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.
N.E.W. Advisory Services LLC (CIK 1803456) reported $1.34B across 914 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($243.5M, 18.21%), SPLG ($72.3M, 5.41%), IAGG ($60.6M, 4.53%), JPST ($58.7M, 4.39%), SPYV ($55.9M, 4.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $243.5M | 18.21% | 759,045 | Added |
| 2 | SPLG | SPDR SER TR | $72.3M | 5.41% | 944,513 | Added |
| 3 | IAGG | ISHARES TR | $60.6M | 4.53% | 1.2M | Added |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $58.7M | 4.39% | 1.2M | Added |
| 5 | SPYV | SPDR SER TR | $55.9M | 4.18% | 988,476 | Trimmed |
| 6 | SPAB | SPDR SER TR | $54.1M | 4.04% | 2.1M | Added |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $45.0M | 3.36% | 1.3M | Trimmed |
| 8 | VXUS | VANGUARD STAR FDS | $41.8M | 3.12% | 541,563 | Added |
| 9 | SPTM | SPDR SER TR | $36.1M | 2.70% | 456,136 | Added |
| 10 | BND | VANGUARD BD INDEX FDS | $35.7M | 2.67% | 484,880 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $31.5M | 2.36% | 285,372 | Trimmed |
| 12 | AVLV | AMERICAN CENTY ETF TR | $31.5M | 2.36% | 390,672 | Added |
| 13 | VIOV | VANGUARD ADMIRAL FDS INC | $30.2M | 2.26% | 296,722 | Trimmed |
| 14 | SPDW | SPDR INDEX SHS FDS | $27.6M | 2.07% | 605,577 | Trimmed |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $23.3M | 1.74% | 600,399 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.3M | 1.44% | 40,315 | Added |
| 17 | VOO | VANGUARD INDEX FDS | $17.7M | 1.33% | 29,690 | Added |
| 18 | VXF | VANGUARD INDEX FDS | $17.3M | 1.30% | 84,225 | Added |
| 19 | SPEM | SPDR INDEX SHS FDS | $17.2M | 1.29% | 367,377 | Added |
| 20 | AAPL | APPLE INC | $17.2M | 1.28% | 67,637 | Trimmed |
| 21 | TSPA | T ROWE PRICE ETF INC | $13.9M | 1.04% | 339,094 | Added |
| 22 | PG | PROCTER AND GAMBLE CO | $13.3M | 1.00% | 92,306 | Added |
| 23 | VSS | VANGUARD INTL EQUITY INDEX F | $12.5M | 0.93% | 85,655 | Trimmed |
| 24 | JIVE | J P MORGAN EXCHANGE TRADED F | $11.9M | 0.89% | 138,476 | Trimmed |
| 25 | VUG | VANGUARD INDEX FDS | $10.4M | 0.78% | 23,775 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31