New England Capital Financial Advisors LLC: 13F holdings

CIK 19646522026Q2

Positions431
Reported value$418.3m
Filed2026-07-27

Top 10 holdings

SecuritySharesValueWeight
HARTFORD FDS EXCHANGE TRADED2,742,268$96.4m23.1%
CGGR CAPITAL GROUP GROWTH ETF1,531,893$72.3m17.3%
VANGUARD MALVERN FDS632,969$48.9m11.7%
AVUV AMERICAN CENTY ETF TR233,551$29.1m7.0%
RSP INVESCO EXCHANGE TRADED FD T126,090$26.8m6.4%
SSGA ACTIVE ETF TR508,246$17.5m4.2%
SPYG SPDR SERIES TRUST101,462$12.1m2.9%
SPYV SPDR SERIES TRUST196,252$11.9m2.9%
CGDV CAPITAL GROUP DIVIDEND VALUE231,462$11.4m2.7%
EWU SPDR INDEX SHS FDS214,550$10.8m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1964652")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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