New England Private Wealth Advisors LLC

• VANGUARD
  $51.5M
• VANGUARD
  $50.1M
• FIRST
  $35.6M
• IVZ
  $32.7M
• JANUS
  $32.4M
• NEOS
  $30.4M
• BNL
  $29.3M
• VANGUARD
  $28.9M
• CAPITAL
  $28.6M
• VANECK
  $27.6M
• VANGUARD
  $26.0M
• IVZ
  $25.4M
• SPY
  $21.7M
• FRANKLIN
  $19.6M
• VANGUARD
  $19.2M
• DOV
  $18.5M
• ISHARES
  $17.9M
• ISHARES
  $17.4M
• VANECK
  $16.8M
• FIRST
  $16.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/new-england-private-wealth-advisors-llc-1582813

New England Private Wealth Advisors LLC 13F holdings — Q3 2026

$1.0B portfolio (+1.2% QoQ) · 205 holdings · Q3 2026 13F · top 10 are 33% of the stock portfolio

• 1

  VANGUARD SPECIALIZED FUNDS - DIV APP ETF

  $51.5M

  4.9% of stocks

  +0.4%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 2

  VANGUARD INDEX FDS - MRNGSTR TTL STK

  $50.1M

  4.8% of stocks

  +1.0%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 3

  FIRST TR EXCHANGE-TRADED FD - SHS

  $35.6M

  3.4% of stocks

  -0.3%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 4

  Invesco Ltd.

  $IVZ

  $32.7M

  3.1% of stocks

  -0.3%This quarter+0.8%Since filed3+ qtrsHeld
  AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
• 5

  JANUS DETROIT STR TR - HENDRSON AAA CL

  $32.4M

  3.1% of stocks

  +0.3%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 6

  NEOS ETF TRUST - NEOS ENH INC 1-3

  $30.4M

  2.9% of stocks

  +18%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 7

  Broadstone Net Lease, Inc.

  $BNL

  $29.3M

  2.8% of stocks

  -0.6%This quarter-2.5%Since filed3+ qtrsHeld
  AIQuality61.6#763Est. buyEstimated buy price is Pro: unlock with a free trial
• 8

  VANGUARD INDEX FDS - EXTEND MKT ETF

  $28.9M

  2.8% of stocks

  -0.9%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 9

  CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT

  $28.6M

  2.7% of stocks

  +0.2%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 10

  VANECK ETF TRUST - REAL ASSETS ETF

  $27.6M

  2.6% of stocks

  +14%This quarter—Since filed—Held
  AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$51.5M	4.9%	+0.4%	—	—	—	—
2	VANGUARD INDEX FDS - MRNGSTR TTL STK	$50.1M	4.8%	+1.0%	—	—	—	—
3	FIRST TR EXCHANGE-TRADED FD - SHS	$35.6M	3.4%	-0.3%	—	—	—	—
4	Invesco Ltd.$IVZ	$32.7M	3.1%	-0.3%	+0.8%	3+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
5	JANUS DETROIT STR TR - HENDRSON AAA CL	$32.4M	3.1%	+0.3%	—	—	—	—
6	NEOS ETF TRUST - NEOS ENH INC 1-3	$30.4M	2.9%	+18%	—	—	—	—
7	Broadstone Net Lease, Inc.$BNL	$29.3M	2.8%	-0.6%	-2.5%	3+ qtrs	61.6#763	Estimated buy price is Pro: unlock with a free trial
8	VANGUARD INDEX FDS - EXTEND MKT ETF	$28.9M	2.8%	-0.9%	—	—	—	—
9	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT	$28.6M	2.7%	+0.2%	—	—	—	—
10	VANECK ETF TRUST - REAL ASSETS ETF	$27.6M	2.6%	+14%	—	—	—	—

All holdings — New England Private Wealth Advisors LLC (Q3 2026)

SortLargest valueBiggest addBiggest trimWeightSharesAI qualityName A-ZSector A-Z

205 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#	Ticker	Company	Sector	Value	Weight	Shares	QoQ	Held	AI quality	Source
11	—	VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund	—	$26.0M	2.5%	257K	+7%	—	—	13F
12	$IVZ	Invesco Ltd.	Financials	$25.4M	2.4%	360K	-2%	3+ qtrs	—	13F
13	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$21.7M	2.1%	28K	+0.0%	3+ qtrs	—	13F
14	—	FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUNetf/fund	—	$19.6M	1.9%	842K	+0.8%	—	—	13F
15	—	VANGUARD STAR FDS - VG TL INTL STK Fetf/fund	—	$19.2M	1.8%	227K	+2%	—	—	13F
16	$DOV	DOVER Corpetf/fund	Industrials	$18.5M	1.8%	117K	+1.0%	3+ qtrs	59.5	13F
17	—	ISHARES TR - FUTU EXPO TE ETFetf/fund	—	$17.9M	1.7%	215K	-0.6%	—	—	13F
18	—	ISHARES TR - RUS 1000 ETFetf/fund	—	$17.4M	1.7%	42K	—	—	—	13F
19	—	VANECK ETF TRUST - MRNGSTR WDE MOATetf/fund	—	$16.8M	1.6%	159K	-3%	—	—	13F
20	—	FIRST TR EXCHANGE TRADED FD - NASD TECH DIV	—	$16.2M	1.6%	144K	+0.2%	—	—	13F
21	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$14.8M	1.4%	21K	+8%	—	—	13F
22	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$13.8M	1.3%	19K	+0.4%	3+ qtrs	—	13F
23	—	FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY	—	$12.8M	1.2%	312K	-0.0%	—	—	13F
24	—	INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETFetf/fund	—	$11.7M	1.1%	286K	-1%	—	—	13F
25	—	GLOBAL X FDS - US INFR DEV ETFetf/fund	—	$11.7M	1.1%	222K	+0.8%	—	—	13F
26	—	PUTNAM ETF TRUST - FOCUSED LAR CAP	—	$11.4M	1.1%	217K	+2%
27	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL	—	$11.3M	1.1%	69K	-0.1%
28	—	ETF SER SOLUTIONS - DEFIA QUANT ETF	—	$10.9M	1.0%	72K	+0.5%
29	$IVZ	Invesco Ltd.	Financials	$10.8M	1.0%	183K	-2%
30	—	VANGUARD WORLD FD - HEALTH CAR ETF	—	$10.6M	1.0%	33K	-4%
31	$IVZ	Invesco Ltd.	Financials	$10.3M	1.0%	50K	+0.3%
32	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	—	$10.3M	1.0%	155K	+0.1%
33	—	PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF	—	$10.3M	1.0%	195K	-5%
34	—	EXCHANGE LISTED FDS TR - SABA OPPORTUNIST	—	$10.1M	1.0%	413K	+0.6%
35	—	GMO ETF TRUST - US QUALITY ETF	—	$9.7M	0.9%	226K	+0.1%
36	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$9.5M	0.9%	291K	-0.6%
37	—	ISHARES TR - MSCI USA MIN ETF	—	$9.3M	0.9%	95K	+0.2%
38	—	GLOBAL X FDS - DEFENSE TECH ETF	—	$9.0M	0.9%	150K	+0.2%
39	—	VANECK ETF TRUST - ALTE ASSE MA ETF	—	$8.9M	0.8%	416K	+52%
40	—	ISHARES TR - RUS 1000 GRW ETF	—	$8.8M	0.8%	70K	-0.6%
41	—	ISHARES TR - RUSSELL 2000 ETF	—	$8.2M	0.8%	29K	+0.7%
42	—	ISHARES TR - MSCI EAFE ETF	—	$8.2M	0.8%	78K	—
43	—	EA SERIES TRUST - FREEDOM 100 EM	—	$8.1M	0.8%	116K	+0.1%
44	—	FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH	—	$8.0M	0.8%	127K	+9%
45	—	VANGUARD WHITEHALL FDS - INTL DVD ETF	—	$7.9M	0.8%	84K	+3%
46	—	ISHARES TR - CORE MSCI EAFE	—	$7.6M	0.7%	78K	—
47	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$7.5M	0.7%	122K	+1.0%
48	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$7.1M	0.7%	126K	-4%
49	—	ISHARES TR - RUS MID CAP ETF	—	$6.4M	0.6%	60K	+0.0%
50	$IVZ	Invesco Ltd.	Financials	$6.2M	0.6%	40K	+4%
51	—	ISHARES TR - RUS 1000 VAL ETF	—	$6.1M	0.6%	25K	+0.2%
52	—	VANGUARD WORLD FD - ESG US STK ETF	—	$5.7M	0.6%	42K	+22%
53	$IVZ	Invesco Ltd.	Financials	$5.7M	0.5%	104K	+0.0%
54	—	VANGUARD WORLD FD - INF TECH ETF	—	$5.5M	0.5%	44K	+0.1%
55	—	ISHARES TR - CORE S&P500 ETF	—	$5.4M	0.5%	7,019	+1%
56	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP V	—	$4.9M	0.5%	114K	+0.6%
57	—	FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY	—	$4.4M	0.4%	180K	+46%
58	—	RBB FUND TRUST - FIRST EAGLE GBL	—	$4.3M	0.4%	85K	+1.0%
59	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$4.2M	0.4%	71K	+0.5%
60	—	VANGUARD WORLD FD - UTILITIES ETF	—	$4.2M	0.4%	25K	+0.0%
61	—	GMO ETF TRUST - GMO INTL VALUE	—	$4.0M	0.4%	102K	+0.6%
62	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$4.0M	0.4%	26K	-4%
63	—	FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD	—	$4.0M	0.4%	89K	+2%
64	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$3.8M	0.4%	23K	+0.2%
65	$GLDM	World Gold Trust	Financials	$3.7M	0.3%	45K	-0.4%
66	—	NEOS ETF TRUST - REAL EST HIG ETF	—	$3.5M	0.3%	78K	+19%
67	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$3.4M	0.3%	29K	+1%
68	$GLD	SPDR GOLD TRUST	Financials	$3.3M	0.3%	8,781	+0.0%
69	—	ISHARES TR - MSCI USA MMENTM	—	$3.3M	0.3%	10K	+0.3%
70	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$3.1M	0.3%	11K	+0.8%
71	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$3.1M	0.3%	61K	-4%
72	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$3.1M	0.3%	4,678	+0.0%
73	—	VANGUARD WORLD FD - ESG INTL STK ETF	—	$3.0M	0.3%	37K	+17%
74	—	ISHARES TR - CORE S&P MCP ETF	—	$2.8M	0.3%	39K	+0.2%
75	—	SPDR SERIES TRUST - ST STR SP DIV	—	$2.8M	0.3%	19K	+0.1%
76	—	ISHARES TR - ISHARES BIOTECH	—	$2.8M	0.3%	13K	—
77	—	ISHARES TR - IBONDS DEC2026	—	$2.7M	0.3%	112K	-32%
78	—	ISHARES TR - CORE US AGGBD ET	—	$2.7M	0.3%	29K	+0.7%
79	$IAU	ISHARES GOLD TRUST	Financials	$2.6M	0.3%	34K	—
80	—	INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF	—	$2.6M	0.3%	16K	—
81	—	ISHARES INC - MSCI EMERG MRKT	—	$2.4M	0.2%	32K	—
82	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$2.2M	0.2%	61K	+0.0%
83	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$2.1M	0.2%	26K	+0.0%
84	—	ISHARES TR - RUS TP200 GR ETF	—	$2.1M	0.2%	7,101	+0.1%
85	—	ISHARES TR - IBONDS 27 ETF	—	$2.1M	0.2%	86K	+13%
86	$IVZ	Invesco Ltd.	Financials	$1.9M	0.2%	17K	+0.5%
87	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$1.9M	0.2%	24K	+38%
88	—	PROSHARES TR - S&P SMALLCAP 600	—	$1.8M	0.2%	26K	-15%
89	$WT	WisdomTree, Inc.	Financials	$1.8M	0.2%	9,983	+0.0%
90	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$1.8M	0.2%	9,094	+0.1%
91	—	SPDR SERIES TRUST - ST STR CONV ETF	—	$1.8M	0.2%	18K	+0.4%
92	—	ISHARES TR - S&P 500 GRWT ETF	—	$1.8M	0.2%	12K	+0.0%
93	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$1.8M	0.2%	8,106	+0.2%
94	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$1.7M	0.2%	23K	+0.7%
95	—	VANGUARD WORLD FD - ESG US CORP BD	—	$1.7M	0.2%	29K	+38%
96	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$1.7M	0.2%	19K	+0.1%
97	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$1.7M	0.2%	24K	+0.2%
98	—	NEOS ETF TRUST - GOLD HIG INC ETF	—	$1.5M	0.1%	31K	+24%
99	—	ISHARES TR - RUSSELL 3000 ETF	—	$1.5M	0.1%	3,497	-4%
100	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	—	$1.5M	0.1%	27K	+0.3%
101	—	FIDELITY COVINGTON TRUST - ENHANCED LARGE	—	$1.5M	0.1%	34K	+0.1%
102	—	ARK ETF TR - INNOVATION ETF	—	$1.3M	0.1%	15K	—
103	—	INVESCO EXCHANGE TRADED FD T - RAFI US 1500	—	$1.3M	0.1%	25K	+0.0%
104	—	NEOS ETF TRUST - BITC HIG INC ETF	—	$1.3M	0.1%	38K	+29%
105	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$1.3M	0.1%	26K	+0.5%
106	—	ISHARES TR - FLTG RATE NT ETF	—	$1.3M	0.1%	25K	+1%
107	—	ISHARES TR - IBDS DEC28 ETF	—	$1.3M	0.1%	51K	+462%
108	—	ISHARES TR - ISHARES SEMICDTR	—	$1.3M	0.1%	2,215	+0.1%
109	—	ISHARES TR - CORE MSCI INTL	—	$1.2M	0.1%	14K	—
110	—	SPDR INDEX SHS FDS - ST DOW GLOBA ETF	—	$1.2M	0.1%	27K	+0.9%
111	—	ISHARES TR - MSCI CHINA ETF	—	$1.2M	0.1%	24K	—
112	—	NEOS ETF TRUST - MSCI EAFE HIGH	—	$1.2M	0.1%	23K	+134%
113	—	ISHARES TR - S&P 500 VAL ETF	—	$1.2M	0.1%	5,204	+0.2%
114	$WT	WisdomTree, Inc.	Financials	$1.2M	0.1%	21K	+0.1%
115	—	ISHARES TR - CORE S&P SCP ETF	—	$1.2M	0.1%	8,569	+171%
116	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$1.2M	0.1%	42K	+77%
117	—	ISHARES TR - PFD AND INCM SEC	—	$1.1M	0.1%	39K	+0.9%
118	$GS	GOLDMAN SACHS GROUP INC	Financials	$1.0M	0.1%	13K	+3%
119	—	ISHARES TR - IBONDS DEC 26	—	$975K	0.1%	38K	-48%
120	—	FIDELITY COVINGTON TRUST - HIGH DIVID ETF	—	$914K	0.1%	15K	+131%
121	—	SPDR INDEX SHS FDS - ST STR MSCI WLD	—	$894K	0.1%	5,800	—
122	—	VANGUARD WORLD FD - MRNGSTR VAL ETF	—	$866K	0.1%	5,376	+0.4%
123	—	FIDELITY COVINGTON TRUST - MSCI RL EST ETF	—	$831K	0.1%	31K	+0.8%
124	—	ISHARES TR - CORE 60 BALA ETF	—	$810K	0.1%	12K	—
125	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$800K	0.1%	27K	+0.2%
126	—	ISHARES TR - SELECT DIVID ETF	—	$780K	0.1%	5,129	+0.5%
127	—	ISHARES TR - JPMORGAN USD EMG	—	$776K	0.1%	8,542	+0.9%
128	—	VANGUARD INDEX FDS - MRNGSTR LRG CAP	—	$753K	0.1%	2,139	+13%
129	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$751K	0.1%	14K	+9%
130	$IAUM	iShares Gold Trust Micro	Financials	$695K	0.1%	17K	—
131	—	ISHARES TR - 0-5 YR TIPS ETF	—	$685K	0.1%	6,872	+0.0%
132	—	VANGUARD WORLD FD - MRNGSTR MEGA CAP	—	$668K	0.1%	7,211	+0.1%
133	—	SPDR INDEX SHS FDS - ST DOW INTL ETF	—	$633K	0.1%	25K	+1%
134	—	MORGAN STANLEY ETF TRUST - EATON VANCE SHRT	—	$629K	0.1%	13K	+0.2%
135	—	TIDAL TRUST III - VIST ARTI IN ETF	—	$626K	0.1%	8,377	+8%
136	—	VANGUARD MUN BD FDS - SHORT TAX EXEMPT	—	$624K	0.1%	8,395	+0.0%
137	$IVZ	Invesco Ltd.	Financials	$619K	0.1%	61K	+2%
138	—	ISHARES TR - IBONDS DEC 27	—	$573K	0.1%	23K	New
139	—	ISHARES TR - US AER DEF ETF	—	$571K	0.1%	2,754	+4%
140	—	ISHARES TR - CORE DIV GRWTH	—	$547K	0.1%	7,259	+1%
141	—	ISHARES INC - CORE MSCI EMKT	—	$542K	0.1%	6,676	+4%
142	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$540K	0.1%	7,702	-0.1%
143	$IVZ	Invesco Ltd.	Financials	$530K	0.1%	6,300	New
144	—	AMPLIFY ETF TR - BLOCK TECHN ETF	—	$524K	0.1%	8,562	—
145	—	BLACKROCK ETF TRUST II - ISHARES AAA CLO	—	$519K	0.1%	10K	—
146	—	FIDELITY COMWLTH TR - NASDAQ COMPSIT	—	$497K	0.1%	4,700	New
147	$BBN	BlackRock Taxable Municipal Bond Trust	—	$496K	0.1%	34K	+2%
148	—	ETF SER SOLUTIONS - COLTERPOINT NET	—	$495K	0.1%	21K	+1%
149	—	VANECK ETF TRUST - MORTGAGE REIT	—	$469K	0.0%	56K	—
150	$IVZ	Invesco Ltd.	Financials	$468K	0.0%	7,500	—

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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of New England Private Wealth Advisors's top 20 holdings: 61/100 (our AI quality score, weighted by position size; 5 of the 20 are scored)