New England Private Wealth Advisors
$1.0B 13F equity value
208 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 219,810 | $52M | 5.1% |
| VTI | VANGUARD INDEX FDS | 132,573 | $48M | 4.7% |
| FVD | FIRST TR EXCHANGE-TRADED FD | 761,405 | $38M | 3.7% |
| BNL | BROADSTONE NET LEASE INC | 1,594,398 | $36M | 3.4% |
| JAAA | JANUS DETROIT STR TR | 638,879 | $32M | 3.1% |
| RPG | INVESCO EXCHANGE TRADED FD T | 562,869 | $32M | 3.1% |
| VXF | VANGUARD INDEX FDS | 125,792 | $30M | 2.9% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 584,061 | $29M | 2.8% |
| SPLV | INVESCO EXCH TRADED FD TR II | 366,189 | $28M | 2.7% |
| CSHI | NEOS ETF TRUST | 517,928 | $26M | 2.5% |
Track New England Private Wealth Advisors's 13F portfolio: $1.0B in reported holdings, 208 positions. Top holdings and quarterly changes on SentiSense.
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