Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
New England Private Wealth Advisors LLC (CIK 1582813) reported $1.04B across 205 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VIG ($52.5M, 5.07%), VTI ($48.4M, 4.67%), FVD ($38.0M, 3.67%), BNL ($35.7M, 3.44%), JAAA ($32.4M, 3.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $52.5M | 5.07% | 219,810 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $48.4M | 4.67% | 132,573 | Added |
| 3 | FVD | FIRST TR EXCHANGE-TRADED FD | $38.0M | 3.67% | 761,405 | Trimmed |
| 4 | BNL | BROADSTONE NET LEASE INC | $35.7M | 3.44% | 1.6M | Added |
| 5 | JAAA | JANUS DETROIT STR TR | $32.4M | 3.13% | 638,879 | Added |
| 6 | RPG | INVESCO EXCHANGE TRADED FD T | $31.9M | 3.08% | 562,869 | Trimmed |
| 7 | VXF | VANGUARD INDEX FDS | $29.7M | 2.87% | 125,792 | Added |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.5M | 2.76% | 584,061 | Added |
| 9 | SPLV | INVESCO EXCH TRADED FD TR II | $28.3M | 2.73% | 366,189 | Added |
| 10 | CSHI | NEOS ETF TRUST | $25.8M | 2.49% | 517,928 | Added |
| 11 | VYMI | VANGUARD WHITEHALL FDS | $24.5M | 2.37% | 241,179 | Added |
| 12 | RAAX | VANECK ETF TRUST | $24.3M | 2.34% | 604,674 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $21.0M | 2.03% | 28,406 | Trimmed |
| 14 | FLMI | FRANKLIN TEMPLETON ETF TR | $20.6M | 1.99% | 835,986 | Added |
| 15 | VXUS | VANGUARD STAR FDS | $18.5M | 1.79% | 222,358 | Added |
| 16 | VT | VANGUARD INTL EQUITY INDEX F | $18.2M | 1.76% | 116,064 | Added |
| 17 | MOAT | VANECK ETF TRUST | $17.1M | 1.66% | 163,882 | Trimmed |
| 18 | XT | ISHARES TR | $17.1M | 1.65% | 216,534 | Added |
| 19 | IWB | ISHARES TR | $16.9M | 1.63% | 41,790 | Hold |
| 20 | TDIV | FIRST TR EXCHANGE TRADED FD | $15.4M | 1.48% | 143,275 | Added |
| 21 | EMLP | FIRST TR EXCHANGE-TRADED FD | $14.0M | 1.35% | 311,610 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $13.2M | 1.28% | 19,470 | Added |
| 23 | PAVE | GLOBAL X FDS | $12.7M | 1.23% | 220,583 | Added |
| 24 | QQQ | INVESCO QQQ TR | $12.7M | 1.22% | 18,534 | Trimmed |
| 25 | FPAG | INVESTMENT MANAGERS SER TR I | $11.6M | 1.12% | 289,678 | Added |
Source: SEC Form 13F filings · as of 2026-06-30