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NBZ Investment Advisors LLC

NBZ Investment Advisors LLC is an Investment Adviser institutional filer with the SEC under CIK 1998018, reporting 80 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: TN
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-13

Top 10 portfolio positions

The largest reported holdings in NBZ Investment Advisors LLC's most recent 13F filing, ranked by reported market value.

  1. SPDR SERIES TRUST (SPYM)
  2. AMPLIFY ETF TR (DIVO)
  3. INNOVATOR ETFS TRUST (BALT)
  4. INVESCO EXCHANGE TRADED FD T (XSMO)
  5. T ROWE PRICE EXCHANGE-TRADED (TSPA)
  6. TIDAL TRUST I (GRNY)
  7. INVESCO EXCHANGE TRADED FD T (XMHQ)
  8. JANUS DETROIT STR TR (JAAA)
  9. RBB FUND TRUST (FEGE)
  10. CAPITOL SER TR (TACK)
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