New England Private Wealth Advisors LLC
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$866.2M
Holdings
194
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Sold 84.5% (226.0k → 35.1k shares)
5.5%
02
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 76.0% (128.4k → 30.8k shares)
4.8%
03
$FVD
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Sold 45.7% (762.8k → 414.4k shares)
4.1%
04
$JAAA
JANUS DETROIT STR TR
Q1 2026: New position (99.1k shares)
3.7%
05
$BNL
BROADSTONE NET LEASE INC
Q1 2026: Exited (was 1.58M shares)
3.3%
06
$SPLV
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 377.6k shares)
3.1%
07
$RPG
INVESCO EXCHANGE TRADED FD T
Q1 2026: Sold 95.2% (586.7k → 28.0k shares)
3.0%
08
$VXF
VANGUARD INDEX FDS
Q1 2026: Sold 99.2% (120.6k → 1.0k shares)
2.9%
09
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q1 2026: Sold 98.3% (507.4k → 8.8k shares)
2.7%
10
$VYMI
VANGUARD WHITEHALL FDS
Q1 2026: Exited (was 191.2k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.