New England Private Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationwellesley, MA
- Num holdings
179
- Value ($000)
$803,104
- Date Filed02/13/2026
- Form typerestatement
- CIK0001582813
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $49.66M | 6 % | 225,971 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $43.04M | 5 % | 128,375 | ||
FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | $35.15M | 4 % | 762,790 | ||
BROADSTONE NET LEASE INC | COM | 11135E203 | $27.43M | 3 % | 1,578,911 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | $27.38M | 3 % | 586,670 | ||
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $26.97M | 3 % | 377,564 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $25.23M | 3 % | 120,631 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $22.14M | 3 % | 507,441 | ||
PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 | $20.48M | 3 % | 312,610 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $20.24M | 3 % | 29,684 |
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