New England Private Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
194
Total value ($000)
$866,183
Net value change ($000)
+63,079 (7.9%)
New positions
16
Sold out positions
1
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JAAA 31,840 NEW
CSHI 9,152 329.1%
RAAX 5,502 441.9%
FLMI 3,858 29.5%
VYMI 3,372 19.6%
FEGE 3,294 NEW
IEFA 2,989 75.7%
VXUS 2,543 18.9%
GMOI 2,537 NEW
EMLP 2,187 18.6%
Top Reduces (Value $000, Stocks/ETFs)
AKRE -4,803 -23.5%
VIG -2,166 -4.4%
MOAT -1,842 -10.0%
SPY -1,598 -7.9%
VTI -1,322 -3.1%
QQEW -1,054 -10.7%
RPG -1,017 -3.7%
RSP -900 -8.9%
IWB -872 -5.5%
IWF -862 -10.0%
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