N.E.W. Advisory Services LLC - Portfolio Stock Holdings
N.E.W. Advisory Services LLC disclosed 1022 stock positions in a recent SEC 13F filing. $1,495,197,244 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 on Aug. 6, 2026.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.
Report Period:
June 30, 2026No. of Stocks:
1022Est. Stock Holding Value:
$1,495,197,244Top Stock Holdings By Sector
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Portfolio Stock Holdings - N.E.W. Advisory Services LLC
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