New England Private Wealth Advisors LLC
All 13F Filings
- Location
- Wellesley, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 866,183
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 194 | 866,183 | 13F-HR | New England Private Wealth Advisors LLC |
| 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 | 170 K | 19.6% | 0 | 318.6 K | -318.6 K |
| ETFs | 683.1 K | 78.9% | 382.6 K | 0 | 382.6 K |
| Debt | 13.09 K | 1.5% | 0 | 168 | -168 |
| Other | 0 | 0.0% | 0 | 818 | -818 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
866,183
Holdings
194
QoQ value change ($000)
63,079
(7.9%)
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.