New England Private Wealth Advisors LLC
•CIK: 1582813•Filing: Q4 2025
**New England Private Wealth Advisors LLC** manages $803M across a diversified portfolio of 179 positions. The strategy exhibits significant allocations to core equity indices and sector-specific growth plays, notably holding VIG at $49.7M and VTI at $43.0M. Further concentration is visible in technology and specialized sectors, with top holdings including FVD ($35.1M), BNL ($27.4M), and RPG ($27.4M). This positioning suggests a focus on established market leaders alongside targeted, high-conviction growth opportunities.
Total AUM
$803.1M
QoQ Performance
+5.8%
Positions
61
Top 10 Concentration
37.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VIG
VTI
VIG6.2%
VTI5.4%
FVD4.4%
BNL3.4%
RPG3.4%
SPLV3.4%
VXF3.1%
CGDV2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.4%
ETF4.6%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$1.7M
+8 more exited positions
Changes from Q3 2025
NEW14 new positions
↑115 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023