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
CGGR
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
$63.45M
27 %

1,444,730

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$21.60M
9 %

216,977

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$21.13M
9 %

111,388

RLY
RLY

SSGA ACTIVE ETF TR

MULT ASS RLRTN
$15.04M
6 %

487,085

CGCP
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
$12.90M
6 %

567,985

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$12.00M
5 %

114,862

SPYV
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
$11.64M
5 %

210,425

SPDW
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
$9.59M
4 %

224,058

CGSD
CGSD

CAPITAL GRP FIXED INCM ETF T

SHORT DURATION
$6.97M
3 %

268,281

SLYG
SLYG

SPDR SERIES TRUST

S&P 600 SMCP GRW
$4.73M
2 %

50,111

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