New England Private Wealth Advisors
New England Private Wealth Advisors reported 205 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VIG (4.9%), VTI (4.8%) and FVD (3.4%). Compared with Q2 2026, the fund added to VIG, VTI and JAAA, trimmed FVD, RPG and BNL and sold out of QUAL, XLU and VBIL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VIG Vanguard Dividend Appreciation ETF | $51.5M | 4.9% | 221K | +889 (+0%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $50.1M | 4.8% | 134K | +1,271 (+1%) | 8 of 8 | |
| 3 |  FVD First TR Exchange-Traded FD | $35.6M | 3.4% | 759K | −2,370 (−0%) | 8 of 8 | |
| 4 |  RPG Invesco Exchange Traded FD T | $32.7M | 3.1% | 561K | −1,873 (−0%) | 8 of 8 | |
| 5 |  JAAA Janus Detroit Str TR | $32.4M | 3.1% | 641K | +2,118 (+0%) | 7 of 8 | |
| 6 |  CSHI Neos ETF Trust | $30.4M | 2.9% | 611K | +93K (+18%) | 4 of 8 | |
| 7 |  BNL Broadstone Net Lease Inc | $29.3M | 2.8% | 1.6M | −10K (−1%) | 6 of 8 | |
| 8 |  VXF Vanguard Index Fds | $28.9M | 2.8% | 125K | −1,074 (−1%) | 8 of 8 | |
| 9 |  CGDV Capital Group Dividend | $28.6M | 2.7% | 585K | +1,281 (+0%) | 8 of 8 | |
| 10 |  RAAX Vaneck Real | $27.6M | 2.6% | 692K | +88K (+14%) | 4 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →New England Private Wealth Advisors 13F FAQ
What does New England Private Wealth Advisors own?
New England Private Wealth Advisors reported 205 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VIG (4.9%), VTI (4.8%) and FVD (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did New England Private Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 108 added to, 25 trimmed and 4 sold out. It sold all of QUAL, XLU and VBIL.
When will New England Private Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is New England Private Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.