N.E.W. Advisory Services LLC
All 13F Filings
- Location
- De Pere, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,495,102
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 980 | 1,495,102 | 13F-HR | N.E.W. Advisory Services LLC |
| Q1 2026 | 5/4/2026 | 914 | 1,337,203 | 13F-HR | N.E.W. Advisory Services LLC |
| 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 | 174.9 K | 11.7% | 15.97 K | 0 | 15.97 K |
| ETFs | 1.32 M | 88.3% | 141.7 K | 0 | 141.7 K |
| Debt | 296 | 0.0% | 233 | 0 | 233 |
| Other | 3 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
1,495,102
Holdings
980
QoQ value change ($000)
157,899
(11.8%)
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.