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Portfolio (Quarterly) Guide ↗

N.E.W. Advisory Services LLC

· CIK 0001803456
13F Portfolio $1.3B AUM 914 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 232 Added 171 Reduced 45 Exited
Page 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WD WALKER DUNLOP INC Financial Services 55.0 $2K -48.0 -46.6% $44.76 +13.7%
162 LMND LEMONADE INC Financial Services 32.0 $2K -24.0 -42.9% $62.69 -4.8%
163 DEO DIAGEO PLC Consumer Defensive 18.0 $1K -18.0 -50.0% $74.44 +16.8%
164 PAAS PAN AMERN SILVER CORP Basic Materials 24.0 $1K -18.0 -42.9% $54.62 -1.1%
165 ADTRAN HOLDINGS INC 100.0 $1K -10.0 -9.1% $12.58
166 BOTZ GLOBAL X FDS 34.0 $1K -40.0 -54.0% $33.21 +20.7%
167 BLOCK INC 18.0 $1K -1.0 -5.3% $60.17
168 UPST UPSTART HLDGS INC Financial Services 34.0 $872.0 -136.0 -80.0% $25.65 +19.3%
169 ARKB ARK 21SHARES BITCOIN ETF Financial Services 36.0 $810.0 -268.0 -88.2% $22.50 +10.5%
170 SIRI SIRIUSXM HOLDINGS INC Communication Services 28.0 $646.0 -8K -99.6% $23.07 +28.8%
171 KR KROGER CO Consumer Defensive 8.0 $579.0 -19.0 -70.4% $72.38 -10.1%
Page 9 of 9  ·  171 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 26.2%
Financial Services 25.4%
Consumer Defensive 13.7%
Consumer Cyclical 7.9%
Industrials 7.0%
Utilities 5.4%
Healthcare 4.8%
Communication Services 4.1%
Real Estate 2.4%
Energy 2.0%