N.E.W. Advisory Services LLC - Portfolio Stock Holdings

N.E.W. Advisory Services LLC disclosed 1021 stock positions in a recent SEC 13F filing. $1,494,375,349 of stock holdings were filed, with the largest holdings including VTI, SPYM, and IAGG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,601,996,307 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.