StockDriftsStockDriftsTop 50 N.E.W. Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 18.78% | 758.7K | $280.7M | -0.05%(-388) | $249.79(+53.48%) | 2026-06-30 | |
| SPYM | SPDR SER TR | 5.15% | 877.0K | $77.1M | -7.15%(-67.56K) | $44.34(+105.82%) | 2026-06-30 | |
| IAGG | ISHARES TR | 4.42% | 1.31M | $66.1M | +8.00%(+96.78K) | $52.24(-4.75%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.3% | 1.27M | $64.3M | +9.71%(+112.59K) | $50.52(-0.03%) | 2026-06-30 | |
| SPYV | SPDR SER TR | 3.97% | 977.1K | $59.4M | -1.15%(-11.37K) | $44.70(+41.86%) | 2026-06-30 | |
| SPAB | SPDR SER TR | 3.76% | 2.21M | $56.3M | +4.49%(+94.70K) | $27.54(-8.80%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.45% | 1.40M | $51.5M | +5.71%(+75.64K) | $26.30(+45.03%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.18% | 556.6K | $47.6M | +2.77%(+15.01K) | $62.10(+41.92%) | 2026-06-30 | |
| SPTM | SPDR SER TR | 2.87% | 472.6K | $42.9M | +3.61%(+16.48K) | $54.61(+72.66%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.69% | 547.5K | $40.2M | +12.92%(+62.67K) | $75.08(-3.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.18% | +41.16% | +6.48% | +36.91% |
| Top 20 Holdings Unweighted | +12.03% | +40.62% | +6.38% | +36.27% |
N.E.W. Advisory Services LLC reports $1.50B in US-listed equity holdings across 980 positions in its most recent 13F filing. Its largest disclosed positions are VTI (18.8%), SPYM (5.2%) and IAGG (4.4%). The top 20 holdings account for 70.25% of reported assets. Its disclosed equity book has returned +41.16% on a three-year cumulative basis. 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 N.E.W. Advisory Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803456). View N.E.W. Advisory Services LLC’s 13F filings on SEC