13F
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New England Private Wealth Advisors LLC

13F equity value
$866M
Positions
194
Top 10 concentration
35.5%
Quarters / total new picks
12 / 45
13F equity value over time
$0M$830M$2B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 12 quarters, returned -2.7% per quarter — versus +4.2% per quarter from simply owning every 13F stock. It beat that baseline in only 33.3% of quarters (excess t = -1.63, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-4.9%
t-stat
-1.63
Quarterly win rate
33%
Annualized excess
-28.9%
$1 → follow vs universe
$0.69 vs $1.61
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720210630: universe 1.21720220930: universe 1.30720240630: universe 1.42620250331: universe 1.55520251231: universe 1.608 20180331: follow 0.97820180630: follow 0.97320180930: follow 0.96120181231: follow 0.97620190331: follow 1.02920190630: follow 1.03820190930: follow 1.09020210630: follow 1.01020220930: follow 0.82320240630: follow 0.64320250331: follow 0.66320251231: follow 0.686 0.59 1.16 1.74 201820192021202220242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 194 · 2026 Q1

Ticker Value Weight QoQ
VIG $47M
5.5%
TRIM
VTI $42M
4.8%
TRIM
FVD $36M
4.2%
HOLD
JAAA $32M
3.7%
HOLD
BNL $29M
3.3%
HOLD
SPLV $27M
3.1%
TRIM
RPG $26M
3.0%
TRIM
VXF $25M
2.9%
HOLD
CGDV $23M
2.6%
ADD
VYMI $21M
2.4%
ADD
SPY $19M
2.1%
TRIM
FLMI $17M
2.0%
ADD
MOAT $17M
1.9%
TRIM
VXUS $16M
1.8%
ADD
VT $16M
1.8%
TRIM
AKRE $16M
1.8%
TRIM
IWB $15M
1.7%
HOLD
XT $15M
1.7%
ADD
EMLP $14M
1.6%
ADD
TDIV $13M
1.6%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.