N.E.W. Advisory Services LLC
Q4 2025 13F Holdings
- Locationde pere, WI
- Num holdings
892
- Value ($000)
$1,352,141
- Date Filed01/28/2026
- Form type13F-HR
- CIK0001803456
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $241.61M | 18 % | 720,637 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $86.52M | 6 % | 1,523,011 | ||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $72.61M | 5 % | 905,147 | ||
ISHARES TR | CORE INTL AGGR | 46435G672 | $60.45M | 5 % | 1,208,835 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $58.57M | 4 % | 1,157,721 | ||
SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $54.29M | 4 % | 2,108,406 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $43.43M | 3 % | 1,326,814 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $40.52M | 3 % | 537,175 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $36.71M | 3 % | 444,914 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $35.2M | 3 % | 475,245 |
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