Sign In
test

Richard M. Dolson

Nisa Investment Advisors, Llc

Assets Managed
$27.041B
Holdings
3039
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-10.73%(2Q avg: 3.09%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Nisa Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3039 positions.

Assets under management

The assets under management (AUM) of Nisa Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 27.041B in assets, with a quarterly growth rate of -10.73% and a 2-quarter average growth rate of 3.09%. The portfolio is managed by Richard M. Dolson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.13%
38.93%
$10.526B
16.115M shares@ $653.22 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.7%
4%
$1.081B
6.199M shares@ $174.42 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.55%
3.74%
$1.01B
3.982M shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.38%
2.8%
$755.653M
2.041M shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -12.99%
1.77%
$476.404M
1.657M shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -8.86%
1.48%
$399.336M
1.917M shares@ $208.28 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -17.22%
1.48%
$398.846M
1.289M shares@ $309.51 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -8.48%
1.44%
$387.893M
1.352M shares@ $286.87 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -17.37%
1.23%
$330.207M
577,153 shares@ $572.14 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -22.13%
0.97%
$261.849M
890,157 shares@ $294.16 avg price

1-10 of 3039