New England Private Wealth Advisors LLC
All 13F Filings
- Location
- Wellesley, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,035,353
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 205 | 1,035,353 | 13F-HR | New England Private Wealth Advisors LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 200.9 K | 19.4% | 30.94 K | 0 | 30.94 K |
| ETFs | 821.5 K | 79.3% | 138.4 K | 0 | 138.4 K |
| Debt | 12.89 K | 1.2% | 0 | 192 | -192 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,035,353
Holdings
205
QoQ value change ($000)
169,170
(19.5%)
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.