New England Private Wealth Advisors LLC

Q3 2025 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
178
Total value ($000)
$758,802
Net value change ($000)
+75,057 (11.0%)
New positions
18
Sold out positions
3
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VT 15,445 4934.5%
VTI 4,551 12.2%
VPU 4,274 1548.6%
FTSL 3,833 NEW
ESGV 3,310 909.3%
VXUS 2,643 29.4%
CGDV 2,461 15.7%
VSGX 2,074 NEW
EFA 1,806 34.6%
MOAT 1,792 11.2%
Top Reduces (Value $000, Stocks/ETFs)
COWZ -1,581 -100.0%
FEGE -1,131 -100.0%
AVUV -979 -24.5%
JAAA -863 -2.5%
PVAL -692 -11.5%
VIGI -557 -5.5%
IBHE -530 -65.4%
XBI -340 -100.0%
RSP -269 -2.6%
JEPI -96 -1.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type