NBZ Investment Advisors LLC

Q4 2025 13F Holdings

  • Location
    knoxville, TN
  • Num holdings

    68

  • Value ($000)

    $229,781

  • Date Filed
    02/03/2026
  • Form type
    13F-HR
  • CIK
    0001998018
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DIVO

AMPLIFY ETF TR

CWP ENHANCED DIV
$22.86M
10 %

513,645

---

PROFESIONALLY MANAGED PORTFO

AKRE FOCUS ETF
$19.21M
8 %

293,305

BALT

INNOVATOR ETFS TRUST

DEFINED WLT SHLD
$16.36M
7 %

488,298

KRE

SPDR SERIES TRUST

STATE STREET SPD
$16.17M
7 %

201,549

SSO

PROSHARES TR

PSHS ULT S&P 500
$15.74M
7 %

271,756

JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$14.19M
6 %

280,563

---

TIDAL TRUST I

FUNDSTRAT GRANNY
$13.72M
6 %

554,108

TSPA

T ROWE PRICE ETF INC

US EQUITY RESEAR
$13.54M
6 %

316,564

XSMO

INVESCO EXCHANGE TRADED FD T

S&P SMLCP MOMENT
$12.57M
6 %

174,528

XMHQ

INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY
$12.56M
6 %

122,663

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