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N.E.W. Advisory Services LLC

Q1 2026 13F Holdings

  • Location
    de pere, WI
  • Num holdings

    914

  • Value ($000)

    $1,337,203

  • Date Filed
    05/05/2026
  • Form type
    13F-HR
  • CIK
    0001803456
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$243.51M
18 %

759,045

K
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$72.29M
5 %

944,513

I
IAGG

ISHARES TR

CORE INTL AGGR
46435G672
$60.57M
5 %

1,210,409

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$58.7M
4 %

1,159,813

S
SPYV

SPDR SER TR

PRTFLO S&P500 VL
78464A508
$55.93M
4 %

988,476

K
KRE

SPDR SER TR

PORTFOLIO AGRGTE
78464A649
$54.07M
4 %

2,110,566

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$44.96M
3 %

1,323,626

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$41.76M
3 %

541,563

---

SPDR SER TR

PORTFOLI S&P1500
78464A805
$36.06M
3 %

456,136

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$35.71M
3 %

484,880

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