13F Insight
DOSSIER · 13F-HR · Q1 2026

NBZ Investment Advisors LLC

NBZ Investment's family office based in Greenwich, CT — $229M in tracked AUM across 73 positions as of Q1 2026.

NI
NBZ Investment·Greenwich, CT·Family Office
CIK 0001998018 · last filed Mar 31, 2026
Total AUM
$229M
▼ 13.5%
vs prior
Holdings
73
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

NBZ Investment Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$31M399K13.3%
02
DIVO
AMPLIFY ETF TR
$24M529K10.4%
03
BALT
INNOVATOR ETFS TRUST
$16M490K7.2%
04
JAAA
JANUS DETROIT STR TR
$14M286K6.3%
05
XSMO
INVESCO EXCHANGE TRADED FD T
$14M184K6.1%
06
TSPA
T ROWE PRICE ETF INC
$14M335K6.0%
07
GRNY
TIDAL TRUST I
$14M574K6.0%
08
XMHQ
INVESCO EXCHANGE TRADED FD T
$14M131K5.9%
09
FEGE
RBB FUND TRUST
$12M254K5.2%
10
TACK
CAPITOL SER TR
$10M319K4.2%

Filing history

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