13F Insight
DOSSIER · 13F-HR · Q1 2026

New England Private Wealth Advisors LLC

$866M in tracked AUM across 194 positions as of Q1 2026.

NE
CIK 0001582813 · last filed Mar 31, 2026
Total AUM
$866M
as of Q1 2026
Holdings
194
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

New England Private Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VIG
VANGUARD SPECIALIZED FUNDS
$47M221K5.5%02
VTI
VANGUARD INDEX FDS
$42M131K4.8%03
FVD
FIRST TR EXCHANGE-TRADED FD
$36M764K4.1%04
JAAA
JANUS DETROIT STR TR
$32M632K3.7%05
BNL
BROADSTONE NET LEASE INC
$29M1.6M3.3%06
SPLV
INVESCO EXCH TRADED FD TR II
$27M366K3.1%07
RPG
INVESCO EXCHANGE TRADED FD T
$26M564K3.0%08
VXF
VANGUARD INDEX FDS
$25M121K2.9%09
CGDV
CAPITAL GROUP DIVIDEND VALUE
$23M540K2.7%10
VYMI
VANGUARD WHITEHALL FDS
$21M218K2.4%

Filing history

2026Q1Mar 31
$866M▲ 7.9%
194 positionsView →2025Q4Dec 31
$803M▲ 5.8%
179 positionsView →2025Q3Sep 30
$759M▲ 11.0%
178 positionsView →2025Q2Jun 30
$684M▲ 5.7%
163 positionsLocked2025Q1Mar 31
$647M▲ 2.4%
147 positionsLocked2024Q4Dec 31
$631M▲ 1.8%
144 positionsLocked2024Q3Sep 30
$620M▲ 8.1%
146 positionsLocked2024Q2Jun 30
$573M▲ 0.8%
137 positionsLocked2024Q1Mar 31
$569M▲ 5.0%
133 positionsLocked2023Q4Dec 31
$542M▲ 12.9%
128 positionsLocked2023Q3Sep 30
$480M▼ 3.1%
113 positionsLocked2023Q2Jun 30
$495M▲ 0.6%
112 positionsLocked
Showing 12 of 52