§ 13F · FUND PROFILE
N.E.W. Advisory Services LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 840Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 759K | $244M | 18.2% | +5% |
| 2 | SPYM | SPDR SER TR | 945K | $72M | 5.4% | +4% |
| 3 | IAGG | ISHARES TR | 1.21M | $61M | 4.5% | ±0% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 1.16M | $59M | 4.4% | ±0% |
| 5 | SPYV | SPDR SER TR | 988K | $56M | 4.2% | −35% |
| 6 | SPAB | SPDR SER TR | 2.11M | $54M | 4.0% | ±0% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 1.32M | $45M | 3.4% | ±0% |
| 8 | VXUS | VANGUARD STAR FDS | 542K | $42M | 3.1% | +1% |
| 9 | SPTM | SPDR SER TR | 456K | $36M | 2.7% | +3% |
| 10 | BND | VANGUARD BD INDEX FDS | 485K | $36M | 2.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE N.E.W. SIGNAL
AC read
N.E.W. Advisory Services LLC is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 840 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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