StockDriftsStockDriftsTop 50 Nbz Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.55% | 394.8K | $34.7M | -1.08%(-4.30K) | $75.01(+22.06%) | 2026-06-30 | |
| DIVO | AMPLIFY ETF TR | 9.44% | 529.0K | $24.2M | +0.05%(+257) | $41.28(+17.34%) | 2026-06-30 | |
| BALT | INNOVATOR ETFS TRUST | 6.56% | 490.1K | $16.8M | -0.04%(-217) | $31.41(+10.54%) | 2026-06-30 | |
| XSMO | INVESCO EXCHANGE TRADED FD T | 6.55% | 179.0K | $16.8M | -2.88%(-5.30K) | $67.14(+32.18%) | 2026-06-30 | |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | 6.09% | 328.0K | $15.6M | -2.15%(-7.22K) | $37.82(+29.67%) | 2026-06-30 | |
| GRNY | TIDAL TRUST I | 6.06% | 561.3K | $15.5M | -2.21%(-12.68K) | $20.72(+36.16%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 5.71% | 129.5K | $14.6M | -1.07%(-1.40K) | $100.03(+18.74%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 5.41% | 274.2K | $13.8M | -4.17%(-11.95K) | $50.77(-0.38%) | 2026-06-30 | |
| FEGE | RBB FUND TRUST | 4.99% | 261.3K | $12.8M | +2.76%(+7.02K) | $45.61(+15.36%) | 2026-06-30 | |
| TACK | CAPITOL SER TR | 3.91% | 316.5K | $10.0M | +890.94%(+284.56K) | $176.66(-81.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.85% |
Nbz Investment Advisors LLC reports $256.49M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (13.6%), DIVO (9.4%) and BALT (6.6%). The top 20 holdings account for 88.38% of reported assets. Its disclosed equity book has returned +15.23% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nbz Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1998018). View Nbz Investment Advisors LLC’s 13F filings on SEC