New England Private Wealth Advisors LLC

CIK

1582813

Location

WELLESLEY, MA

Portfolio Value

Mid $1,033,905,271

Diversification

Diversified

Filing Date

Global Rank

#2,463 / 8,798 ▲ 142 · as of Jun 2026

Top Industry

REIT - Diversified 89.5%

Period ended 3 months ago

Filed Aug 4, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

81 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.7%

+4.5 pts

Top 5

36.7%

+3.2 pts

Top 10

54.1%

+2.1 pts

HHI

451

Diversified+60

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.4%	$997,078,716	70
Real Estate	3.2%	$32,956,206	1
Financial Services	0.4%	$3,870,349	10

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AFK	VanEck Africa Index ETF	+703,743	1,097,324	$47,455,608
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	+379,021	658,171	$32,084,627
BUYZ	Franklin Disruptive Commerce ETF	+152,768	835,986	$21,041,767
AGNG	Global X Funds Global X Aging Population ETF	+150,311	369,718	$21,901,600
FBCG	Fidelity Blue Chip Growth ETF	+122,657	198,127	$10,627,849
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+60,206	1,310,090	$131,571,433
DCOR	Dimensional US Core Equity 1 ETF	+46,533	303,193	$17,154,868
CGDV	Capital Group Dividend Value ETF	+43,936	584,061	$28,782,526
—		+43,799	327,039	$13,192,325
EDV	Vanguard World Funds Extended Duration ETF	+39,990	202,760	$30,404,752
BCLO	iShares BBB-B CLO Active ETF	+36,188	73,125	$3,823,062
FNDA	Schwab Fundamental U.S. Small Company ETF	+34,616	441,856	$14,162,555
VB	Vanguard Morningstar Small-Cap ETF	+30,919	214,201	$72,468,359
FPAG	FPA Global Equity ETF	+29,437	289,678	$11,628,833
VIGI	Vanguard International Dividend Appreciation ETF	+20,545	349,169	$35,496,365
AMOM	Qraft AI-Enhanced US Large Cap Momentum ETF	+20,362	410,877	$10,534,886
VXUS	Vanguard Total International Stock ETF	+15,127	222,358	$19,009,385
ACVT	Advent Convertible Bond ETF	+14,231	84,310	$4,124,445
—		+12,331	26,526	$3,201,188
BNL	Broadstone Net Lease, Inc.	+9,312	1,594,398	$32,956,206
IVZ	Invesco Ltd.	+8,366	67,962	$1,148,383
VEU	Vanguard FTSE All-World Ex-US ETF	+7,759	212,164	$24,570,313
JA	Janus Henderson AA-A CLO ETF	+6,825	646,934	$32,650,607
—		+4,681	125,792	$30,971,248
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+4,162	42,541	$3,498,917
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
AKRE	Akre Focus ETF	−90,408	206,210	$10,968,309
CAAA	First Trust AAA CMBS ETF	−6,123	399,267	$17,477,685
ABI	VictoryShares Pioneer Asset-Based Income ETF	−2,859	956,363	$73,555,834
BKF	iShares MSCI BIC ETF	−2,299	32,163	$2,421,230
HYT	Blackrock Corporate High Yield Fund, Inc.	−2,225	40,141	$343,606
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−1,690	43,518	$6,108,390
QQQ	Invesco Qqq Trust, Series 1	−1,014	18,534	$13,648,437
VIG	Vanguard Dividend Appreciation ETF	−935	222,903	$52,309,699
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−400	856,784	$49,021,652
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−345	12,214	$962,096
SPY	Spdr S&P 500 ETF Trust	−262	28,406	$21,212,748
GLD	Spdr Gold Trust	−32	8,777	$3,233,271
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AFGR	First Trust Active Factor Large Cap Growth ETF	123,254	$2,961,793
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	7,777	$663,455
SETM	Sprott Funds Trust Sprott Critical Materials ETF	9,632	$300,133
VBIL	Vanguard 0-3 Month Treasury Bill ETF	2,813	$212,887
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BUFC	AB Conservative Buffer ETF	8,561	$213,751
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $1,033,905,271 total · filing declares 205 positions · $1,035,353,193 · as of Jun 30, 2026

All sectors Financial Services Real Estate

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,310,090	+60,206	$131,571,433	—	12.73%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	956,363	-2,859	$73,555,834	+23.4%	7.11%
VB	Vanguard Morningstar Small-Cap ETF	Added	214,201	+30,919	$72,468,359	+20.5%	7.01%
VIG	Vanguard Dividend Appreciation ETF	Reduced	222,903	-935	$52,309,699	+9.5%	5.06%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	856,784	-400	$49,021,652	+6.7%	4.74%
AFK	VanEck Africa Index ETF	Added	1,097,324	+703,743	$47,455,608	+98.1%	4.59%
VIGI	Vanguard International Dividend Appreciation ETF	Added	349,169	+20,545	$35,496,365	+11.2%	3.43%
BNL	Broadstone Net Lease, Inc. Real Estate	Added	1,594,398	+9,312	$32,956,206	+13.8%	3.19%
JA	Janus Henderson AA-A CLO ETF	Added	646,934	+6,825	$32,650,607	+1.3%	3.16%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Added	658,171	+379,021	$32,084,627	+133.2%	3.10%
		Added	125,792	+4,681	$30,971,248	+24.3%	3.00%
EDV	Vanguard World Funds Extended Duration ETF	Added	202,760	+39,990	$30,404,752	+25.9%	2.94%
CGDV	Capital Group Dividend Value ETF	Added	584,061	+43,936	$28,782,526	+25.3%	2.78%
BAB	Invesco Taxable Municipal Bond ETF	Added	366,189	+538	$27,427,556	+2.6%	2.65%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	212,164	+7,759	$24,570,313	+15.8%	2.38%
AGNG	Global X Funds Global X Aging Population ETF	Added	369,718	+150,311	$21,901,600	+92.1%	2.12%
SPY	Spdr S&P 500 ETF Trust	Reduced	28,406	-262	$21,212,748	+13.8%	2.05%
BUYZ	Franklin Disruptive Commerce ETF	Added	835,986	+152,768	$21,041,767	+24.2%	2.04%
VXUS	Vanguard Total International Stock ETF	Added	222,358	+15,127	$19,009,385	+19.0%	1.84%
CAAA	First Trust AAA CMBS ETF	Reduced	399,267	-6,123	$17,477,685	−1.8%	1.69%
DCOR	Dimensional US Core Equity 1 ETF	Added	303,193	+46,533	$17,154,868	+22.8%	1.66%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	143,275	+114	$16,459,432	+22.8%	1.59%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	252,036	+3,257	$14,838,867	+6.3%	1.44%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	441,856	+34,616	$14,162,555	+16.1%	1.37%
QQQ	Invesco Qqq Trust, Series 1	Reduced	18,534	-1,014	$13,648,437	+21.0%	1.32%
		Added	327,039	+43,799	$13,192,325	+28.7%	1.28%
		Added	92,034	+335	$12,379,584	+51.6%	1.20%
FPAG	FPA Global Equity ETF	Added	289,678	+29,437	$11,628,833	+23.2%	1.12%
AKRE	Akre Focus ETF	Reduced	206,210	-90,408	$10,968,309	−30.0%	1.06%
FBCG	Fidelity Blue Chip Growth ETF	Added	198,127	+122,657	$10,627,849	+277.2%	1.03%
AMOM	Qraft AI-Enhanced US Large Cap Momentum ETF	Added	410,877	+20,362	$10,534,886	+19.6%	1.02%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	115,401	+2,317	$8,412,732	+36.1%	0.81%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	43,518	-1,690	$6,108,390	+9.6%	0.59%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	40,491	+1,280	$5,661,427	+14.0%	0.55%
ACVT	Advent Convertible Bond ETF	Added	84,310	+14,231	$4,124,445	+25.2%	0.40%
BCLO	iShares BBB-B CLO Active ETF	Added	73,125	+36,188	$3,823,062	+99.4%	0.37%
GLDM	World Gold Trust	Added	44,838	+2,042	$3,561,033	−10.2%	0.34%
ACSG	American Century Small Cap Growth Insights ETF	Added	28,359	+323	$3,538,068	+14.2%	0.34%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	42,541	+4,162	$3,498,917	+10.3%	0.34%
CVY	Invesco Zacks Multi-Asset Income ETF	Added	41,875	+106	$3,310,317	+12.5%	0.32%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	4,677	0	$3,289,521	+14.0%	0.32%
GLD	Spdr Gold Trust	Reduced	8,777	-32	$3,233,271	−14.7%	0.31%
		Added	26,526	+12,331	$3,201,188	+29.8%	0.31%
AFGR	First Trust Active Factor Large Cap Growth ETF	NEW	123,254	NEW	$2,961,793	NEW	0.29%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	56,864	+549	$2,858,977	+6.9%	0.28%
IAU	Ishares Gold Trust	Held	33,681	0	$2,543,252	−14.3%	0.25%
		Added	13,081	+1	$2,487,875	+12.6%	0.24%
BKF	iShares MSCI BIC ETF	Reduced	32,163	-2,299	$2,421,230	+6.8%	0.23%
BNDW	Vanguard Total World Bond ETF	Added	26,890	+643	$2,340,870	+5.7%	0.23%
ANEW	ProShares MSCI Transformational Changes ETF	Added	30,197	+25	$2,326,074	—	0.22%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.