N.E.W. Advisory Services LLC - Portfolio overview

N.E.W. Advisory Services LLC has 982 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 17.29%
2. SPYM - SPDR SER TR, 5.13%
3. SPLG - SPDR SER TR, 4.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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