Nbz Investment Advisors LLC (CIK: 0001998018) is a financial institution headquartered at 6322 Deane Hill Drive, , Knoxville, Tennessee 37919. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $256.49 M, comprising 86 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 68.3%. Quarterly turnover: 1.5%. ▲ 13 new, +20 added, −20 reduced, ×0 exited.

Top Buys

Q2 2026

1. GE General Electric Company

+$810,247

2. AXP American Express Company

+$714,412.88

3. MU Micron Technology

+$644,094

4. AAPL Apple

+$638,318.88

5. GEV Ge Vernova

+$635,599

Top Sells

Q2 2026

1. JAAA Janus Henderson Aaa Clo Etf

−$603,103.57

2. Akre Focus Etf

−$580,515.66

3. XSMO Invesco S&P Smallcap Momentum Etf

−$496,613.28

4. SPLG Spdr Portfolio S&P 500 Etf

−$378,323.18

5. GRNY Fundstrat Granny Shots Us Large Cap Etf

−$350,546.7

Stocks/ETFs

+12.00%

$256.01 M 99.81%

Options

+2.92%

$482,401 0.19%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Spdr Portfolio S&P 500 Etf ETF-SPLG	394,763	$34.69 M	13.53%	▼ 4,305	Reduce -1.1%
Amplify Cwp Enhanced Dividend Income Etf ETF-DIVO	528,957	$24.17 M	9.42%	▲ 257	Add 0.1%
Innovator Defined Wealth Shield Etf ETF-BALT	490,105	$16.8 M	6.55%	▼ 217	Reduce 0.0%
Invesco S&P Smallcap Momentum Etf ETF-XSMO	178,992	$16.76 M	6.53%	▼ 5,304	Reduce -2.9%
T Rowe Price Us Equity Research Etf ETF-TSPA	328,035	$15.59 M	6.08%	▼ 7,221	Reduce -2.2%
Fundstrat Granny Shots Us Large Cap Etf ETF-GRNY	561,294	$15.52 M	6.05%	▼ 12,678	Reduce -2.2%
Invesco S&P Midcap Quality Etf ETF-XMHQ	129,534	$14.62 M	5.70%	▼ 1,395	Reduce -1.1%
Janus Henderson Aaa Clo Etf ETF-JAAA	274,249	$13.85 M	5.40%	▼ 11,945	Reduce -4.2%
First Eagle Global Equity Etf ETF-FEGE	261,301	$12.78 M	4.98%	▲ 7,024	Add 2.8%
Fairlead Tactical Sector Etf ETF-TACK	316,502	$10.01 M	3.90%	▼ 2,894	Reduce -0.9%

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Nbz Investment Advisors LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Nbz Investment Advisors LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Nbz Investment Advisors LLC Quarterly 13F Statistics

Discover detailed insights into Nbz Investment Advisors LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Nbz Investment Advisors LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Nbz Investment Advisors LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Nbz Investment Advisors LLC 13F Filings, Portfolio & Analysis

Nbz Investment Advisors LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Nbz Investment Advisors LLC's Portfolio

Nbz Investment Advisors LLC Quarterly 13F Statistics

Nbz Investment Advisors LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)