N.E.W. Advisory Services LLC
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$1.3B
Holdings
912
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2024: New position (611.1k shares)
18.2%
02
$SPYM
SPDR SER TR
Q4 2024: New position (980.2k shares)
5.4%
03
$IAGG
ISHARES TR
Q4 2024: New position (1.03M shares)
4.5%
04
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2024: New position (965.0k shares)
4.4%
05
$SPYV
SPDR SER TR
Q4 2024: New position (1.55M shares)
4.2%
06
$SPAB
SPDR SER TR
Q4 2024: New position (2.06M shares)
4.0%
07
$DFAX
DIMENSIONAL ETF TRUST
Q4 2024: New position (1.20M shares)
3.4%
08
$VXUS
VANGUARD STAR FDS
Q4 2024: New position (470.6k shares)
3.1%
09
$SPTM
SPDR SER TR
Q4 2024: New position (406.0k shares)
2.7%
10
$BND
VANGUARD BD INDEX FDS
Q4 2024: New position (366.0k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.