New England Private Wealth Advisors LLC
Q1 2026 13F Holdings
- Locationwellesley, MA
- Num holdings
194
- Value ($000)
$866,183
- Date Filed 05/08/2026
- Form type13F-HR
- CIK 0001582813
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $47.5M | 6 % | 220,861 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $41.72M | 5 % | 130,731 | ||
FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | $35.91M | 4 % | 763,623 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $31.84M | 4 % | 632,115 | ||
BROADSTONE NET LEASE INC | COM | 11135E203 | $28.96M | 3 % | 1,585,086 | ||
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $26.74M | 3 % | 365,651 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | $26.37M | 3 % | 564,096 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $24.92M | 3 % | 121,111 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $22.98M | 3 % | 540,125 | ||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $20.58M | 2 % | 218,352 |
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