13F Insight
DOSSIER · 13F-HR · Q2 2026

New England Private Wealth Advisors LLC

$1.0B in tracked AUM across 205 positions as of Q2 2026.

NE
CIK 0001582813 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
205
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

New England Private Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VIG
VANGUARD SPECIALIZED FUNDS
$52M220K5.1%02
VTI
VANGUARD INDEX FDS
$48M133K4.7%03
FVD
FIRST TR EXCHANGE-TRADED FD
$38M761K3.7%04
BNL
BROADSTONE NET LEASE INC
$36M1.6M3.4%05
JAAA
JANUS DETROIT STR TR
$32M639K3.1%06
RPG
INVESCO EXCHANGE TRADED FD T
$32M563K3.1%07
VXF
VANGUARD INDEX FDS
$30M126K2.9%08
CGDV
CAPITAL GROUP DIVIDEND VALUE
$29M584K2.8%09
SPLV
INVESCO EXCH TRADED FD TR II
$28M366K2.7%10
CSHI
NEOS ETF TRUST
$26M518K2.5%

Filing history

2026Q2Jun 30
$1.0B▲ 19.5%
205 positionsView →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 positionsLocked
Showing 12 of 53