New England Private Wealth Advisors LLC
New England Private Wealth Advisors LLC reported 205 positions worth $1.04B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VIG (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VIG | SH | $52.5M | 5.07% | 219,810 | — | — | |
| ▸ 2 | VTI | SH | $48.4M | 4.67% | 132,573 | — | — | |
| ▸ 3 | FVD | SH | $38.0M | 3.67% | 761,405 | — | — | |
| ▸ 4 | BNL | SH | $35.7M | 3.44% | 1,594,398 | — | — | |
| ▸ 5 | JAAA | SH | $32.4M | 3.13% | 638,879 | — | — | |
| ▸ 6 | RPG | SH | $31.9M | 3.08% | 562,869 | — | — | |
| ▸ 7 | VXF | SH | $29.7M | 2.87% | 125,792 | — | — | |
| ▸ 8 | CGDV | SH | $28.5M | 2.76% | 584,061 | — | — | |
| ▸ 9 | SPLV | SH | $28.3M | 2.73% | 366,189 | — | — | |
| ▸ 10 | CSHI | SH | $25.8M | 2.49% | 517,928 | — | — |
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Frequently Asked Questions
What stocks does New England Private Wealth Advisors LLC hold as of Q2 2026?
New England Private Wealth Advisors LLC reported 205 positions worth $1.04B in its Q2 2026 13F filing. Largest positions: VIG (5.1%), VTI (4.7%), FVD (3.7%), BNL (3.4%) and JAAA (3.1%).
What did New England Private Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did New England Private Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.