Universe · entity
New England Private Wealth Advisors LLC
Institutional manager (13F) · CIK 1582813
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $707M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | $47M | 220,861 |
| 2 | VANGUARD INDEX FDS | $42M | 130,731 |
| 3 | FIRST TR EXCHANGE-TRADED FD | $36M | 763,623 |
| 4 | JANUS DETROIT STR TR | $32M | 632,115 |
| 5 | BROADSTONE NET LEASE INC | $29M | 1,585,086 |
| 6 | INVESCO EXCH TRADED FD TR II | $27M | 365,651 |
| 7 | INVESCO EXCHANGE TRADED FD T | $26M | 564,096 |
| 8 | VANGUARD INDEX FDS | $25M | 121,111 |
| 9 | CAPITAL GROUP DIVIDEND VALUE | $23M | 540,125 |
| 10 | VANGUARD WHITEHALL FDS | $21M | 218,352 |
| 11 | STATE STR SPDR S&P 500 ETF T | $19M | 28,668 |
| 12 | FRANKLIN TEMPLETON ETF TR | $17M | 683,218 |
| 13 | VANECK ETF TRUST | $17M | 172,083 |
| 14 | VANGUARD STAR FDS | $16M | 207,231 |
| 15 | VANGUARD INTL EQUITY INDEX F | $16M | 114,199 |
| 16 | PROFESIONALLY MANAGED PORTFO | $16M | 296,618 |
| 17 | ISHARES TR | $15M | 41,790 |
| 18 | ISHARES TR | $15M | 215,732 |
| 19 | FIRST TR EXCHANGE-TRADED FD | $14M | 319,084 |
| 20 | FIRST TR EXCHANGE TRADED FD | $13M | 143,161 |
| 21 | NEOS ETF TRUST | $12M | 239,707 |
| 22 | VANGUARD INDEX FDS | $12M | 19,340 |
| 23 | INVESCO QQQ TR | $11M | 19,548 |
| 24 | GLOBAL X FDS | $11M | 206,896 |
| 25 | VANGUARD WORLD FD | $10M | 37,948 |
| 26 | INVESCO EXCHANGE TRADED FD T | $10M | 185,589 |
| 27 | DIMENSIONAL ETF TRUST | $10M | 158,233 |
| 28 | INVESTMENT MANAGERS SER TR I | $9M | 260,241 |
| 29 | INVESCO EXCHANGE TRADED FD T | $9M | 47,784 |
| 30 | ISHARES TR | $9M | 97,384 |
| 31 | FIRST TR EXCHANGE-TRADED FD | $9M | 69,367 |
| 32 | EXCHANGE LISTED FDS TR | $9M | 390,515 |
| 33 | SCHWAB STRATEGIC TR | $8M | 258,563 |
| 34 | ISHARES TR | $8M | 18,218 |
| 35 | GMO ETF TRUST | $8M | 213,207 |
| 36 | ETF SER SOLUTIONS | $8M | 71,454 |
| 37 | ISHARES TR | $7M | 76,552 |
| 38 | PUTNAM ETF TRUST | $7M | 159,652 |
| 39 | VANGUARD WHITEHALL FDS | $7M | 83,654 |
| 40 | ISHARES TR | $7M | 29,197 |
| 41 | J P MORGAN EXCHANGE TRADED F | $7M | 127,257 |
| 42 | INVESCO EXCHANGE TRADED FD T | $7M | 41,978 |
| 43 | ISHARES TR | $7M | 76,661 |
| 44 | VANECK ETF TRUST | $7M | 165,743 |
| 45 | J P MORGAN EXCHANGE TRADED F | $7M | 121,522 |
| 46 | EA SERIES TRUST | $6M | 113,084 |
| 47 | ISHARES TR | $6M | 59,694 |
| 48 | ISHARES TR | $5M | 24,499 |
| 49 | INVESCO EXCHANGE TRADED FD T | $5M | 103,931 |
| 50 | VANGUARD WORLD FD | $5M | 24,356 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.