New England Private Wealth Advisors LLC

Est. AUM

$830.0M

13F long equity, this entity only

Positions

191

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$47.5M	220861	5.72%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$41.7M	130731	5.03%	SOLE
3	FIRST TR EXCHANGE-TRADED FD	SHS	$35.9M	763623	4.33%	SOLE
4	JANUS DETROIT STR TR	HENDRSON AAA CL	$31.8M	632115	3.84%	SOLE
5	BROADSTONE NET LEASE INC	COM	$29.0M	1585086	3.49%	SOLE
6	INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$26.4M	564096	3.18%	SOLE
7	VANGUARD INDEX FDS	EXTEND MKT ETF	$24.9M	121111	3.00%	SOLE
8	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$23.0M	540125	2.77%	SOLE
9	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$20.6M	218352	2.48%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$18.6M	28668	2.25%	SOLE
11	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$16.9M	683218	2.04%	SOLE
12	VANECK ETF TRUST	MRNGSTR WDE MOAT	$16.6M	172083	2.00%	SOLE
13	VANGUARD STAR FDS	VG TL INTL STK F	$16.0M	207231	1.93%	SOLE
14	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$15.8M	114199	1.90%	SOLE
15	PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$15.7M	296618	1.89%	SOLE
16	ISHARES TR	RUS 1000 ETF	$14.9M	41790	1.80%	SOLE
17	ISHARES TR	FUTURE EXPONENTI	$14.7M	215732	1.77%	SOLE
18	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$13.9M	319084	1.68%	SOLE
19	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$13.4M	143161	1.62%	SOLE
20	NEOS ETF TRUST	NEOS ENH INC 1-3	$11.9M	239707	1.44%	SOLE
21	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.6M	19340	1.39%	SOLE
22	INVESCO QQQ TR	UNIT SER 1	$11.3M	19548	1.36%	SOLE
23	GLOBAL X FDS	US INFR DEV ETF	$10.5M	206896	1.27%	SOLE
24	VANGUARD WORLD FD	HEALTH CAR ETF	$10.3M	37948	1.25%	SOLE
25	INVESCO EXCHANGE TRADED FD T	S&P MDCP400 PR	$10.2M	185589	1.23%	SOLE
26	DIMENSIONAL ETF TRUST	US TARGETED VLU	$9.9M	158233	1.19%	SOLE
27	INVESTMENT MANAGERS SER TR I	FPA GBL EQTY ETF	$9.4M	260241	1.14%	SOLE
28	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$9.2M	47784	1.10%	SOLE
29	ISHARES TR	MSCI USA MIN VOL	$9.0M	97384	1.09%	SOLE
30	FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$8.8M	69367	1.06%	SOLE
31	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.9M	258563	0.96%	SOLE
32	ISHARES TR	RUS 1000 GRW ETF	$7.8M	18218	0.94%	SOLE
33	GMO ETF TRUST	GMO US QUALITY E	$7.7M	213207	0.93%	SOLE
34	ETF SER SOLUTIONS	DEFIANCE QUANTUM	$7.7M	71454	0.92%	SOLE
35	ISHARES TR	MSCI EAFE ETF	$7.4M	76552	0.90%	SOLE
36	PUTNAM ETF TRUST	FOCUSED LAR CAP	$7.4M	159652	0.89%	SOLE
37	VANGUARD WHITEHALL FDS	INTL DVD ETF	$7.4M	83654	0.89%	SOLE
38	ISHARES TR	RUSSELL 2000 ETF	$7.2M	29197	0.87%	SOLE
39	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$7.2M	127257	0.87%	SOLE
40	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$7.0M	41978	0.84%	SOLE
41	ISHARES TR	CORE MSCI EAFE	$6.9M	76661	0.84%	SOLE
42	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$6.7M	121522	0.81%	SOLE
43	VANECK ETF TRUST	REAL ASSETS ETF	$6.7M	165743	0.81%	SOLE
44	EA SERIES TRUST	FREEDOM 100 EM	$6.2M	113084	0.74%	SOLE
45	ISHARES TR	RUS MID CAP ETF	$5.8M	59694	0.70%	SOLE
46	ISHARES TR	RUS 1000 VAL ETF	$5.2M	24499	0.63%	SOLE
47	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$4.9M	103931	0.60%	SOLE
48	VANGUARD WORLD FD	UTILITIES ETF	$4.8M	24356	0.58%	SOLE
49	ISHARES TR	CORE S&P500 ETF	$4.6M	7062	0.56%	SOLE
50	VANGUARD WORLD FD	ESG US STK ETF	$4.1M	36500	0.49%	SOLE

1–50 of 191

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.