N.E.W. Advisory Services LLC
All 13F Filings
- Location
- De Pere, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,352,141
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 892 | 1,352,141 | 13F-HR | N.E.W. Advisory Services LLC |
| Q3 2025 | 10/27/2025 | 840 | 1,119,439 | 13F-HR | N.E.W. Advisory Services LLC |
| Q2 2025 | 8/18/2025 | 840 | 1,030,545 | 13F-HR | N.E.W. Advisory Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.109 M | 82.0% | 164.5 K | 0 | 164.5 K |
| ETFs | 243.5 K | 18.0% | 68.2 K | 0 | 68.2 K |
| Debt | 18 | 0.0% | 17 | 0 | 17 |
| Other | 32 | 0.0% | 0 | 3 | -3 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
1,352,141
Holdings
892
QoQ value change ($000)
232,702
(20.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.