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CIK: 0001582813
Total reported value
$1.0B
$1.0B
194 檔
18.0%
According to the latest 13F quarterly dataset, New England Private Wealth Advisors LLC managed an equity portfolio of $1.0B at the end of Q1 2026, spanning 194 distinct U.S. exchange-listed positions.
In Q1 2026, New England Private Wealth Advisors LLC displayed an active expansion posture, initiating 16 new positions and adding to 117 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.48% | -0.41% | -2.26% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.82% | -0.15% | +1.84% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-Other | 4.15% | -0.48% | +0.11% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.68% | -0.55% | — | |
| 5 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 3.34% | +0.10% | +0.39% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 3.09% | -0.36% | -3.16% | |
| 7 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 3.04% | +0.04% | -3.85% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.88% | -0.01% | +0.40% | |
| 9 | CGDV | Cap Group Dividend Value | ETF-Other | 2.65% | +0.11% | +6.44% | |
| 10 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.38% | -0.01% | +14.21% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.15% | -0.12% | -3.42% | |
| 12 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 1.96% | +0.03% | +29.92% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.92% | -0.26% | -3.58% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.85% | -0.06% | +16.10% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.82% | -0.06% | -0.57% | |
| 16 | AKRE | Akre Focus ETF | ETF-Other | 1.81% | -0.72% | -5.12% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.72% | -0.09% | -1.06% | |
| 18 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.70% | -0.05% | +2.10% | |
| 19 | EMLP | First Trust North American E | ETF-Other | 1.61% | -0.26% | +2.89% | |
| 20 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.55% | -0.07% | +0.29% | |
| 21 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 1.38% | +1.11% | +328.58% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | -0.05% | +2.02% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | -0.08% | +0.31% | |
| 24 | PAVE | Global X US Infrastructure | ETF-Other | 1.21% | +0.02% | +0.84% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-Other | 1.19% | -0.17% | +0.65% | |
| 26 | RFG | Invesco S&p Midcap 400 Pure | ETF-Other | 1.17% | -0.08% | +0.00% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 1.14% | -0.08% | +0.40% | |
| 28 | FPAG | Fpa Global Equity ETF New | ETF-Other | 1.09% | +0.03% | +23.22% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.06% | -0.04% | -9.11% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.04% | -0.15% | -4.13% | |
| 31 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.02% | -0.01% | -0.03% | |
| 32 | CEFS | Saba Closed End Funds ETF | ETF-Other | 1.02% | -0.02% | +2.03% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.92% | +0.02% | +0.37% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.90% | -0.10% | -0.09% | |
| 35 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.89% | — | +14.61% | |
| 36 | QTUM | Defiance Quantum ETF | ETF-Other | 0.89% | +0.07% | +2.72% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.86% | -0.08% | — | |
| 38 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.86% | +0.21% | +15.89% | |
| 39 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.85% | -0.10% | +4.35% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.84% | -0.02% | +0.14% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.83% | -0.11% | -1.67% | |
| 42 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.80% | -0.15% | +1.21% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | -0.07% | +73.57% | |
| 44 | RAAX | Vaneck Real Assets ETF | ETF-Other | 0.78% | +1.56% | +370.46% | |
| 45 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.78% | -0.10% | -2.41% | |
| 46 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.71% | +0.01% | -1.52% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.67% | -0.04% | +0.26% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.60% | -0.01% | +0.20% | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.57% | -0.02% | +0.19% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-Other | 0.56% | -0.10% | +0.65% |
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 194 disclosed positions in Q1 2026.
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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 18.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
JAAA
市值: $31.8M
Top Position Liquidated / Trimmed
INDA
前期市值: $425.5K
During Q1 2026, New England Private Wealth Advisors LLC's top holdings by market value included VIG (5.5%)、VTI (4.8%)、FVD (4.2%). The largest single position, VIG, represented 5.5% of total portfolio value.
In Q1 2026, New England Private Wealth Advisors LLC made 168 total portfolio adjustments, initiating 16 new buys, adding to 117 positions, trimming 34 holdings, and fully liquidating 1 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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