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Portfolio (Quarterly) Guide ↗

NICOLET ADVISORY SERVICES, LLC

· CIK 0001775863
13F Portfolio $1.5B AUM 421 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 35 New 196 Added 149 Reduced 29 Exited
Page 1 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYV SPDR SERIES TRUST 1,208,677.0 $70.3M 4.74% -2.0M -61.9% $58.17 +5.0%
2 SPYG SPDR SERIES TRUST 585,065.0 $63.4M 4.27% -953K -62.0% $108.29 +9.2%
3 PG PROCTER AND GAMBLE CO Consumer Defensive 124,120.0 $17.8M 1.20% -4K -3.1% $143.46 +0.7%
4 AVRE AMERICAN CENTY ETF TR 388,797.0 $17.1M 1.15% -90K -18.8% $44.05 +8.4%
5 VGSH VANGUARD SCOTTSDALE FDS 194,125.0 $11.4M 0.77% -12K -5.7% $58.74 -0.9%
6 YLD PRINCIPAL EXCHANGE TRADED FD 433,302.0 $8.3M 0.56% -106K -19.7% $19.09 -0.4%
7 VUG VANGUARD INDEX FDS 16,740.0 $8.2M 0.56% -1K -8.0% $492.53 -82.2%
8 AMLP ALPS ETF TR 160,871.0 $7.8M 0.53% -53K -24.9% $48.41 +12.6%
9 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 211,761.0 $6.5M 0.44% -281K -57.0% $30.92 +19.8%
10 BFC BANK FIRST CORP Financial Services 40,765.0 $5.0M 0.34% -4K -9.9% $123.14 +15.2%
11 PEP PEPSICO INC Consumer Defensive 35,081.0 $5.0M 0.33% -8K -17.7% $141.36 +6.5%
12 ABT ABBOTT LABS Healthcare 36,484.0 $4.5M 0.31% -3K -7.6% $124.64 -29.9%
13 DFAC DIMENSIONAL ETF TRUST 89,230.0 $3.6M 0.24% -21K -19.4% $40.71 +7.1%
14 VTI VANGUARD INDEX FDS 10,470.0 $3.6M 0.24% -315.0 -2.9% $343.03 +6.9%
15 WFC WELLS FARGO CO NEW Financial Services 34,538.0 $3.3M 0.22% -234.0 -0.7% $94.96 -19.5%
16 SPDW SPDR INDEX SHS FDS 58,053.0 $2.7M 0.18% -6K -8.9% $46.16 +8.8%
17 IWF ISHARES TR 5,113.0 $2.4M 0.16% -1K -20.3% $477.25 -73.8%
18 ABBV ABBVIE INC Healthcare 10,869.0 $2.4M 0.16% -416.0 -3.7% $220.03 -2.0%
19 IBM INTERNATIONAL BUSINESS MACHS Technology 7,313.0 $2.3M 0.15% -163.0 -2.2% $312.19 -18.7%
20 CVX CHEVRON CORP NEW Energy 11,738.0 $1.9M 0.13% -361.0 -3.0% $162.34 +17.9%
Page 1 of 8  ·  149 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Financial Services 18.4%
Industrials 10.2%
Consumer Defensive 10.1%
Consumer Cyclical 8.8%
Communication Services 7.9%
Healthcare 6.7%
Utilities 4.0%
Energy 2.7%
Basic Materials 0.8%