N.E.W. Advisory Services LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The report lists the firm's address as 2200 Dickinson Rd, Unit 17A, De Pere, WI 54115.
The filing details a portfolio consisting of 986 individual positions. The largest holding disclosed in the information table is the Vanguard Index Funds Total Stock Market ETF, which holds 771,142 shares. Other significant holdings include the SPDR Series Trust Portfolio S&P500 with 839,909 shares, the iShares Trust Core International Aggregate Bond ETF with 1,352,534 shares, and the J.P. Morgan Exchange Traded Fund Ultra Short ETF with 1,318,627 shares.
The portfolio includes a mix of exchange-traded funds and individual equities. Notable individual stock positions include Apple Inc. with 73,051 shares, Berkshire Hathaway Inc. Class B with 39,387 shares, Procter & Gamble Co. with 97,410 shares, and Johnson & Johnson with 6,413 shares. The filing also lists positions in companies such as Microsoft, Amazon, Tesla, Visa, and Mastercard.
The report indicates that all positions are held in a Sole voting capacity with no shared voting or dispositive rights.
