★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

New England Private Wealth Advisors LLC

Wellesley, MA · CIK 1582813 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.05BReported 13F valueQ3 2026 · as filed
205Holdings listed
+1.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $683.7M$683.7MQ2 2025163 holdingsQ3 2025: $758.8M$758.8MQ3 2025178 holdingsQ4 2025: $803.1M$803.1MQ4 2025179 holdingsQ1 2026: $866.2M$866.2MQ1 2026194 holdingsQ2 2026: $1.0B$1.0BQ2 2026205 holdingsQ3 2026: $1.0B$1.0BQ3 2026205 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 19 2026 13F-HR · period Q3 2026

$1.05B · 205 holdings listed · View original SEC filing ↗

Aug 04 2026 13F-HR · period Q2 2026

$1.04B · 205 holdings listed · View original SEC filing ↗

May 08 2026 13F-HR · period Q1 2026

$866.18M · 194 holdings listed · View original SEC filing ↗

Feb 13 2026 13F-HR/A · period Q4 2025

$803.10M · 179 holdings listed · amendment (restatement) · View original SEC filing ↗

Feb 09 2026 13F-HR · period Q4 2025

$1.66B · 187 holdings listed · View original SEC filing ↗

Nov 13 2025 13F-HR · period Q3 2025

$758.80M · 178 holdings listed · View original SEC filing ↗

Aug 07 2025 13F-HR · period Q2 2025

$683.75M · 163 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 19, 2026 · Change methodology