account_balance
Investment manager · 13F filer · SEC CIK 1582813
New England Private Wealth Advisors LLC
Reported value$1.05Bas of Sep 30, 2026
Positions205 4 new, 4 sold out
Top 10 weight33.1%VIG alone is 5%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Specialized Funds
4.9%
VTIVanguard Index FDS
4.8%
FVDFirst Tr Exchange-Traded Fd
3.4%
RPGInvesco Exchange Traded Fd T
3.1%
JAAAJanus Detroit STR Tr
3.1%
CSHINeos ETF Trust
2.9%Added +18%
BNLBroadstone Net Lease, Inc.
2.8%
VXFVanguard Index FDS
2.8%
CGDVCapital Group Dividend Value
2.7%
RAAXVaneck ETF Trust
2.6%Added +14%
VYMIVanguard Whitehall FDS
2.5%+7%
SPLVInvesco Exch Traded Fd Tr II
2.4%
VIGVanguard Specialized Funds
4.9%
VTIVanguard Index FDS
4.8%
FVDFirst Tr Exchange-Traded Fd
3.4%
RPGInvesco Exchange Traded Fd T
3.1%
JAAAJanus Detroit STR Tr
3.1%
CSHINeos ETF Trust
2.9%
BNLBroadstone Net Lease, Inc.
2.8%
VXFVanguard Index FDS
2.8%
CGDVCapital Group Dividend Value
2.7%
RAAX2.6%
VYMI2.5%
SPLV2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VIG Vanguard Specialized Funds 4.9% Held
VTI Vanguard Index FDS 4.8% Held
FVD First Tr Exchange-Traded Fd 3.4% Held
RPG Invesco Exchange Traded Fd T 3.1% Held
JAAA Janus Detroit STR Tr 3.1% Held
CSHI Neos ETF Trust 2.9% Added +18%
BNL Broadstone Net Lease, Inc. 2.8% HeldVXF Vanguard Index FDS 2.8% Held
CGDV Capital Group Dividend Value 2.7% Held
RAAX Vaneck ETF Trust 2.6% Added +14%
VYMI Vanguard Whitehall FDS 2.5% Added +7%
SPLV Invesco Exch Traded Fd Tr II 2.4% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IBMP $573K
- SPHQ $530K
- ONEQ $497K
- BDJ $122K
arrow_upwardAdded
- GPZ +52%
- LALT +46%
- ESGV +22%
- IYRI +19%
arrow_downwardTrimmed
- IBDR −32%
- AKRE −5%
- VYM −4%
- BINC −4%
remove_circleSold out
- QUAL $261K
- XLU $234K
- VBIL $213K
- SPSM $202K
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