NBZ Investment Advisors LLC
•CIK: 1998018•Filing: Q4 2025
**NBZ Investment Advisors LLC** manages $227M across a portfolio of 62 distinct positions. The fund exhibits notable concentration in income-generating and sector-specific ETFs, with DIVO representing the largest allocation at $22.9M. Key holdings also include significant positions in AKRE ($19.2M), BALT ($16.4M), and SPYM ($16.2M). This structure suggests a tactical focus on yield enhancement and targeted market exposure.
Total AUM
$226.4M
+ $397.5K in options
QoQ Performance
+21.0%
Positions
35
+ 3 options
Top 10 Concentration
69.2%
Latest Filing
Q4 2025
Top Holdings Allocation
DIVO
AKRE
BALT
SPYM
SSO
JAAA
GRNY
TSPA
DIVO10.1%
AKRE8.5%
BALT7.2%
SPYM7.1%
SSO6.9%
JAAA6.3%
GRNY6.0%
TSPA6.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.3%
Technology3.4%
Financial2.0%
ETF0.5%
Consumer0.3%
Industrial0.3%
Healthcare0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑20 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024