New England Private Wealth Advisors
$1.0B 13F equity value
208 Holdings
Quarter ended June 30, 2026
The latest 13F on file for New England Private Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
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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