CIK 1775863
NICOLET ADVISORY SERVICES, LLC
Institutional 13F holdings & portfolio
Holdings
421
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 421
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 3.6M | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 1.2M | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 585K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 755K | $1M+ | SH |
| AAPL | APPLE INC | 202K | $1M+ | SH |
| ITOT | ISHARES TR | 308K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 721K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 695K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 108K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 58K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 592K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 55K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 38K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 70K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 117K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 260K | $1M+ | SH |
| UITB | VICTORY PORTFOLIOS II | 390K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 124K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 389K | $1M+ | SH |
| AMZN | AMAZON COM INC | 65K | $1M+ | SH |
| GOOGL | ALPHABET INC | 48K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 138K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 50K | $1M+ | SH |
| IVV | ISHARES TR | 18K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 63K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 194K | $1M+ | SH |
| GOOG | ALPHABET INC | 34K | $1M+ | SH |
| MUB | ISHARES TR | 99K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 15K | $1M+ | SH |
| SUB | ISHARES TR | 77K | $1M+ | SH |
| YLD | PRINCIPAL EXCHANGE TRADED FD | 433K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| HD | HOME DEPOT INC | 22K | $1M+ | SH |
| KO | COCA COLA CO | 114K | $1M+ | SH |
| AMLP | ALPS ETF TR | 161K | $1M+ | SH |
| META | META PLATFORMS INC | 11K | $1M+ | SH |
| AMJB | JPMORGAN CHASE FINL CO LLC | 212K | $1M+ | SH |
| OSK | OSHKOSH CORP | 43K | $1M+ | SH |
| WMT | WALMART INC | 50K | $1M+ | SH |
| AVGO | BROADCOM INC | 16K | $1M+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 16K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 8K | $1M+ | SH |
| BFC | BANK FIRST CORP | 41K | $1M+ | SH |
| PEP | PEPSICO INC | 35K | $1M+ | SH |
| BA | BOEING CO | 20K | $1M+ | SH |
| ABT | ABBOTT LABS | 36K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 37K | $1M+ | SH |
| TSLA | TESLA INC | 10K | $1M+ | SH |
| ETN | EATON CORP PLC | 14K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 75K | $1M+ | SH |