Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NBZ Investment Advisors LLC (CIK 1998018) reported $229.1M across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($30.5M, 13.33%), DIVO ($23.7M, 10.35%), BALT ($16.4M, 7.16%), JAAA ($14.4M, 6.29%), XSMO ($14.0M, 6.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $30.5M | 13.33% | 399,068 | Added |
| 2 | DIVO | AMPLIFY ETF TR | $23.7M | 10.35% | 528,700 | Added |
| 3 | BALT | INNOVATOR ETFS TRUST | $16.4M | 7.16% | 490,322 | Added |
| 4 | JAAA | JANUS DETROIT STR TR | $14.4M | 6.29% | 286,194 | Added |
| 5 | XSMO | INVESCO EXCHANGE TRADED FD T | $14.0M | 6.12% | 184,296 | Added |
| 6 | TSPA | T ROWE PRICE ETF INC | $13.7M | 5.99% | 335,256 | Added |
| 7 | GRNY | TIDAL TRUST I | $13.7M | 5.98% | 573,972 | Added |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | $13.5M | 5.91% | 130,929 | Added |
| 9 | FEGE | RBB FUND TRUST | $12.0M | 5.22% | 254,277 | Added |
| 10 | TACK | CAPITOL SER TR | $9.7M | 4.24% | 319,396 | Added |
| 11 | SCHB | SCHWAB STRATEGIC TR | $7.7M | 3.35% | 305,630 | Trimmed |
| 12 | MZLSX | PROFESIONALLY MANAGED PORTFO | $7.5M | 3.26% | 141,335 | Trimmed |
| 13 | FEBU | AIM ETF PRODUCTS TRUST | $7.3M | 3.17% | 269,258 | Trimmed |
| 14 | ARKK | ARK ETF TR | $5.0M | 2.16% | 73,278 | Trimmed |
| 15 | SGOV | ISHARES TR | $4.7M | 2.05% | 46,636 | Added |
| 16 | AAPL | APPLE INC | $3.3M | 1.45% | 13,081 | Added |
| 17 | TCHP | T ROWE PRICE ETF INC | $2.9M | 1.24% | 64,532 | Added |
| 18 | GOOG | ALPHABET INC | $2.7M | 1.16% | 9,238 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $2.4M | 1.03% | 13,580 | Added |
| 20 | QQQ | INVESCO QQQ TR | $2.2M | 0.98% | 3,878 | Added |
| 21 | AUGU | AIM ETF PRODUCTS TRUST | $2.1M | 0.90% | 72,594 | Trimmed |
| 22 | SCHM | SCHWAB STRATEGIC TR | $1.8M | 0.79% | 58,316 | Trimmed |
| 23 | AXP | AMERICAN EXPRESS CO | $1.6M | 0.69% | 5,238 | Hold |
| 24 | MSFT | MICROSOFT CORP | $1.5M | 0.67% | 4,146 | Added |
| 25 | VRT | VERTIV HOLDINGS CO | $1.2M | 0.53% | 4,805 | New |
Source: SEC Form 13F filings · as of 2026-03-31