New England Capital Financial Advisors LLC

Q3 2025 13F Holdings

  • Location
    meriden, CT
  • Num holdings

    419

  • Value ($000)

    $235,272

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0001964652
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
$63.45M
27 %

1,444,730

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$21.60M
9 %

216,977

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$21.13M
9 %

111,388

R
RLY

SSGA ACTIVE ETF TR

MULT ASS RLRTN
$15.04M
6 %

487,085

C
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
$12.90M
6 %

567,985

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$12.00M
5 %

114,862

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
$11.64M
5 %

210,425

S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
$9.59M
4 %

224,058

C
CGSD

CAPITAL GRP FIXED INCM ETF T

SHORT DURATION
$6.97M
3 %

268,281

S
SLYG

SPDR SERIES TRUST

S&P 600 SMCP GRW
$4.73M
2 %

50,111

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