🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 762.10 -1.4% NASDAQ 100: 702.62 -3.1% Dow Jones: 534.08 -0.5%

Nbz Investment Advisors - Q2 2026 13F Filings

NB

Nbz Investment Advisors LLC

CIK: 0001998018
Address: Tennessee Knoxville 6322 Deane Hill Drive
$256.49 M
Portfolio Value
86
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+12.00%
$256.01 M 99.81%
Options
+2.92%
$482,401 0.19%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Nbz Investment Advisors Q2 2026 Filing Summary

Nbz Investment Advisors LLC filed its 13F report for Q2 2026 on August 13, 2026. The portfolio totaled 256.49 M reflecting a +11.98% change from the prior quarter, spanning 86 assets. The top 10 holdings comprised 68.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 0 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Nbz Investment Advisors’s Q2 2026 Filing

Nbz Investment Advisors submitted their Form 13F-HR for the Q2 2026 period on 08/13/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Nbz Investment Advisors reported a managed portfolio value of 256.49 M, consisting of 86 individual positions.

This page displays the raw filing documents. To see which stocks Nbz Investment Advisors bought or sold during Q2 2026, please visit Nbz Investment Advisors's Portfolio Analysis page.