New England Capital Financial Advisors LLC (CIK: 0001964652) is a financial institution headquartered at 79 Main Street, , Meriden, Connecticut 06451. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $256,017,212, comprising 426 distinct securities. Over its filing history, it has submitted 13 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2025 — Top-10 concentration: 73.2%. Quarterly turnover: 3.3%. ▲ 30 new, +139 added, −35 reduced, ×19 exited.

Top Buys

Q4 2025

1. HFSI Hartford Strategic Income Etf

+$11.21 M

2. VCRB Vanguard Core Bond Etf

+$5.05 M

3. PDBC Invesco Optimum Yield Divers

+$3.52 M

4. CPSD Clms S&P Str Alt Dec

+$1.5 M

5. CGDV Capital Group Dividend Value Etf

+$671,049.86

6. CGMU Capital Group Municipal Income Etf

+$393,531.9

7. SPDW Spdr Portfolio Developed World Ex-Us Etf

+$340,669.11

Top Sells

Q4 2025

1. CGGR Capital Group Growth Etf

−$995,505.65

2. EVLN Eaton Vance Floating-Rate Etf

−$424,026.21

3. CGCP Capital Group Core Plus Income Etf

−$295,881.94

4. MU Micron Technology

−$285,153.63

5. CGSD Capital Group Short Duration Income Etf

−$243,974.16

Stocks/ETFs

+11.25%

$256.01 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

-99.80%

$10,536 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Capital Group Growth Etf ETF-CGGR	1.42 M	$63.25 M	24.71%	▼ 22,386	Reduce -1.6%
Avantis Us Small Cap Value Etf ETF-AVUV	218,518	$22.28 M	8.70%	▲ 1,541	Add 0.7%
Invesco S&P 500 Equal Weight Etf ETF-RSP	112,630	$21.58 M	8.43%	▲ 1,242	Add 1.1%
Spdr Ssga Multi-Asset Real Return Etf ETF-RLY	494,151	$15.54 M	6.07%	▲ 7,066	Add 1.5%
Capital Group Core Plus Income Etf ETF-CGCP	554,916	$12.56 M	4.91%	▼ 13,069	Reduce -2.3%
Spdr Portfolio S&P 500 Growth Etf ETF-SPYG	113,593	$12.12 M	4.73%	▼ 1,269	Reduce -1.1%
Spdr Portfolio S&P 500 Value Etf ETF-SPYV	209,175	$11.88 M	4.64%	▼ 1,250	Reduce -0.6%
Hartford Strategic Income Etf ETF-HFSI	315,964	$11.21 M	4.38%	▲ 315,964	New Buy
Spdr Portfolio Developed World Ex-Us Etf ETF-SPDW	231,729	$10.29 M	4.02%	▲ 7,671	Add 3.4%
Capital Group Short Duration Income Etf ETF-CGSD	258,901	$6.73 M	2.63%	▼ 9,380	Reduce -3.5%

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New England Capital Financial Advisors LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by New England Capital Financial Advisors LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 13 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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New England Capital Financial Advisors LLC Quarterly 13F Statistics

Discover detailed insights into New England Capital Financial Advisors LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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New England Capital Financial Advisors LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by New England Capital Financial Advisors LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

New England Capital Financial Advisors LLC 13F Filings, Portfolio & Analysis

New England Capital Financial Advisors LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

New England Capital Financial Advisors LLC's Portfolio

New England Capital Financial Advisors LLC Quarterly 13F Statistics

New England Capital Financial Advisors LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)