allen Hamilton Holding Corp | $729,979 | 0.1% | +7% | 58 |
| 125 | — | ISHARES TR - RUS TP200 GR ETF | $726,642 | 0.1% | +0% | — |
| 126 |  $ABBV | AbbVie Inc. | $709,691 | 0.1% | -2% | 72.6 |
| 127 |  $VZ | VERIZON COMMUNICATIONS INC | $700,465 | 0.1% | -1% | 65.8 |
| 128 | — | ISHARES TR - 0-3 MNTH TREASRY | $687,617 | 0.1% | +65% | — |
| 129 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $650,201 | 0.0% | +17% | — |
| 130 | — | SELECT SECTOR SPDR TR - TECHNOLOGY | $635,444 | 0.0% | +102% | — |
| 131 | — | PACER FDS TR - US CASH COWS 100 | $633,291 | 0.0% | +0% | — |
| 132 | — | VANGUARD WORLD FD - FINANCIALS ETF | $630,973 | 0.0% | +1% | — |
| 133 |  $ASB | ASSOCIATED BANC-CORP | $596,258 | 0.0% | +8% | 64.9 |
| 134 | — | SPDR DOW JONES INDL AVERAGE - UT SER 1 | $574,121 | 0.0% | -2% | — |
| 135 | — | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | $574,097 | 0.0% | NEW | — |
| 136 |  $UMBF | UMB FINANCIAL CORP | $545,011 | 0.0% | +0% | 77.3 |
| 137 |  $MS | MORGAN STANLEY | $543,966 | 0.0% | +2% | 75.8 |
| 138 |  $XOM.R34088 | EXXON MOBIL CORP | $540,689 | 0.0% | +2% | 57.9 |
| 139 | — | J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN | $539,900 | 0.0% | +0% | — |
| 140 |  $CVX | CHEVRON CORP | $531,313 | 0.0% | +3% | 62.8 |
| 141 |  $ORCL | ORACLE CORP | $496,281 | 0.0% | +23% | 66.2 |
| 142 | — | ISHARES TR - RUS MDCP VAL ETF | $486,200 | 0.0% | +0% | — |
| 143 |  $NEE | NEXTERA ENERGY INC | $482,217 | 0.0% | +1% | 64.6 |
| 144 |  $TEM | Tempus AI, Inc. | $478,965 | 0.0% | +176% | 41.2 |
| 145 |  $PM | Philip Morris International Inc. | $478,087 | 0.0% | -0% | 75.9 |
| 146 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $462,765 | 0.0% | +7% | — |
| 147 | — | ISHARES TR - RUS 2000 VAL ETF | $462,730 | 0.0% | +0% | — |
| 148 |  $UNH | UNITEDHEALTH GROUP INC | $459,797 | 0.0% | -8% | 62.7 |
| 149 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $458,935 | 0.0% | -9% | — |
| 150 | — | ISHARES TR - S&P 500 GRWT ETF | $453,436 | 0.0% | -24% | — |
New Positions (111)
INNOVATOR ETFS TRUST - U S EQ 10 BUFFER$574,097
$AEE AMEREN CORP$57,763 ARK ETF TR - GENOMIC REV ETF$54,678
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT$36,240
ISHARES TR - EAFE SML CP ETF$35,294
T ROWE PRICE ETF INC - TECHNOLOGY ETF$25,868
$NDAQ NASDAQ, INC.$24,355
$LIN LINDE PLC$23,916 VANECK ETF TRUST - REAL ASSETS ETF$21,461
$OMC OMNICOM GROUP INC.$19,300
$VMRK VIVMARK RESIDENTIAL$17,934 GLOBAL X FDS - GLOBAL X SILVER$17,429
$SYM Symbotic Inc.$17,126
$RSG REPUBLIC SERVICES, INC.$15,768 SPDR SER TR - SPDR MSCI USA GE$14,672
Exited Positions (45)
$HON HONEYWELL INTERNATIONAL INC
$LHX L3HARRIS TECHNOLOGIES, INC. /DE/
$HUM HUMANA INC
$HOLX HOLOGIC INC
$CBOE Cboe Global Markets, Inc. FIRST TR EXCHNG TRADED FD VI
$EXR Extra Space Storage Inc. FIRST TR EXCHNG TRADED FD VI
FIRST TR EXCHNG TRADED FD VI
$CCL Carnival Corp Ltd.
$S SentinelOne, Inc. BLACKROCK ETF TRUST
$DD DuPont de Nemours, Inc.
$JKHY JACK HENRY & ASSOCIATES INC
$PKST Peakstone Realty TrustBrowse Top Institutional Investors
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