StockDriftsStockDriftsTop 50 New England Private Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 4.91% | 220.7K | $51.5M | +0.40%(+889) | $145.11(+66.10%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.78% | 133.8K | $50.1M | +0.96%(+1.27K) | $236.96(+58.48%) | 2026-09-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 3.4% | 759.0K | $35.6M | -0.31%(-2.37K) | $26.64(+83.62%) | 2026-09-30 | |
| RPG | INVESCO EXCHANGE TRADED FD T | 3.12% | 561.0K | $32.7M | -0.33%(-1.87K) | $12.83(+328.99%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 3.09% | 641.0K | $32.4M | +0.33%(+2.12K) | $50.74(-0.30%) | 2026-09-30 | |
| CSHI | NEOS ETF TRUST | 2.9% | 610.9K | $30.4M | +17.96%(+93.01K) | $49.75(-0.28%) | 2026-09-30 | |
| BNL | BROADSTONE NET LEASE INC | 2.8% | 1.58M | $29.3M | -0.64%(-10.13K) | $18.94(-6.76%) | 2026-09-30 | |
| VXF | VANGUARD INDEX FDS | 2.76% | 124.7K | $28.9M | -0.85%(-1.07K) | $108.41(+109.55%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.73% | 585.3K | $28.6M | +0.22%(+1.28K) | $35.44(+38.34%) | 2026-09-30 | |
| RAAX | VANECK ETF TRUST | 2.63% | 692.3K | $27.6M | +14.50%(+87.67K) | $39.21(+3.02%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.43% | +45.96% | +4.10% | +22.25% |
| Top 20 Holdings Unweighted | +14.01% | +48.19% | +5.12% | +28.36% |
New England Private Wealth Advisors LLC reports $1.05B in US-listed equity holdings across 205 positions in its most recent 13F filing. Its largest disclosed positions are VIG (4.9%), VTI (4.8%) and FVD (3.4%). The top 20 holdings account for 52.09% of reported assets. Its disclosed equity book has returned +45.96% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New England Private Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1582813). View New England Private Wealth Advisors LLC’s 13F filings on SEC