DOSSIER · 13F-HR · Q3 2026

New England Private Wealth Advisors LLC

$1.0B in tracked AUM across 205 positions as of Q3 2026.

NE
CIK 0001582813 · last filed Sep 30, 2026
Total AUM
$1.0B
as of Q3 2026
Holdings
205
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

New England Private Wealth Advisors LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VIG
VANGUARD SPECIALIZED FUNDS
$51M221K4.9%
02
VTI
VANGUARD INDEX FDS
$50M134K4.8%
03
FVD
FIRST TR EXCHANGE-TRADED FD
$36M759K3.4%
04
RPG
INVESCO EXCHANGE TRADED FD T
$33M561K3.1%
05
JAAA
JANUS DETROIT STR TR
$32M641K3.1%
06
CSHI
NEOS ETF TRUST
$30M611K2.9%
07
BNL
BROADSTONE NET LEASE INC
$29M1.6M2.8%
08
VXF
VANGUARD INDEX FDS
$29M125K2.8%
09
CGDV
CAPITAL GROUP DIVIDEND VALUE
$29M585K2.7%
10
RAAX
VANECK ETF TRUST
$28M692K2.6%

Filing history

2026Q3Sep 30
$1.0B▲ 1.2%
205 positionsView →
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 positionsLocked
2025Q2Jun 30
$684M▲ 5.7%
163 positionsLocked
2025Q1Mar 31
$647M▲ 2.4%
147 positionsLocked
2024Q4Dec 31
$631M▲ 1.8%
144 positionsLocked
2024Q3Sep 30
$620M▲ 8.1%
146 positionsLocked
2024Q2Jun 30
$573M▲ 0.8%
137 positionsLocked
2024Q1Mar 31
$569M▲ 5.0%
133 positionsLocked
2023Q4Dec 31
$542M▲ 12.9%
128 positionsLocked
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