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Nbz Investment Advisors - Q4 2025 13F Filings

NB

Nbz Investment Advisors LLC

CIK: 0001998018
Address: Tennessee Knoxville 6322 Deane Hill Drive
$229.78 M
Portfolio Value
68
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. Professionally Managed Portfolios Akre Focus Etf
+$19.21 M
2. SSO Proshares Ultra S&P 500
+$15.74 M
3. FEGE First Eagle Global Equity Etf
+$8.1 M
4. DIVO Amplify Cwp Enhanced Dividend Income Etf
+$1.74 M
5. JAAA Janus Henderson Aaa Clo Etf
+$1.73 M

Top Sells

Q4 2025
1. SPLG Spdr Portfolio S&P 500 Etf
−$14.05 M
2. GOOG Alphabet
−$829,059.45
3. BRK.B Berkshire Hathaway
−$625,799.93
4. AAPL Apple
−$597,005
5. MSFT Microsoft Corporation
−$398,992.36

Asset Allocation

Stocks/ETFs
+20.62%
$229.07 M 99.69%
Options
-6.96%
$709,555 0.31%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Nbz Investment Advisors Q4 2025 Filing Summary

Nbz Investment Advisors LLC filed its 13F report for Q4 2025 on February 03, 2026. The portfolio totaled 229.78 M reflecting a +19.85% change from the prior quarter, spanning 68 assets. The top 10 holdings comprised 68.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 3 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Nbz Investment Advisors’s Q4 2025 Filing

Nbz Investment Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/03/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Nbz Investment Advisors reported a managed portfolio value of 229.78 M, consisting of 68 individual positions.

This page displays the raw filing documents. To see which stocks Nbz Investment Advisors bought or sold during Q4 2025, please visit Nbz Investment Advisors's Portfolio Analysis page.