New England Capital Financial Advisors
$418M 13F equity value
447 Holdings
Quarter ended June 30, 2026
The latest 13F on file for New England Capital Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| HFSI | HARTFORD FDS EXCHANGE TRADED | 2,742,268 | $96M | 23.1% |
| CGGR | CAPITAL GROUP GROWTH ETF | 1,531,893 | $72M | 17.3% |
| VCRB | VANGUARD MALVERN FDS | 632,969 | $49M | 11.7% |
| AVUV | AMERICAN CENTY ETF TR | 233,551 | $29M | 7.0% |
| RSP | INVESCO EXCHANGE TRADED FD T | 126,090 | $27M | 6.4% |
| RLY | SSGA ACTIVE ETF TR | 508,246 | $18M | 4.2% |
| SPYG | SPDR SERIES TRUST | 101,462 | $12M | 2.9% |
| SPYV | SPDR SERIES TRUST | 196,252 | $12M | 2.9% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 231,462 | $11M | 2.7% |
| SPDW | SPDR INDEX SHS FDS | 214,550 | $11M | 2.6% |
Track New England Capital Financial Advisors's 13F portfolio: $418M in reported holdings, 447 positions. Top holdings and quarterly changes on SentiSense.
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