New England Private Wealth Advisors LLC: 13F holdings
CIK 15828132026Q2
| Positions | 205 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VIG VANGUARD SPECIALIZED FUNDS | 219,810 | $52.5m | 5.1% |
| VTI VANGUARD INDEX FDS | 132,573 | $48.4m | 4.7% |
| FVD FIRST TR EXCHANGE-TRADED FD | 761,405 | $38.0m | 3.7% |
| BNL BROADSTONE NET LEASE INC | 1,594,398 | $35.7m | 3.4% |
| JAAA JANUS DETROIT STR TR | 638,879 | $32.4m | 3.1% |
| RPG INVESCO EXCHANGE TRADED FD T | 562,869 | $31.9m | 3.1% |
| VXF VANGUARD INDEX FDS | 125,792 | $29.7m | 2.9% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 584,061 | $28.5m | 2.8% |
| SPLV INVESCO EXCH TRADED FD TR II | 366,189 | $28.3m | 2.7% |
| NEOS ETF TRUST | 517,928 | $25.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1582813")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.