§ 13F · FUND PROFILE
N.E.W. Advisory Services LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1030.5T (13F)Positions · 840Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.8T 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 JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 721K | $241.6T | 17.9% | +7% |
| 2 | SPYV | SPDR SER TR | 1.52M | $86.5T | 6.4% | +9% |
| 3 | SPYM | SPDR SER TR | 905K | $72.6T | 5.4% | +1% |
| 4 | IAGG | ISHARES TR | 1.21M | $60.5T | 4.5% | +7% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 1.16M | $58.6T | 4.3% | +5% |
| 6 | SPAB | SPDR SER TR | 2.11M | $54.3T | 4.0% | +17% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 1.33M | $43.4T | 3.2% | +3% |
| 8 | VXUS | VANGUARD STAR FDS | 537K | $40.5T | 3.0% | +4% |
| 9 | SPTM | SPDR SER TR | 445K | $36.7T | 2.7% | +8% |
| 10 | BND | VANGUARD BD INDEX FDS | 475K | $35.2T | 2.6% | +6% |
§ 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 $1030545.2 trillion in assets. The fund runs a broad portfolio of 840 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