§ 13F · FUND PROFILE
NBZ Investment Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $175.7T (13F)Positions · 62Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$43.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DIVO | AMPLIFY ETF TR | 514K | $22.9T | 9.9% | +8% |
| 2 | AKRE | PROFESIONALLY MANAGED PORTFO | 293K | $19.2T | 8.4% | NEW |
| 3 | BALT | INNOVATOR ETFS TRUST | 488K | $16.4T | 7.1% | +11% |
| 4 | SPYM | SPDR SERIES TRUST | 202K | $16.2T | 7.0% | −46% |
| 5 | SSO | PROSHARES TR | 272K | $15.7T | 6.8% | NEW |
| 6 | JAAA | JANUS DETROIT STR TR | 281K | $14.2T | 6.2% | +14% |
| 7 | GRNY | TIDAL TRUST I | 554K | $13.7T | 6.0% | +7% |
| 8 | TSPA | T ROWE PRICE ETF INC | 317K | $13.5T | 5.9% | +8% |
| 9 | XSMO | INVESCO EXCHANGE TRADED FD T | 175K | $12.6T | 5.5% | +8% |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | 123K | $12.6T | 5.5% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NBZ SIGNAL
AC read
NBZ Investment Advisors LLC is a Other fund managing $175695.4 trillion in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed