New England Private Wealth Advisors LLC
CIK 1582813
13F filing for Q2 2026・No. 2,520
- Holdings
- US$1.04B
- Quarter change
- +US$169.17M
- Entries
- 205
- Net bought (estimate)
- +US$80.64M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 3
- Cut 27
- Added 143
- Corporate actions 0
- Unchanged 21
Largest holdings
205 stocks worth US$1.04B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Cut | 219,810 | US$52.46M | 5.07% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 132,573 | US$48.37M | 4.67% |
| FIRST TR EXCHANGE-TRADED FDSHS | Cut | 761,405 | US$38M | 3.67% |
| BROADSTONE NET LEASE INCCOM | Added | 1,594,398 | US$35.65M | 3.44% |
| JANUS DETROIT STR TRHENDRSON AAA CL | Added | 638,879 | US$32.36M | 3.13% |
| INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT | Cut | 562,869 | US$31.94M | 3.08% |
| VANGUARD INDEX FDSEXTEND MKT ETF | Added | 125,792 | US$29.7M | 2.87% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 584,061 | US$28.53M | 2.76% |
| INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL | Added | 366,189 | US$28.27M | 2.73% |
| NEOS ETF TRUSTNEOS ENH INC 1-3 | Added | 517,928 | US$25.76M | 2.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.