13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001582813
Total reported value
$1.0B
$1.0B
163 檔
17.5%
In Q2 2025, New England Private Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 163 disclosed stock positions.
During Q2 2025, New England Private Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.95% | -0.41% | +0.31% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.44% | -0.15% | -0.99% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-Other | 5.04% | -0.48% | +0.54% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.00% | -0.55% | -5.79% | |
| 5 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 4.08% | +0.04% | -0.62% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.06% | -0.36% | +4.06% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.46% | -0.01% | +1.49% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.91% | -0.12% | +0.10% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.34% | -0.26% | -6.03% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 2.29% | +0.11% | +6.85% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.16% | -0.09% | +0.41% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.96% | -0.01% | +4.12% | |
| 13 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.95% | -0.05% | -0.06% | |
| 14 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.92% | -0.07% | -8.10% | |
| 15 | EMLP | First Trust North American E | ETF-Other | 1.68% | -0.26% | +2.26% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.61% | -0.08% | +5.06% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | -0.05% | +0.09% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.49% | -0.04% | -1.53% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.47% | -0.10% | +9.41% | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 1.45% | -0.08% | -32.65% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.43% | -0.15% | -0.87% | |
| 22 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.41% | -0.01% | +0.06% | |
| 23 | RFG | Invesco S&p Midcap 400 Pure | ETF-Other | 1.40% | -0.08% | -3.86% | |
| 24 | PAVE | Global X US Infrastructure | ETF-Other | 1.39% | +0.02% | +0.20% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-Other | 1.38% | -0.17% | -3.25% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.31% | -0.06% | +6.31% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.22% | +0.02% | -0.44% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.16% | -0.10% | +5.35% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.15% | -0.11% | -11.52% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.04% | -0.10% | +3.34% | |
| 31 | CEFS | Saba Closed End Funds ETF | ETF-Other | 1.03% | -0.02% | +23.77% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.94% | -0.02% | +1.94% | |
| 33 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.93% | — | +2.00% | |
| 34 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.89% | -0.15% | +2.09% | |
| 35 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.88% | +0.21% | +3.42% | |
| 36 | QTUM | Defiance Quantum ETF | ETF-Other | 0.81% | +0.07% | +0.83% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.81% | -0.04% | +3.05% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.76% | -0.08% | +7.41% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.70% | -0.01% | +7.45% | |
| 40 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.70% | +0.03% | -5.09% | |
| 41 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.67% | — | -29.64% | |
| 42 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.67% | +0.01% | +1.62% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.03% | -4.94% | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.65% | -0.02% | +0.21% | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.61% | -0.08% | +0.72% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.58% | -0.02% | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.55% | +0.04% | +0.02% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | -0.07% | +1.27% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.48% | -0.05% | -4.89% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | -0.02% | +0.05% |
According to official SEC Form 13F filings, New England Private Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.0B across 163 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIG, VTI, FVD) accounted for 17.5% of total reported equity market value during Q2 2025.
During Q2 2025, New England Private Wealth Advisors LLC's top holdings by market value included VIG (7.0%)、VTI (5.4%)、FVD (5.0%). The largest single position, VIG, represented 7.0% of total portfolio value.
In Q2 2025, New England Private Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.