StockDriftsStockDriftsTop 50 New England Private Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 5.07% | 219.8K | $52.5M | -0.48%(-1.05K) | $144.75(+69.30%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.67% | 132.6K | $48.4M | +1.41%(+1.84K) | $235.66(+62.68%) | 2026-06-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 3.67% | 761.4K | $38.0M | -0.29%(-2.22K) | $26.64(+89.89%) | 2026-06-30 | |
| BNL | BROADSTONE NET LEASE INC | 3.44% | 1.59M | $35.7M | +0.59%(+9.31K) | $18.94(+12.94%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 3.13% | 638.9K | $32.4M | +1.07%(+6.76K) | $50.74(-0.26%) | 2026-06-30 | |
| RPG | INVESCO EXCHANGE TRADED FD T | 3.08% | 562.9K | $31.9M | -0.22%(-1.23K) | $12.83(+369.22%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 2.87% | 125.8K | $29.7M | +3.87%(+4.68K) | $108.41(+128.63%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.76% | 584.1K | $28.5M | +8.13%(+43.94K) | $35.41(+43.64%) | 2026-06-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 2.73% | 366.2K | $28.3M | +0.15%(+538) | $50.46(+50.43%) | 2026-06-30 | |
| CSHI | NEOS ETF TRUST | 2.49% | 517.9K | $25.8M | +116.07%(+278.22K) | $49.75(-0.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.51% | +42.42% | +4.52% | +24.76% |
| Top 20 Holdings Unweighted | +13.19% | +45.01% | +5.26% | +29.20% |
New England Private Wealth Advisors LLC reports $1.04B in US-listed equity holdings across 205 positions in its most recent 13F filing. Its largest disclosed positions are VIG (5.1%), VTI (4.7%) and FVD (3.7%). The top 20 holdings account for 52.61% of reported assets. Its disclosed equity book has returned +42.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track New England Private Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.
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