New England Private Wealth Advisors LLC
Strategy in plain words
auto-generated from filingsNew England Private Wealth Advisors LLC is a wealth-management firm allocating client money, specialised in real_estate (72% of the long book), running a $866.2M US long book across 194 positions.
The portfolio is moderately concentrated (top 10 ≈ 36% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD DIVIDEND APPREC ETF, VANGUARD TOTAL STOCK MKT ETF, FIRST TRUST VALUE LINE DVD, JANUS HENDERSON AAA CLO ETF, BROADSTONE NET LEASE INC.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
No sector data
Long book by quarter
What does New England own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 194 | $866.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR/ARESTATEMENT | Feb 13, 2026 | 179 | $803.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 9, 2026 | 187 | $1.66B | SEC ↗ | |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 178 | $758.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 163 | $683.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 8, 2025 | 147 | $646.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 144 | $631.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 7, 2024 | 146 | $619.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 137 | $573.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 133 | $568.8M | canonical | SEC ↗ |