NBZ Investment Advisors LLC
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 229,781
- 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 | 2/3/2026 | 68 | 229,781 | 13F-HR | NBZ Investment Advisors LLC |
| Q3 2025 | 11/12/2025 | 66 | 191,727 | 13F-HR | NBZ Investment Advisors LLC |
| Q2 2025 | 8/4/2025 | 62 | 175,695 | 13F-HR | NBZ Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
710
(0.3% of total reported value)
· QoQ Δ:
-53
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 192.8 K | 84.2% | 19.46 K | 0 | 19.46 K |
| ETFs | 36.26 K | 15.8% | 18.66 K | 0 | 18.66 K |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
229,781
Holdings
68
QoQ value change ($000)
38,054
(19.8%)
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.