NICOLET ADVISORY SERVICES, LLC: summary

NICOLET ADVISORY SERVICES, LLC reported 421 positions with a reported value of $1.48B in its 13F for Q4 2025. Compared with Q3 2025: 35 new positions, 29 exited.

Top positions

• STATE STREET SPDR PORTFOLIO S&P 500 ETF
• SPDR SERIES TRUST
• SPDR SERIES TRUST
• AMERICAN CENTY ETF TR
• APPLE INC COM
• ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
• VANGUARD FTSE DEVELOPED MARKETS ETF
• VANGUARD TAX-EXEMPT BOND ETF
• VANGUARD MORNINGSTAR MID-CAP ETF
• BERKSHIRE HATHAWAY INC DEL CL B NEW