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 $866.2M across 194 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($47.5M, 5.48%), VTI ($41.7M, 4.82%), FVD ($35.9M, 4.15%), JAAA ($31.8M, 3.68%), BNL ($29.0M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $47.5M | 5.48% | 220,861 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $41.7M | 4.82% | 130,731 | Added |
| 3 | FVD | FIRST TR EXCHANGE-TRADED FD | $35.9M | 4.15% | 763,623 | Added |
| 4 | JAAA | JANUS DETROIT STR TR | $31.8M | 3.68% | 632,115 | New |
| 5 | BNL | BROADSTONE NET LEASE INC | $29.0M | 3.34% | 1.6M | Added |
| 6 | SPLV | INVESCO EXCH TRADED FD TR II | $26.7M | 3.09% | 365,651 | Trimmed |
| 7 | RPG | INVESCO EXCHANGE TRADED FD T | $26.4M | 3.04% | 564,096 | Trimmed |
| 8 | VXF | VANGUARD INDEX FDS | $24.9M | 2.88% | 121,111 | Added |
| 9 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $23.0M | 2.65% | 540,125 | Added |
| 10 | VYMI | VANGUARD WHITEHALL FDS | $20.6M | 2.38% | 218,352 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $18.6M | 2.15% | 28,668 | Trimmed |
| 12 | FLMI | FRANKLIN TEMPLETON ETF TR | $16.9M | 1.96% | 683,218 | Added |
| 13 | MOAT | VANECK ETF TRUST | $16.6M | 1.92% | 172,083 | Trimmed |
| 14 | VXUS | VANGUARD STAR FDS | $16.0M | 1.85% | 207,231 | Added |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $15.8M | 1.82% | 114,199 | Trimmed |
| 16 | MZLSX | PROFESIONALLY MANAGED PORTFO | $15.7M | 1.81% | 296,618 | Trimmed |
| 17 | IWB | ISHARES TR | $14.9M | 1.72% | 41,790 | Trimmed |
| 18 | XT | ISHARES TR | $14.7M | 1.70% | 215,732 | Added |
| 19 | EMLP | FIRST TR EXCHANGE-TRADED FD | $13.9M | 1.61% | 319,084 | Added |
| 20 | TDIV | FIRST TR EXCHANGE TRADED FD | $13.4M | 1.55% | 143,161 | Added |
| 21 | CSHI | NEOS ETF TRUST | $11.9M | 1.38% | 239,707 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $11.6M | 1.33% | 19,340 | Added |
| 23 | QQQ | INVESCO QQQ TR | $11.3M | 1.30% | 19,548 | Added |
| 24 | PAVE | GLOBAL X FDS | $10.5M | 1.21% | 206,896 | Added |
| 25 | VHT | VANGUARD WORLD FD | $10.3M | 1.19% | 37,948 | Added |
Source: SEC Form 13F filings · as of 2026-03-31