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CIK: 0001582813
Total reported value
$1.0B
$1.0B
179 檔
17.6%
As reported in its official Q4 2025 Form 13F filing, New England Private Wealth Advisors LLC's tracked investment portfolio stood at $1.0B with 179 total positions.
In Q4 2025, New England Private Wealth Advisors LLC displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.18% | -0.41% | -0.57% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.36% | -0.15% | +0.84% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-Other | 4.38% | -0.48% | -0.15% | |
| 4 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 3.41% | +0.10% | — | |
| 5 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 3.41% | +0.04% | -0.51% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 3.36% | -0.36% | -1.17% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.14% | -0.01% | +1.07% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 2.76% | +0.11% | +17.90% | |
| 9 | AKRE | Akre Focus ETF | ETF-Other | 2.55% | -0.72% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.52% | -0.12% | -0.68% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.30% | -0.26% | -0.58% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.14% | -0.01% | +13.41% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.02% | -0.06% | +0.44% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.96% | -0.09% | -0.71% | |
| 15 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.83% | -0.05% | +5.48% | |
| 16 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.72% | -0.07% | -0.27% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.68% | -0.06% | +12.74% | |
| 18 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 1.63% | +0.03% | +454.58% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | -0.08% | +0.33% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | -0.05% | +4.56% | |
| 21 | EMLP | First Trust North American E | ETF-Other | 1.46% | -0.26% | +2.13% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-Other | 1.35% | -0.17% | +0.30% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.25% | -0.04% | +0.56% | |
| 24 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.23% | -0.01% | -0.30% | |
| 25 | PAVE | Global X US Infrastructure | ETF-Other | 1.22% | +0.02% | -0.50% | |
| 26 | RFG | Invesco S&p Midcap 400 Pure | ETF-Other | 1.21% | -0.08% | -0.32% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.19% | -0.15% | -3.28% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 1.17% | -0.08% | -10.75% | |
| 29 | CEFS | Saba Closed End Funds ETF | ETF-Other | 1.10% | -0.02% | +6.81% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.07% | -0.10% | +0.48% | |
| 31 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.98% | +0.03% | +49.30% | |
| 32 | QTUM | Defiance Quantum ETF | ETF-Other | 0.95% | +0.07% | +7.87% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.92% | -0.11% | -4.99% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.92% | -0.08% | +1.77% | |
| 35 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.91% | -0.10% | -24.27% | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.90% | -0.10% | -0.37% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.89% | -0.02% | +0.26% | |
| 38 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.89% | — | +1.09% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | +0.02% | -15.12% | |
| 40 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.81% | -0.15% | +0.41% | |
| 41 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.78% | +0.21% | +10.71% | |
| 42 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.73% | +0.01% | +0.61% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.71% | -0.04% | +0.40% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.64% | -0.01% | +0.41% | |
| 45 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.61% | -0.02% | +0.20% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.03% | -0.25% | |
| 47 | VPU | Vanguard Utilities ETF | ETF-Other | 0.56% | -0.10% | +0.73% | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.52% | -0.08% | +0.90% | |
| 49 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.52% | -0.03% | +10.98% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | +0.04% | — |
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 179 disclosed positions in Q4 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 17.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
BNL
市值: $27.4M
Top Position Liquidated / Trimmed
JAAA
前期市值: $33.3M
During Q4 2025, New England Private Wealth Advisors LLC's top holdings by market value included VIG (6.2%)、VTI (5.4%)、FVD (4.4%). The largest single position, VIG, represented 6.2% of total portfolio value.
In Q4 2025, New England Private Wealth Advisors LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 13 holdings, and fully liquidating 6 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.
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