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New England Private Wealth Advisors

Latest statistics and disclosures from New England Private Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VIG, VTI, FVD, BNL, JAAA, and represent 19.98% of New England Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: RAAX (+$18M), CSHI (+$14M), SHLD (+$8.6M), FBCG (+$6.9M), GPZ (+$6.2M), IWF (+$6.2M), VGT, FLMI, IYRI, LALT.
Started 14 new stock positions in SETM, SPYI, AIS, IYRI, SPSM, VBIL, STIP, NIHI, FBCG, LALT. IQDG, ITOT, GPZ, CGW.
Reduced shares in these 10 stocks: AKRE, VHT, MOAT, QQQ, PPA, EMLP, XLV, ESGV, VIG, DFAT.
Sold out of its positions in CAM, EMXC, IBHF.
New England Private Wealth Advisors was a net buyer of stock by $95M.
New England Private Wealth Advisors has $1.0B in assets under management (AUM), dropping by 19.53%.
Central Index Key (CIK): 0001582813

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Portfolio Holdings for New England Private Wealth Advisors

New England Private Wealth Advisors holds 205 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	5.1	$53M		220k	238.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.7	$48M		133k	364.84	View chart
First Tr Exchange-traded SHS (FVD)	3.7	$38M		761k	49.91	View chart
Broadstone Net Lease (BNL)	3.4	$36M		1.6M	22.36	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.1	$32M		639k	50.65	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	3.1	$32M		563k	56.74	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.9	$30M	+3%	126k	236.13	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.8	$29M	+8%	584k	48.85	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	2.7	$28M		366k	77.19	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	2.5	$26M	+116%	518k	49.74	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.4	$25M	+10%	241k	101.64	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	2.3	$24M	+264%	605k	40.12	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$21M		28k	738.94	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	2.0	$21M	+22%	836k	24.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.8	$19M	+7%	222k	83.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.8	$18M		116k	156.86	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.7	$17M	-4%	164k	104.56	View chart
Ishares Tr Futu Expo Te Etf (XT)	1.6	$17M		217k	78.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.6	$17M		42k	404.18	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.5	$15M		143k	107.20	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.3	$14M	-2%	312k	44.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$13M		20k	679.13	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.2	$13M	+6%	221k	57.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$13M	-5%	19k	684.24	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	1.1	$12M	+11%	290k	40.02	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	1.1	$11M	-30%	206k	54.67	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	1.1	$11M		186k	60.60	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.1	$11M	+32%	212k	52.41	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.1	$11M	-2%	155k	70.57	View chart
Vanguard World Health Car Etf (VHT)	1.0	$11M	-8%	35k	305.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$11M	+3%	50k	213.57	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	1.0	$11M		69k	151.03	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	1.0	$10M	+5%	411k	25.10	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	1.0	$10M		72k	139.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$9.7M	+13%	292k	33.29	View chart
Global X Fds Defense Tech Etf (SHLD)	0.9	$9.4M	+1092%	149k	63.01	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	0.9	$9.2M	+5%	226k	40.92	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.9	$9.2M	-2%	95k	96.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$8.5M		29k	291.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$8.3M	+287%	71k	117.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$8.1M	+2%	79k	103.41	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.7	$7.7M	-2%	81k	95.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$7.6M	+2%	78k	96.34	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.7	$7.5M	+2%	115k	64.68	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$7.4M	+2%	131k	56.80	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$7.0M		121k	57.96	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.7	$6.9M	NEW	117k	59.16	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.7	$6.8M	-8%	39k	175.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$6.5M		60k	109.36	View chart
Vaneck Etf Trust Alte Asse Ma Etf (GPZ)	0.6	$6.2M	NEW	273k	22.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$6.1M		25k	248.24	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.5	$5.7M		104k	54.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$5.1M	-2%	6.9k	742.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$4.9M	+700%	44k	113.30	View chart
Vanguard World Utilities Etf (VPU)	0.5	$4.8M		25k	195.97	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$4.7M	+78%	113k	41.56	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$4.6M	-5%	35k	132.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$4.3M		27k	160.87	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.4	$4.2M	+20%	84k	49.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$4.1M	+9%	70k	57.80	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.4	$4.0M		165k	24.22	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	0.4	$4.0M	+44%	101k	39.17	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$3.9M		88k	44.75	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$3.7M	-7%	23k	162.57	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$3.6M	+4%	45k	80.19	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$3.6M		28k	125.28	View chart
Neos Etf Trust Real Est Hig Etf (IYRI)	0.3	$3.3M	NEW	65k	50.16	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$3.3M	+134%	63k	51.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.3M		8.8k	371.92	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$3.2M		4.7k	690.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.2M		11k	295.32	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$3.2M		10k	306.38	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.3	$3.0M	NEW	123k	24.26	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.3	$3.0M	+5%	19k	155.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.9M	+2%	39k	75.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.8M	+20%	29k	97.46	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$2.6M		32k	82.34	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.6M		34k	76.23	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$2.5M		13k	188.14	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.2	$2.4M		16k	154.57	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.2	$2.3M		30k	77.71	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$2.3M		32k	71.57	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.1M		26k	81.82	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.0M		61k	33.46	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$2.0M		7.1k	274.89	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$1.9M		17k	113.82	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.2	$1.9M		73k	25.64	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$1.8M		76k	24.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.8M		8.1k	221.01	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.2	$1.8M		18k	101.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.8M	+2%	23k	78.47	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$1.7M	-10%	10k	173.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.7M		13k	132.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.6M	+2%	24k	69.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.6M	+497%	19k	83.48	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.6M		9.1k	175.88	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.5M		3.7k	420.66	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$1.5M		27k	55.46	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$1.4M		34k	41.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.4M	+294%	17k	80.55	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$1.3M		25k	53.44	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.3M	+7%	26k	51.47	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$1.3M	+7%	21k	62.76	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.1	$1.3M		26k	49.71	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.3M		25k	51.05	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$1.2M		14k	88.99	View chart
Neos Etf Trust Gold Hig Inc Etf (IAUI)	0.1	$1.2M	+46%	25k	48.50	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$1.2M		21k	57.00	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$1.2M		24k	51.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.2M		5.2k	231.34	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.2M		2.2k	527.07	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.2M	+3%	39k	30.16	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.1M		15k	71.89	View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)	0.1	$937k	-2%	12k	76.72	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$928k	+21%	30k	30.59	View chart
Spdr Index Shs Fds St Str Msci Wld (QWLD)	0.1	$887k		5.8k	152.85	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$879k		5.4k	164.20	View chart
Neos Etf Trust Bitc Hig Inc Etf (BTCI)	0.1	$841k	+72%	30k	28.39	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$832k		5.1k	162.99	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$804k		12k	68.06	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$802k		8.5k	94.64	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$775k		27k	29.12	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$697k		13k	54.69	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$695k	NEW	6.9k	101.23	View chart
Spdr Index Shs Fds St Dow Intl Etf (RWX)	0.1	$682k		25k	27.60	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.1	$677k		17k	40.39	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$655k		61k	10.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$645k		1.9k	340.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$644k		24k	27.04	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$640k		13k	50.05	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$637k		8.4k	75.94	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$636k		2.6k	240.14	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$611k	+400%	7.2k	84.81	View chart
Etf Ser Solutions Colterpoint Net (NETL)	0.1	$574k		21k	28.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$563k		7.7k	72.95	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$558k	+3%	7.2k	77.84	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.1	$546k		34k	16.17	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.1	$542k		56k	9.72	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$542k		2.0k	269.00	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$536k		4.4k	121.15	View chart
Tidal Trust Iii Vist Arti In Etf (AIS)	0.1	$523k	NEW	7.8k	67.28	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$519k		10k	51.91	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.0	$516k		8.6k	60.25	View chart
Neos Etf Trust Msci Eafe High (NIHI)	0.0	$509k	NEW	10k	51.09	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$496k		6.4k	77.05	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$493k	NEW	7.5k	65.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$458k		3.2k	144.86	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$455k		43k	10.49	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$443k		4.3k	102.56	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$443k	+400%	15k	28.75	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$437k		1.2k	363.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$413k	+2%	1.7k	244.19	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$407k		6.5k	62.40	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$401k		52k	7.65	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.0	$394k		8.1k	48.94	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$389k		3.0k	128.22	View chart
Ishares Tr North Amern Nat (IGE)	0.0	$377k		6.7k	56.18	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$373k		1.7k	221.41	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.0	$370k		7.4k	50.13	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	0.0	$363k	+2%	62k	5.88	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$358k	+500%	4.5k	79.82	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$352k		3.5k	100.67	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$351k		4.4k	79.97	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$345k		4.3k	79.24	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.0	$339k		1.8k	187.18	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$334k		6.3k	53.38	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$334k	-5%	40k	8.32	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.0	$325k		8.0k	40.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$321k		2.4k	136.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$316k		8.4k	37.49	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$312k		5.2k	59.62	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.0	$311k		7.0k	44.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$311k	+3%	3.1k	100.40	View chart
Neos Etf Trust Mlp En In Hi Etf (MLPI)	0.0	$310k	+10%	5.6k	55.55	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	0.0	$306k		6.0k	51.16	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$303k		7.5k	40.50	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$300k		5.7k	52.94	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$297k		2.0k	150.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$294k		1.0k	292.29	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.0	$290k		5.7k	50.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$284k	+28%	5.9k	47.80	View chart
Sprott Fds Tr Sprott Critical (SETM)	0.0	$278k	NEW	9.6k	28.88	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$276k	+6%	9.7k	28.56	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$273k		1.5k	181.65	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$272k		1.3k	204.82	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$268k		785.00	341.62	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$267k		8.5k	31.52	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$266k		1.5k	182.72	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.0	$264k		5.2k	50.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$261k		1.2k	216.89	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$247k		2.2k	112.12	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$241k	+3%	1.4k	166.51	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$240k		7.1k	33.93	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$237k		4.1k	57.63	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$234k		5.1k	46.29	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$234k	NEW	4.5k	52.30	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$227k		9.0k	25.15	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$225k		20k	11.23	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.0	$213k	NEW	2.8k	75.66	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$210k	NEW	4.9k	42.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$209k	NEW	1.3k	161.97	View chart
Pimco High Income Com Shs (PHK)	0.0	$205k		44k	4.62	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$202k	NEW	3.6k	56.32	View chart
Wells Fargo Adv Global Dividend Opport (EOD)	0.0	$86k		13k	6.40	View chart
Gabelli Equity Trust (GAB)	0.0	$64k		11k	5.58	View chart

Past Filings by New England Private Wealth Advisors

SEC 13F filings are viewable for New England Private Wealth Advisors going back to 2012

New England Private Wealth Advisors 2026 Q2 filed Aug. 4, 2026
New England Private Wealth Advisors 2026 Q1 filed May 8, 2026
New England Private Wealth Advisors 2025 Q4 restated filed Feb. 13, 2026
New England Private Wealth Advisors 2025 Q4 filed Feb. 9, 2026
New England Private Wealth Advisors 2025 Q3 filed Nov. 13, 2025
New England Private Wealth Advisors 2025 Q2 filed Aug. 7, 2025
New England Private Wealth Advisors 2025 Q1 filed May 8, 2025
New England Private Wealth Advisors 2024 Q4 filed Feb. 7, 2025
New England Private Wealth Advisors 2024 Q3 filed Nov. 7, 2024
New England Private Wealth Advisors 2024 Q1 filed May 8, 2024
New England Private Wealth Advisors 2023 Q4 filed Feb. 2, 2024
New England Private Wealth Advisors 2023 Q3 filed Nov. 8, 2023
New England Private Wealth Advisors 2023 Q2 filed Aug. 11, 2023
New England Private Wealth Advisors 2023 Q1 filed May 5, 2023
New England Private Wealth Advisors 2022 Q4 filed Feb. 8, 2023
New England Private Wealth Advisors 2022 Q3 filed Nov. 9, 2022

View all past filings

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