Institutions / New England Private Wealth Advisors LLC
New England Private Wealth Advisors LLC
CIK 1582813 · Institution · as of Dec 31, 2025
Portfolio value
$803.10M
Positions
179
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 179 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Specialized Funds | $49.66M | 6.2% |
| Vanguard Index Fds | $43.04M | 5.4% |
| First Tr Exchange-Traded Fd | $35.15M | 4.4% |
| Broadstone Net Lease, Inc. | $27.43M | 3.4% |
| Invesco Exchange Traded Fd T | $27.38M | 3.4% |
| Invesco Exch Traded Fd Tr II | $26.97M | 3.4% |
| Vanguard Index Fds | $25.23M | 3.1% |
| Capital Group Dividend Value | $22.14M | 2.8% |
| Profesionally Managed Portfo | $20.48M | 2.5% |
| SPDR S&P 500 ETF Tr | $20.24M | 2.5% |
| VanEck ETF Trust | $18.48M | 2.3% |
| Vanguard Whitehall Fds | $17.21M | 2.1% |
| Vanguard Intl Equity Index F | $16.20M | 2.0% |
| iShares Tr | $15.77M | 2.0% |
| iShares Tr | $14.74M | 1.8% |
| First Tr Exchange Traded Fd | $13.82M | 1.7% |
| Vanguard Star Fds | $13.47M | 1.7% |
| Franklin Templeton ETF Tr | $13.08M | 1.6% |
| Invesco Qqq Tr | $11.97M | 1.5% |
| Vanguard Index Fds | $11.89M | 1.5% |
| First Tr Exchange-Traded Fd | $11.74M | 1.5% |
| Vanguard World Fd | $10.85M | 1.4% |
| Invesco Exchange Traded Fd T | $10.07M | 1.3% |
| First Tr Exchange-Traded Fd | $9.86M | 1.2% |
| Global X Fds | $9.80M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.