13F Filings History of New England Private Wealth Advisors LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$803,104,110
Signature - Title
Melissa.Boccaci - Chief Compliance Officer
Location
Wellesley, MA
Summary
This page shows a list of all the recent 13F filings made by New England Private Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New England Private Wealth Advisors LLC reported 179 stock holdings with total value $803,104,110 as of Q4 2025. Top holdings included VIG, VTI, FVD, BNL, and RPG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 179 $803,104,110 +$84,053,889 -$50,527,862 +$33,526,027 VIG, VTI, FVD, BNL, RPG Restatement 12 Feb 2026, 21:00
Q3 2025 178 $758,802,399 +$59,150,604 -$10,412,047 +$48,738,557 VIG, VTI, FVD, JAAA, RPG 13F-HR 12 Nov 2025, 19:18
Q2 2025 163 $683,745,304 +$24,938,003 -$44,007,991 -$19,069,988 VIG, VTI, FVD, JAAA, RPG 13F-HR 07 Aug 2025, 15:53
Q1 2025 147 $646,666,780 +$42,667,841 -$18,887,457 +$23,780,384 VIG, JAAA, FVD, VTI, BNL 13F-HR 08 May 2025, 10:17
Q4 2024 144 $631,206,061 +$52,524,018 -$22,081,329 +$30,442,689 VIG, VTI, FVD, BNL, SPLV 13F-HR 07 Feb 2025, 17:10
Q3 2024 146 $619,784,065 +$13,385,006 -$9,972,680 +$3,412,326 VIG, FVD, VTI, BNL, SPLV 13F-HR 07 Nov 2024, 12:04
Q2 2024 137 $573,247,212 +$17,155,269 -$10,993,699 +$6,161,570 VIG, FVD, VTI, BNL, SPLV 13F-HR 07 Aug 2024, 19:18
Q1 2024 133 $565,852,114 +$27,416,070 -$30,509,381 -$3,093,311 VIG, FVD, VTI, BNL, SPLV 13F-HR 08 May 2024, 10:13
Q4 2023 128 $541,695,550 +$33,907,773 -$22,279,825 +$11,627,948 VIG, FVD, BNL, VTI, SPLV 13F-HR 02 Feb 2024, 13:25
Q3 2023 113 $478,705,881 +$46,913,067 -$16,887,603 +$30,025,464 VIG, FVD, BNL, SPLV, VTI 13F-HR 07 Nov 2023, 20:21
Q2 2023 112 $495,082,377 +$19,910,393 -$28,938,548 -$9,028,155 VIG, FVD, BNL, SPLV, VTI 13F-HR 11 Aug 2023, 16:38
Q1 2023 107 $491,924,222 +$18,329,587 -$12,129,905 +$6,199,682 BNL, FVD, VIG, SPLV, VTI 13F-HR 04 May 2023, 21:41
Q4 2022 105 $471,716,527 +$28,069,806 -$19,046,296 +$9,023,510 BNL, VIG, FVD, SPLV, RPG 13F-HR 08 Feb 2023, 17:00
Q3 2022 93 $426,290,000 +$25,625,022 -$26,883,063 -$1,258,041 BNL, VIG, FVD, SPLV, RPG 13F-HR 09 Nov 2022, 14:52
Q2 2022 104 $374,646,000 $0 -$443,727 -$443,727 BNL, VIG, FVD, SPLV, SCHD 13F-HR 11 Aug 2022, 16:48
Q1 2022 105 $544,502,000 +$24,120,469 -$14,038,464 +$10,082,005 BNL, VIG, FVD, SPLV, XT 13F-HR 05 May 2022, 19:29
Q4 2021 104 $442,961,000 +$16,109,784 -$9,085,865 +$7,023,919 BNL, FVD, XT, RPG, VXF 13F-HR 07 Feb 2022, 20:11
Q3 2021 99 $535,918,000 +$20,361,419 -$6,783,734 +$13,577,685 BNL, VIG, FVD, XT, RPG 13F-HR 02 Nov 2021, 08:55
Q2 2021 101 $525,529,000 +$37,309,173 -$138,507,351 -$101,198,178 BNL, VIG, FVD, XT, SPLV 13F-HR 12 Aug 2021, 16:59
Q1 2021 96 $579,138,000 +$120,035,500 -$13,901,921 +$106,133,579 BNL, VIG, FVD, USMV, SPY 13F-HR 10 May 2021, 17:55
Q4 2020 86 $456,010,000 +$15,024,983 -$4,335,157 +$10,689,826 VIG, FVD, USMV, SPY, SPLV 13F-HR 12 Feb 2021, 21:52
Q3 2020 79 $398,632,000 +$18,971,670 -$10,928,285 +$8,043,385 VIG, FVD, USMV, SPLV, SPY 13F-HR 12 Nov 2020, 17:19
Q2 2020 80 $365,935,000 +$49,698,106 -$27,502,163 +$22,195,943 FVD, VIG, USMV, SPLV, SPY 13F-HR 05 Aug 2020, 20:09
Q1 2020 78 $293,808,000 +$12,724,297 -$23,993,886 -$11,269,589 FVD, SPLV, USMV, SPY, RPG 13F-HR 08 May 2020, 17:05
Q4 2019 78 $383,229,000 +$13,150,162 -$61,856,289 -$48,706,127 FVD, USMV, SPY, SPLV, RPG 13F-HR 11 Feb 2020, 17:24
Q3 2019 169 $412,089,000 +$11,713,353 -$16,613,620 -$4,900,267 FVD, USMV, SPY, SPLV, RPG 13F-HR 14 Nov 2019, 08:10
Q2 2019 166 $413,060,000 +$21,786,325 -$6,196,707 +$15,589,618 FVD, USMV, SPY, RPG, SPLV 13F-HR 08 Aug 2019, 16:48
Q1 2019 158 $385,981,000 +$17,812,264 -$12,601,026 +$5,211,238 FVD, SPY, USMV, RPG, SPLV 13F-HR 02 May 2019, 17:11
Q4 2018 144 $340,514,000 +$33,988,774 -$19,761,266 +$14,227,508 FVD, SPY, RPG, SPLV, VXF 13F-HR 11 Feb 2019, 21:04
Q3 2018 156 $374,060,000 +$10,554,765 -$4,984,741 +$5,570,024 FVD, SPY, RPG, VXF, RSP 13F-HR 13 Nov 2018, 16:13
Q2 2018 150 $354,756,000 +$79,225,926 -$82,250,386 -$3,024,460 FVD, SPY, VXF, RPG, RSP 13F-HR 13 Aug 2018, 09:23
Q1 2018 149 $354,038,000 +$21,570,762 -$17,409,166 +$4,161,596 FVD, SPY, VXF, RPG, RSP 13F-HR 04 May 2018, 15:48
Q4 2017 145 $355,182,000 +$13,651,896 -$6,609,835 +$7,042,061 FVD, SPY, VXF, RPG, SPLV 13F-HR 13 Feb 2018, 10:09
Q3 2017 141 $336,277,000 +$7,077,899 -$6,972,242 +$105,657 FVD, SPY, VXF, RPG, SPLV 13F-HR 09 Nov 2017, 08:14
Q2 2017 141 $323,950,000 +$8,452,346 -$4,617,954 +$3,834,392 FVD, SPY, VXF, RPG, SPLV 13F-HR 10 Aug 2017, 09:26
Q1 2017 136 $312,706,000 +$20,444,957 -$8,087,805 +$12,357,152 FVD, SPY, VXF, RPG, SPLV 13F-HR 12 May 2017, 14:22
Q4 2016 120 $287,721,000 +$9,631,510 -$5,367,959 +$4,263,551 FVD, SPY, RPG, SPLV, VXF 13F-HR 09 Feb 2017, 07:25
Q3 2016 123 $278,023,000 +$12,217,409 -$1,102,508 +$11,114,901 FVD, SPY, RPG, SPLV, SPHD 13F-HR 09 Nov 2016, 16:33
Q2 2016 119 $261,709,000 +$19,611,769 -$7,648,931 +$11,962,838 FVD, RPG, SPY, SPLV, SPHD 13F-HR 05 Aug 2016, 14:24
Q1 2016 119 $243,036,000 +$22,530,820 -$32,821,361 -$10,290,541 FVD, RPG, SPY, SPLV, VXF 13F-HR 11 May 2016, 21:08
Q4 2015 122 $251,843,000 +$20,602,757 -$12,820,723 +$7,782,034 RPG, VXF, FVD, SPY, SPLV 13F-HR 10 Feb 2016, 20:25
Q3 2015 109 $234,427,000 +$7,937,242 -$15,548,023 -$7,610,781 VXF, RPG, FVD, SPY, RSP 13F-HR 13 Nov 2015, 17:53
Q2 2015 105 $263,190,000 +$23,539,631 -$14,054,517 +$9,485,114 VXF, RPG, FVD, SPY, RSP 13F-HR 12 Aug 2015, 20:11
Q1 2015 105 $256,509,000 +$24,278,770 -$25,109,248 -$830,478 RPG, VXF, FVD, SPY, SPLV 13F-HR 13 May 2015, 21:13
Q4 2014 102 $253,839,000 +$22,214,897 -$23,484,098 -$1,269,201 VXF, RPG, FVD, SPY, SPLV 13F-HR 17 Feb 2015, 08:03
Q3 2014 102 $248,075,000 +$20,146,655 -$10,642,727 +$9,503,928 CVY, VXF, RPG, RFG, VIG 13F-HR 13 Nov 2014, 16:10
Q2 2014 104 $243,606,000 +$8,425,319 -$9,178,854 -$753,535 CVY, VXF, RPG, RFG, VIG 13F-HR 11 Aug 2014, 21:43
Q1 2014 100 $238,153,000 +$19,025,577 -$4,878,246 +$14,147,331 CVY, VXF, RPG, RFG, VIG 13F-HR 12 May 2014, 19:55
Q4 2013 93 $220,734,000 $0 $0 $0 CVY, VXF, RPG, RFG, VIG Restatement 13 Feb 2014, 15:36