New England Private Wealth Advisors LLC
All 13F Filings
- Location
- Wellesley, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 803,104
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 179 | 803,104 | 13F-HR/A - RESTATEMENT | New England Private Wealth Advisors LLC |
| Q4 2025 | 2/9/2026 | 187 | 1,660,000 | 13F-HR | New England Private Wealth Advisors LLC |
| Q3 2025 | 11/13/2025 | 178 | 758,802 | 13F-HR | New England Private Wealth Advisors LLC |
| Q2 2025 | 8/7/2025 | 163 | 683,745 | 13F-HR | New England Private Wealth Advisors LLC |
| Q1 2014 | 5/13/2014 | 100 | 238,153 | 13F-HR | New England Private Wealth Advisors LLC |
| Q4 2013 | 2/13/2014 | 93 | 220,734 | 13F-HR/A - RESTATEMENT | New England Private Wealth Advisors LLC |
| Q4 2013 | 2/11/2014 | 93 | 220,771 | 13F-HR | New England Private Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 488.5 K | 60.8% | 23.78 K | 0 | 23.78 K |
| ETFs | 300.5 K | 37.4% | 27.49 K | 0 | 27.49 K |
| Debt | 13.25 K | 1.7% | 0 | 6.992 K | -6.992 K |
| Other | 818 | 0.1% | 15 | 0 | 15 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
803,104
Holdings
179
QoQ value change ($000)
44,302
(5.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.