NBZ Investment Advisors LLC - Portfolio Stock Holdings
NBZ Investment Advisors LLC disclosed 87 stock positions in a recent SEC 13F filing. $258,516,429 of stock holdings were filed, with the largest holdings including DIVO, SPYM, and BALT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $431,161,080 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
87Est. Stock Holding Value:
$258,516,429Top Stock Holdings By Sector
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Portfolio Stock Holdings - NBZ Investment Advisors LLC
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Portfolio Options Holdings - NBZ Investment Advisors LLC
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