Institutions / Nicolet Advisory Services, LLC
Nicolet Advisory Services, LLC
CIK 1775863 · Institution · as of Dec 31, 2025
Portfolio value
$1.48B
Positions
421
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 421 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $295.34M | 19.9% |
| SPDR Series Trust | $70.31M | 4.7% |
| SPDR Series Trust | $63.36M | 4.3% |
| American Centy ETF Tr | $61.14M | 4.1% |
| Apple Inc. | $52.48M | 3.5% |
| iShares MSCI UAE ETF | $46.83M | 3.2% |
| Vanguard Tax-Managed Fds | $46.78M | 3.2% |
| Vanguard Mun Bd Fds | $35.15M | 2.4% |
| Vanguard Index Fds | $32.28M | 2.2% |
| Warren E. Buffett | $28.96M | 2.0% |
| Fidelity Merrimack Str Tr | $27.31M | 1.8% |
| Microsoft Corp | $26.34M | 1.8% |
| Vanguard Index Fds | $24.24M | 1.6% |
| JPMorgan Chase & Co | $22.72M | 1.5% |
| NVIDIA Corp | $21.67M | 1.5% |
| Vanguard Bd Index Fds | $19.32M | 1.3% |
| Victory Portfolios II | $18.48M | 1.2% |
| PROCTER & GAMBLE Co | $17.81M | 1.2% |
| American Centy ETF Tr | $17.13M | 1.2% |
| Amazon.com Inc | $16.00M | 1.1% |
| Alphabet Inc. | $15.86M | 1.1% |
| Wec Energy Group, Inc. | $14.51M | 1.0% |
| Vanguard Index Fds | $13.61M | 0.9% |
| iShares Tr | $12.58M | 0.8% |
| Vanguard Index Fds | $12.39M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.