New England Private Wealth Advisors Q2 2026 Portfolio Activity: Significant Purchases and Minor Adjustments Observed
New England Private Wealth Advisors Llc's portfolio, valued at approximately $990 million as of June 30, 2026, showed notable changes this quarter with significant additions to several ETFs.
As of June 30, 2026, New England Private Wealth Advisors Llc maintains a substantial portfolio valued at approximately $990.5 million. This filing provides insights into the investor's activity during the second quarter of 2026, revealing both strategic additions and minor adjustments to their holdings across various exchange-traded funds (ETFs).
The most prominent change observed this quarter involves a significant increase in shares held for several ETFs. Notably, NEOS ETF Trust (CSHI) saw its position grow by an impressive 116.07%, representing a substantial new investment. Alongside this, the investor significantly boosted their stake in Vaneck ETF Trust (RAAX) by 264.83%, indicating strong confidence or a shift towards specific asset classes favored by this fund. The position in Global X Funds (SHLD) also experienced an extraordinary increase of 1092.03%, suggesting a major new allocation to this ETF provider.
Furthermore, the investor continued to build exposure through other significant purchases. The fund increased its holdings in iShares Core (IWF) by 287.21%, and similarly added shares to the Fidelity Congestion Trust (FBCG). These actions, alongside others like increasing positions in Vanguard funds (VIG, VTI, VXF) and First Trust Net Lease ETF (FVD), demonstrate a clear focus on expanding their portfolio through exchange-traded vehicles.
In contrast to the significant inflows, there were also minor reductions or exits from certain holdings. The investor decreased their position in Vanguard S&P 500 Growth ETF (VIG) by just 0.48%, while reducing shares in iShares Core S&P Total U.S. Stock Market ETF (VTI) and INVESCO Exchange Traded Fund Trust III (RPG) slightly, with changes of -1.41% and -0.22% respectively.
Additionally, the investor scaled back their position in Broadstone Net Lease Inc. ETF (BNL), which experienced a small decrease of 0.59%. However, it's worth noting that many other positions remained stable or saw minor fluctuations during this period.
The portfolio continues to be heavily concentrated with holdings categorized as "Unknown" sector by the platform, accounting for approximately 96.15% allocation. This is followed by a smaller but notable Real Estate allocation of about 3.6%, primarily in Broadstone Net Lease ETF (BNL). The remaining allocations are minimal, falling under Financial Services.