DOSSIER · 13F-HR · Q1 2026
N.E.W. Advisory Services LLC
N.E.W. Advisory Services's family office based in Boston, MA — $1.3B in tracked AUM across 914 positions as of Q1 2026.
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N.E.W. Advisory Services·Boston, MA·Family Office
CIK 0001803456 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of N.E.W. Advisory Services LLC SEC 13F Filing
Portfolio Overview
N.E.W. Advisory Services LLC manages a substantial, diversified portfolio with a total value of $1.12 billion as of September 30, 2025. The firm executed a growth strategy over the quarter, increasing the portfolio's value by +8.6% (up from $1.03 billion in the previous quarter). The portfolio is highly fragmented, comprising 840 total holdings, which suggests a focus on broad market expos...
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.
Filing history
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