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New England Private Wealth Advisors LLC
New England Private Wealth Advisors LLC (NEPWA) is an SEC-registered investment advisor headquartered in Wellesley, MA, serving the greater Boston region and beyond. Founded in 2005, NEPWA specializes in highly customized and integrated wealth management and financial planning solutions, working mainly with high-net-worth individuals, families, and select institutions. As of early 2025, NEPWA managed approximately $2.9 billion in assets and maintained a team of about 17-18 employees. In March 2025, NEPWA was acquired by Aspen Standard Group, LLC, but continues to operate under its established brand and client-centric approach.
Investment Strategy
NEPWA employs a collaborative, team-based approach to provide personalized wealth management and investment advisory services. The firm utilizes open-architecture investment solutions, offering both active and passive strategies as well as alternative investments to build well-diversified, tax-efficient portfolios. NEPWA’s strategy emphasizes goals-based planning, transparency, and a fiduciary standard, aiming to align portfolio management with clients’ financial goals and risk tolerance. Their holistic methodology encompasses financial planning, tax and estate strategies, retirement planning, and risk management, always prioritizing client education, transparency, and integrity.
Latest 13F Filing Activity
New England Private Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 162 equity positions with a total 13F market value of $684M. The fund increased holdings in Invesco Exchange Traded FD T, Vanguard Index FDS, American Centy Etf TR among other positions. New England Private Wealth Advisors LLC reduced exposure to Broadstone Net Lease Inc., Dimensional Etf Trust, Janus Detroit STR TR among others.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 6.95% | $47.5M | 228,833 | $157.05 | $204.67 | +$3.3M |
V VTI | VANGUARD INDEX FDS | 5.44% | $37.2M | 119,225 | $234.35 | $303.93 | +$4.1M |
F FVD | FIRST TR EXCHANGE-TRADED FD | 5.04% | $34.4M | 762,256 | $27.03 | $44.70 | +$638.8K |
J JAAA | JANUS DETROIT STR TR | 5.00% | $34.2M | 673,005 | $50.70 | $50.75 | -$2.1M |
R RPG | INVESCO EXCHANGE TRADED FD T | 4.08% | $27.9M | 590,370 | $25.59 | $45.77 | +$5.2M |
Industry Allocation
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