NYL Investors LLC

NEW YORK, NY · CIK 1606720 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2013 · limited liability company

Assets managed$329.2bn
Staff301 · 189 in investment roles
Main clients (by assets)Insurers 97%, Mutual funds and ETFs 2%, Private funds 1%
Private funds17 · $5.6bn gross assets
Websitenewyorklifeinvestments.com
Form ADV · 2026-08-06SEC adviser record

Legal entityNYL INVESTORS LLC (US)
Part of NEW YORK LIFE INSURANCE COMPANY (US)

Other 13F filers in this group: New York Life Investment Management LLC $14.3bn, Ausbil Investment Management Ltd $221.0m

$260.8m reported value -1.4% vs Q1 2026

29positions

77.4%in top 10

0 new 12 added 7 reduced 2 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

New York Life Investment Management LLC – files its own report too

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	647,899	$48.8m18.69%	18.69%	Added +4.9k	+4,877 0.8%
2	SPDR SER TR PORTFOLIO LN COR SPLB	SPLB	1,460,850	$32.7m12.55%	12.55%	Added +4.3k	+4,252 0.3%
3	ISHARES TR IBOXX INV CP ETF LQD	LQD	268,834	$29.3m11.24%	11.24%	Added +3.0k	+2,962 1.1%
4	ISHARES TR 10+ YR INVST GRD IGLB	IGLB	404,202	$20.2m7.75%	7.75%	Added +4.3k	+4,260 1.1%
5	ISHARES TR CORE INTL AGGR IAGG	IAGG	347,798	$17.6m6.75%	6.75%	Reduced -4.5k	-4,514 -1.3%
6	ISHARES TR MSCI ACWI ETF ACWI	ACWI	84,156	$13.2m5.06%	5.06%	Added +3.2k	+3,231 4.0%
7	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	84,150	$13.2m5.06%	5.06%	Added +3.4k	+3,386 4.2%
8	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	122,372	$10.1m3.88%	3.88%	Added +1.7k	+1,746 1.4%
9	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	146,377	$10.1m3.87%	3.87%	Added +2.5k	+2,549 1.8%
10	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	70,326	$6.7m2.57%	2.57%	Added +2.3k	+2,257 3.3%
11	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	193,871	$5.6m2.15%	2.15%	Added +2.8k	+2,821 1.5%
12	ISHARES TR CORE S&P TTL STK ITOT	ITOT	34,157	$5.6m2.15%	2.15%	Added +392	+392 1.2%
13	ISHARES TR MSCI EAFE ETF EFA	EFA	45,239	$4.7m1.80%	1.80%	Unchanged
14	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	90,733	$4.4m1.68%	1.68%	Reduced -378	-378 -0.4%
15	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,217	$4.3m1.64%	1.64%	Unchanged
16	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	45,484	$3.8m1.46%	1.46%	Added +3.3k	+3,285 7.8%
17	ISHARES TR CORE US AGGBD ET AGG	AGG	36,740	$3.6m1.39%	1.39%	Reduced -123	-123 -0.3%
18	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	49,531	$3.6m1.39%	1.39%	Reduced -190	-190 -0.4%
19	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	157,163	$3.6m1.39%	1.39%	Reduced -459	-459 -0.3%
20	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	142,232	$3.6m1.39%	1.39%	Reduced -747	-747 -0.5%
21	NEW YORK LIFE INVESTMENTS ET NYLI CANDRIAM IN IQSI	IQSI	94,108	$3.6m1.38%	1.38%	Reduced -79.0k	-79,000 -45.6%
22	ISHARES TR CORE S&P500 ETF IVV	IVV	4,554	$3.4m1.31%	1.31%	Unchanged
23	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	14,206	$2.8m1.06%	1.06%	Unchanged
24	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	9,482	$2.7m1.05%	1.05%	Unchanged
25	DIEBOLD NIXDORF INC COM SHS DBD	DBD	19,901	$1.7m0.65%	0.65%	Unchanged
26	PATTERSON-UTI ENERGY INC COM PTEN	PTEN	110,785	$1.0m0.39%	0.39%	Unchanged
27	FORUM ENERGY TECHNOLOGIES IN COM FET	FET	10,301	$517.4k0.20%	0.20%	Unchanged
28	OMNICOM GROUP INC COM OMC	OMC	2,608	$189.9k0.07%	0.07%	Unchanged
29	BATTALION OIL CORP COM BATL	BATL	588	$7700.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INVESCO EXCH TRADED FD TR II BKLN	BKLN	524,558	$10.7m524.6k shares
SSGA ACTIVE ETF TR SRLN	SRLN	47,600	$1.9m47.6k shares