New England Private Wealth Advisors
$1.0B 13F equity value
209 Holdings
Quarter ended September 30, 2026
The latest 13F on file for New England Private Wealth Advisors covers the quarter ended September 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 | 220,699 | $51M | 4.9% |
| VTI | VANGUARD INDEX FDS | 133,844 | $50M | 4.8% |
| FVD | FIRST TR EXCHANGE-TRADED FD | 759,035 | $36M | 3.4% |
| RPG | INVESCO EXCHANGE TRADED FD T | 560,996 | $33M | 3.1% |
| JAAA | JANUS DETROIT STR TR | 640,997 | $32M | 3.1% |
| CSHI | NEOS ETF TRUST | 610,934 | $30M | 2.9% |
| BNL | BROADSTONE NET LEASE INC | 1,584,267 | $29M | 2.8% |
| VXF | VANGUARD INDEX FDS | 124,718 | $29M | 2.8% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 585,342 | $29M | 2.7% |
| RAAX | VANECK ETF TRUST | 692,344 | $28M | 2.6% |
Track New England Private Wealth Advisors's 13F portfolio: $1.0B in reported holdings, 209 positions. Top holdings and quarterly changes on SentiSense.
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