account_balance
Investment manager · 13F filer · SEC CIK 1964652
New England Capital Financial Advisors LLC
Reported value$430Mas of Sep 30, 2026
Positions446 47 new, 31 sold out
Top 10 weight78.8%HFSI alone is 22%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
HFSIHartford FDS Exchange Traded
22.2%Added +3%
CGGRCapital Group Growth ETF
17.1%
VCRBVanguard Malvern FDS
11.2%Added +3%
AVUVAmerican Centy ETF Tr
6.4%
RSPInvesco Exchange Traded Fd T
6.1%
RLYSsga Active ETF Tr
4.3%
FSCCFederated Hermes ETF Trust
3.2%New
SPYGSPDR Series Trust
2.9%
SPYVSPDR Series Trust
2.8%
CGDVCapital Group Dividend Value
2.7%Added +3%
SPDWSPDR Index SHS FDS
2.5%
CGMUCapital GRP Fixed Incm ETF T
1.8%
HFSIHartford FDS Exchange Traded
22.2%Added +3%
CGGRCapital Group Growth ETF
17.1%
VCRBVanguard Malvern FDS
11.2%+3%
AVUVAmerican Centy ETF Tr
6.4%
RSPInvesco Exchange Traded Fd T
6.1%
RLYSsga Active ETF Tr
4.3%
FSCC3.2%
SPYG2.9%
SPYV
CGDV
SPDW2.5%
CGMU
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HFSI Hartford FDS Exchange Traded 22.2% Added +3%
CGGR Capital Group Growth ETF 17.1% Held
VCRB Vanguard Malvern FDS 11.2% Added +3%
AVUV American Centy ETF Tr 6.4% Held
RSP Invesco Exchange Traded Fd T 6.1% Held
RLY Ssga Active ETF Tr 4.3% Held
FSCC Federated Hermes ETF Trust 3.2% New
SPYG SPDR Series Trust 2.9% Held
SPYV SPDR Series Trust 2.8% Held
CGDV Capital Group Dividend Value 2.7% Added +3%
SPDW SPDR Index SHS FDS 2.5% Held
CGMU Capital GRP Fixed Incm ETF T 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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