N.E.W. Advisory Services LLC
CIK 1803456
13F filing for Q2 2026・No. 2,006
- Holdings
- US$1.5B
- Quarter change
- +US$157.9M
- Entries
- 980
- Net bought (estimate)
- +US$20.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 112
- Sold out 46
- Cut 176
- Added 311
- Corporate actions 0
- Unchanged 381
Largest holdings
980 stocks worth US$1.5B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 758,657 | US$280.73M | 18.78% |
| SPDR SER TRPORTFOLIO S&P500 | Cut | 876,954 | US$77.07M | 5.15% |
| ISHARES TRCORE INTL AGGR | Added | 1,307,184 | US$66.14M | 4.42% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Added | 1,272,405 | US$64.35M | 4.30% |
| SPDR SER TRPRTFLO S&P500 VL | Cut | 977,108 | US$59.4M | 3.97% |
| SPDR SER TRPORTFOLIO AGRGTE | Added | 2,205,265 | US$56.28M | 3.76% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Added | 1,399,265 | US$51.55M | 3.45% |
| VANGUARD STAR FDSVG TL INTL STK F | Added | 556,568 | US$47.58M | 3.18% |
| SPDR SER TRPORTFOLI S&P1500 | Added | 472,621 | US$42.91M | 2.87% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 547,549 | US$40.2M | 2.69% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.