13F Insight
DOSSIER · 13F-HR · Q1 2026

New England Capital Financial Advisors LLC

$365M in tracked AUM across 426 positions as of Q1 2026.

NE
CIK 0001964652 · last filed Mar 31, 2026
Total AUM
$365M
as of Q1 2026
Holdings
426
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

New England Capital Financial Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
HFSI
HARTFORD FDS EXCHANGE TRADED
$88M2.5M24.2%02
CGGR
CAPITAL GROUP GROWTH ETF
$56M1.4M15.3%03
VCRB
VANGUARD MALVERN FDS
$46M591K12.5%04
AVUV
AMERICAN CENTY ETF TR
$24M218K6.6%05
RSP
INVESCO EXCHANGE TRADED FD T
$22M114K6.0%06
RLY
SSGA ACTIVE ETF TR
$18M497K4.9%07
SPYV
SPDR SERIES TRUST
$11M202K3.1%08
SPYG
SPDR SERIES TRUST
$10M105K2.8%09
SPDW
SPDR INDEX SHS FDS
$10M222K2.8%10
CGMU
CAPITAL GRP FIXED INCM ETF T
$8M283K2.1%

Filing history

2026Q1Mar 31
$365M▲ 42.7%
426 positionsView →2025Q4Dec 31
$256M▲ 8.8%
427 positionsView →2025Q3Sep 30
$235M▲ 7.7%
420 positionsView →2025Q2Jun 30
$218M▲ 11.1%
422 positionsLocked2025Q1Mar 31
$197M▼ 4.0%
394 positionsLocked2024Q4Dec 31
$205M▲ 6.4%
412 positionsLocked2024Q3Sep 30
$193M▲ 7.7%
401 positionsLocked2024Q2Jun 30
$179M▲ 0.9%
404 positionsLocked2024Q1Mar 31
$177M▲ 6.5%
399 positionsLocked2023Q4Dec 31
$166M▲ 14.7%
400 positionsLocked2023Q3Sep 30
$145M▼ 4.3%
399 positionsLocked2023Q2Jun 30
$152M▲ 7.0%
394 positionsLocked
Showing 12 of 14