CIK 1964652
New England Capital Financial Advisors LLC
Institutional 13F holdings & portfolio
Holdings
426
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 426
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 219K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 113K | $1M+ | SH |
| RLY | SSGA ACTIVE ETF TR | 494K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 555K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 114K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 209K | $1M+ | SH |
| HFSI | HARTFORD FDS EXCHANGE TRADED | 316K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 232K | $1M+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 259K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 65K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 114K | $1M+ | SH |
| SLYG | SPDR SERIES TRUST | 52K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 156K | $1M+ | SH |
| XCEM | COLUMBIA ETF TR II | 110K | $1M+ | SH |
| CSRE | COHEN & STEERS ETF TRUST | 156K | $1M+ | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 266K | $1M+ | SH |
| EVLN | MORGAN STANLEY ETF TRUST | 61K | $1M+ | SH |
| AAPL | APPLE INC | 8K | $1M+ | SH |
| CPSD | CALAMOS ETF TR | 58K | $1M+ | SH |
| MDYG | SPDR SERIES TRUST | 13K | $1M+ | SH |
| RTX | RTX CORPORATION | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $1M+ | SH |
| WMT | WALMART INC | 8K | $500K+ | SH |
| SPGM | SPDR INDEX SHS FDS | 11K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| FITB | FIFTH THIRD BANCORP | 15K | $500K+ | SH |
| EFX | EQUIFAX INC | 3K | $500K+ | SH |
| ES | EVERSOURCE ENERGY | 9K | $500K+ | SH |
| BOW | BOWHEAD SPECIALTY HLDGS INC | 20K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 1K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 926 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| T | AT&T INC | 15K | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 6K | $100K–$500K | SH |
| META | META PLATFORMS INC | 510 | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 925 | $100K–$500K | SH |
| AFL | AFLAC INC | 3K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |