New England Private Wealth Advisors LLC has disclosed its latest holdings, revealing a total value of over $1 billion as of September 30, 2026. This filing is significant as it highlights the firm’s investment strategies and positions within the financial services industry.
The firm’s recent Form 13F-HR, filed on October 19, 2026, shows a diversified portfolio with investments across various ETFs and mutual funds. This update not only reflects the firm’s asset management strategies but also provides insights into its approach in the competitive wealth management sector.
New England Private Wealth Advisors LLC, based in Wellesley, Massachusetts, is categorized under the financial services sector. The firm has consistently filed its quarterly holdings reports, with the latest filing indicating a total of 205 different positions, amounting to a total value of $1,048,103,215.
According to the filing, the firm’s Chief Compliance Officer, Melissa Boccaci, signed off on the report, confirming its accuracy and compliance with SEC regulations. The filing indicates that the firm has maintained a sole investment discretion over its reported holdings, showcasing its active management style.
The report includes notable investments in various funds, including those managed by BlackRock and other prominent asset managers. For instance, the firm holds significant positions in BlackRock ETF Trust II and various ETFs managed by Invesco, reflecting a strategy focused on diversified and growth-oriented assets.
This update may impact competitors in the wealth management space, as they analyze New England Private Wealth Advisors' investment choices and strategies. The firm’s substantial holdings in ETFs and mutual funds may influence market trends and investor sentiment within the sector.
Looking ahead, the filing does not specify any immediate next steps or upcoming events related to these holdings. However, industry observers will likely keep a close eye on how the firm’s portfolio evolves in response to market conditions.