New England Private Wealth Advisors LLC ETF holdings
Wellesley, MA
Reported $997.0M in 195 ETFs in its Form 13F for June 30, 2026.
ETF value
$997.0M
ETFs held
195
Change from prior quarter
+19.5%
With price moves
ETFs as a share of its 13F
96.3%
of $1.0B
Top 10 of 195 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | $52.5M | 219,810 | −1,051 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $48.4M | 132,573 | +1,842 shares |
| FVD | First Trust Value Line Dividend Index Fund | $38.0M | 761,405 | −2,218 shares |
| JAAA | Janus Henderson AAA CLO ETF | $32.4M | 638,879 | +6,764 shares |
| RPG | Invesco S&P 500 Pure Growth ETF | $31.9M | 562,869 | −1,227 shares |
| VXF | Vanguard Extended Market ETF | $29.7M | 125,792 | +4,681 shares |
| CGDV | Capital Group Dividend Value ETF | $28.5M | 584,061 | +43,936 shares |
| SPLV | Invesco S&P 500 Low Volatility ETF | $28.3M | 366,189 | +538 shares |
| CSHI | NEOS Enhanced Income 1-3 Month T-Bill ETF | $25.8M | 517,928 | +278,221 shares |
| VYMI | Vanguard International High Dividend Yield ETF | $24.5M | 241,179 | +22,827 shares |
185 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001582813. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does New England Private Wealth Advisors LLC own?
New England Private Wealth Advisors LLC reported 195 ETF positions worth $997.0M in its Form 13F for June 30, 2026. The largest was VIG, at $52.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.