New England Private Wealth Advisors

New England Private Wealth Advisors as of March 31, 2026

Portfolio Holdings for New England Private Wealth Advisors

New England Private Wealth Advisors holds 194 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 5.5 $48M 221k 215.06
Vanguard Index Fds Total Stk Mkt (VTI) 4.8 $42M 131k 319.12
First Tr Exchange-traded SHS (FVD) 4.1 $36M 764k 47.03
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.7 $32M 632k 50.37
Broadstone Net Lease (BNL) 3.3 $29M 1.6M 18.27
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 3.1 $27M 366k 73.14
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 3.0 $26M 564k 46.74
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $25M 121k 205.80
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.7 $23M 540k 42.54
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.4 $21M 218k 94.24
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.2 $19M 29k 650.35
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 2.0 $17M 683k 24.79
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.9 $17M 172k 96.70
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.8 $16M 207k 77.26
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.8 $16M 114k 138.32
Profesionally Managed Portfo Akre Focus Etf (AKRE) 1.8 $16M 297k 52.85
Ishares Tr Rus 1000 Etf (IWB) 1.7 $15M 42k 356.56
Ishares Tr Future Exponenti (XT) 1.7 $15M 216k 68.15
First Tr Exchange-traded No Amer Energy (EMLP) 1.6 $14M 319k 43.66
First Tr Exchange Traded Nasd Tech Div (TDIV) 1.5 $13M 143k 93.66
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 1.4 $12M 240k 49.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $12M 19k 597.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $11M 20k 577.17
Global X Fds Us Infr Dev Etf (PAVE) 1.2 $11M 207k 50.81
Vanguard World Health Car Etf (VHT) 1.2 $10M 38k 272.33
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 1.2 $10M 186k 54.81
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.1 $9.9M 158k 62.45
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 1.1 $9.4M 260k 36.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $9.2M 48k 191.92
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $9.0M 97k 92.74
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 1.0 $8.8M 69k 126.97
Exchange Listed Fds Tr Saba Int Rate (CEFS) 1.0 $8.8M 391k 22.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $7.9M 259k 30.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $7.8M 18k 426.41
Gmo Etf Trust Gmo Us Quality E (QLTY) 0.9 $7.7M 213k 36.18
Etf Ser Solutions Defiance Quantum (QTUM) 0.9 $7.7M 72k 107.30
Ishares Tr Msci Eafe Etf (EFA) 0.9 $7.4M 77k 97.13
Putnam Etf Trust Focused Lar Cap (PVAL) 0.9 $7.4M 160k 46.40
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $7.4M 84k 88.46
Ishares Tr Russell 2000 Etf (IWM) 0.8 $7.2M 29k 248.00
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $7.2M 127k 56.68
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.8 $7.0M 42k 165.70
Ishares Tr Core Msci Eafe (IEFA) 0.8 $6.9M 77k 90.53
Vaneck Etf Trust Real Assets Etf (RAAX) 0.8 $6.7M 166k 40.71
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.8 $6.7M 122k 55.52
Ea Series Trust Freedom 100 Em (FRDM) 0.7 $6.2M 113k 54.65
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $5.8M 60k 97.23
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $5.2M 25k 213.67
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.6 $4.9M 104k 47.53
Vanguard World Utilities Etf (VPU) 0.6 $4.8M 24k 198.14
Ishares Tr Core S&p500 Etf (IVV) 0.5 $4.6M 7.1k 653.23
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $4.1M 37k 112.27
Ishares Tr Ibonds Dec2026 (IBDR) 0.5 $4.0M 167k 24.24
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $4.0M 43k 92.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $3.9M 27k 148.10
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $3.9M 86k 44.80
Vanguard World Inf Tech Etf (VGT) 0.4 $3.8M 5.5k 697.77
Spdr Gold Tr Gold Shs (GLD) 0.4 $3.8M 8.8k 430.31
Select Sector Spdr Tr State Street Hea (XLV) 0.4 $3.6M 24k 146.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $3.5M 65k 54.05
Rbb Fund Trust First Eagle Gbl (FEGE) 0.4 $3.3M 70k 47.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $3.1M 28k 110.47
Ishares Gold Tr Ishares New (IAU) 0.3 $3.0M 34k 88.16
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.3 $2.9M 4.7k 616.78
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.9M 11k 261.92
Spdr Series Trust State Street Spd (SDY) 0.3 $2.6M 18k 145.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.6M 38k 67.53
Gmo Etf Trust Gmo Intl Value (GMOI) 0.3 $2.5M 70k 36.23
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $2.5M 63k 39.44
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $2.5M 10k 239.98
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $2.4M 24k 99.27
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $2.3M 32k 71.73
Ishares Tr Ishares Biotech (IBB) 0.3 $2.2M 13k 168.86
Proshares Tr Russ 2000 Divd (SMDV) 0.2 $2.1M 30k 68.79
Ishares Msci Emerg Mrkt (EEMV) 0.2 $2.1M 32k 64.73
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.2 $2.0M 16k 125.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.9M 26k 75.10
Ishares Tr Ibonds Dec 26 (IBMO) 0.2 $1.9M 73k 25.63
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $1.8M 75k 24.24
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.2 $1.8M 17k 107.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $1.8M 61k 29.13
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $1.8M 7.1k 248.82
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $1.8M 11k 158.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.7M 22k 79.27
Vanguard Index Fds Value Etf (VTV) 0.2 $1.6M 8.1k 196.20
Spdr Series Trust State Street Spd (CWB) 0.2 $1.6M 17k 91.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.5M 23k 64.08
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.4M 13k 113.11
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.4M 3.2k 436.78
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $1.4M 27k 51.93
Ishares Tr Russell 3000 Etf (IWV) 0.2 $1.4M 3.7k 370.71
Ishares Tr Msci China Etf (MCHI) 0.2 $1.3M 23k 56.18
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $1.3M 27k 48.46
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.3M 4.4k 287.18
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.3M 25k 50.95
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $1.2M 20k 62.83
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $1.2M 34k 36.27
First Tr Exchange-traded SHS (FDL) 0.1 $1.2M 24k 50.80
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $1.2M 9.1k 132.89
Spdr Index Shs Fds State Street Spd (RWO) 0.1 $1.2M 26k 45.77
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $1.2M 25k 45.87
Ishares Tr Core Msci Intl (IDEV) 0.1 $1.1M 14k 83.57
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.1M 37k 30.32
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $1.1M 21k 52.30
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.1M 5.2k 211.15
Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.0M 15k 67.59
Neos Etf Trust Gold High Income (IAUI) 0.1 $978k 17k 56.87
Global X Fds Defense Tech Etf (SHLD) 0.1 $886k 13k 70.84
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 0.1 $858k 13k 68.31
Spdr Index Shs Fds State Street Spd (QWLD) 0.1 $828k 5.8k 143.13
Ishares Gold Tr Shares Represent (IAUM) 0.1 $783k 17k 46.70
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $781k 8.3k 93.93
Vanguard World Mega Cap Val Etf (MGV) 0.1 $772k 5.3k 144.95
Ishares Tr Select Divid Etf (DVY) 0.1 $769k 5.1k 151.40
Ishares Tr Core 60/40 Balan (AOR) 0.1 $754k 12k 64.35
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $727k 2.2k 328.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $681k 27k 25.64
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $674k 25k 26.91
Spdr Index Shs Fds State Street Spd (RWX) 0.1 $649k 24k 26.62
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $648k 60k 10.88
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.1 $640k 8.4k 76.29
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) 0.1 $640k 13k 50.19
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $588k 24k 24.75
Ishares Tr Us Aer Def Etf (ITA) 0.1 $579k 2.6k 218.73
Ishares Esg Awr Msci Em (ESGE) 0.1 $575k 13k 45.47
Vaneck Etf Trust Mortgage Reit (MORT) 0.1 $572k 56k 10.26
Vanguard Index Fds Large Cap Etf (VV) 0.1 $565k 1.9k 298.84
Neos Etf Trust Bitcoin High Inc (BTCI) 0.1 $564k 17k 32.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $562k 7.6k 73.64
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.1 $536k 33k 16.17
Vanguard World Mega Grwth Ind (MGK) 0.1 $529k 1.4k 367.35
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.1 $518k 10k 51.84
Spdr Series Trust State Street Spd (XAR) 0.1 $512k 2.0k 253.97
Etf Ser Solutions Colterpoint Net (NETL) 0.1 $500k 20k 24.69
Ishares Tr Core Div Grwth (DGRO) 0.1 $487k 6.9k 70.18
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $485k 4.4k 109.69
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $478k 43k 11.02
Ishares Core Msci Emkt (IEMG) 0.1 $443k 6.3k 69.75
Amplify Etf Tr Blockchain Techn (BLOK) 0.0 $426k 8.6k 49.81
Ishares Tr North Amern Nat (IGE) 0.0 $420k 6.7k 62.94
Ishares Tr Core High Dv Etf (HDV) 0.0 $418k 3.1k 135.73
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $413k 4.3k 95.62
Nuveen Floating Rate Income Fund (JFR) 0.0 $394k 52k 7.52
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $393k 3.2k 124.30
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.0 $391k 8.0k 48.86
Ishares Tr S&p 100 Etf (OEF) 0.0 $382k 1.2k 318.07
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.0 $364k 7.3k 50.05
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $361k 42k 8.52
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $360k 1.7k 217.26
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $358k 6.5k 55.24
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $349k 4.4k 79.56
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $347k 3.5k 100.57
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $346k 3.0k 114.33
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $319k 5.2k 61.26
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $318k 1.7k 189.62
Spdr Series Trust State Street Spd (QUS) 0.0 $313k 1.8k 171.63
Listed Fds Tr Horizon Kinetics (INFL) 0.0 $311k 6.0k 52.06
Ishares Tr Investment Grade (IGEB) 0.0 $311k 6.9k 45.06
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $311k 6.3k 49.69
Morgan Stanley Emerging Markets Domestic (EDD) 0.0 $306k 60k 5.07
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $304k 746.00 407.62
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $301k 4.3k 69.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $301k 2.4k 128.11
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $299k 8.4k 35.53
Neos Etf Trust Mlp & Energy Inf (MLPI) 0.0 $285k 5.0k 56.63
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $285k 7.5k 38.26
T Rowe Price Etf Cap Appreciation (TCAF) 0.0 $281k 7.9k 35.59
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $277k 5.7k 48.93
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $264k 3.0k 88.71
Vanguard Malvern Fds Multi Sector (VGMS) 0.0 $260k 5.1k 51.00
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $259k 1.0k 257.44
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.0 $254k 5.7k 44.72
Spdr Series Trust State Street Spd (XBI) 0.0 $252k 2.0k 127.70
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $244k 1.3k 184.34
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $237k 784.00 302.26
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $236k 8.5k 27.85
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $235k 1.5k 161.71
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $233k 1.5k 155.09
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $232k 5.0k 45.89
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $231k 1.2k 191.89
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $228k 9.9k 22.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $227k 9.0k 25.10
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $226k 8.9k 25.33
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $225k 20k 11.23
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $224k 2.2k 102.24
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $222k 4.6k 48.05
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $216k 4.1k 52.46
Ab Active Etfs California Inter (CAM) 0.0 $214k 8.6k 24.97
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $206k 7.1k 29.08
Pimco High Income Com Shs (PHK) 0.0 $205k 44k 4.63
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $203k 1.4k 145.78
Ishares Msci Emrg Chn (EMXC) 0.0 $202k 2.6k 78.67
Wells Fargo Adv Global Dividend Opport (EOD) 0.0 $78k 13k 5.83
Gabelli Equity Trust (GAB) 0.0 $64k 11k 5.60