Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
New England Capital Financial Advisors LLC (CIK 1964652) reported $365.3M across 417 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HSUN ($88.4M, 24.19%), CGGR ($56.0M, 15.33%), VCRB ($45.7M, 12.52%), AVUV ($24.1M, 6.60%), RSP ($22.0M, 6.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HSUN | HARTFORD FDS EXCHANGE TRADED | $88.4M | 24.19% | 2.5M | Added |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $56.0M | 15.33% | 1.4M | Trimmed |
| 3 | VCRB | VANGUARD MALVERN FDS | $45.7M | 12.52% | 590,874 | Added |
| 4 | AVUV | AMERICAN CENTY ETF TR | $24.1M | 6.60% | 218,324 | Trimmed |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $22.0M | 6.01% | 114,458 | Added |
| 6 | RLY | SSGA ACTIVE ETF TR | $18.0M | 4.92% | 496,657 | Added |
| 7 | SPYV | SPDR SERIES TRUST | $11.5M | 3.13% | 202,384 | Trimmed |
| 8 | SPYG | SPDR SERIES TRUST | $10.3M | 2.83% | 105,439 | Trimmed |
| 9 | SPDW | SPDR INDEX SHS FDS | $10.1M | 2.77% | 221,732 | Trimmed |
| 10 | CGMU | CAPITAL GRP FIXED INCM ETF T | $7.7M | 2.10% | 282,765 | Added |
| 11 | SLYG | SPDR SERIES TRUST | $6.4M | 1.76% | 66,530 | Added |
| 12 | CSRE | COHEN & STEERS ETF TRUST | $6.4M | 1.74% | 242,299 | Added |
| 13 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.1M | 1.66% | 142,805 | Added |
| 14 | CGCP | CAPITAL GRP FIXED INCM ETF T | $5.9M | 1.61% | 262,984 | Trimmed |
| 15 | XCEM | COLUMBIA ETF TR II | $4.7M | 1.28% | 114,364 | Added |
| 16 | PDBC | INVESCO ACTVELY MNGD ETC FD | $4.5M | 1.23% | 260,342 | Trimmed |
| 17 | AAPL | APPLE INC | $2.1M | 0.57% | 8,166 | Trimmed |
| 18 | CGSD | CAPITAL GRP FIXED INCM ETF T | $1.9M | 0.52% | 74,129 | Trimmed |
| 19 | MDYG | SPDR SERIES TRUST | $1.7M | 0.47% | 18,079 | Added |
| 20 | CPSD | CALAMOS ETF TR | $1.5M | 0.40% | 56,586 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $1.4M | 0.39% | 8,400 | Added |
| 22 | TOUS | T ROWE PRICE ETF INC | $1.1M | 0.31% | 33,157 | Added |
| 23 | RTX | RTX CORPORATION | $1.1M | 0.30% | 5,763 | Trimmed |
| 24 | PG | PROCTER & GAMBLE CO | $1.1M | 0.29% | 7,307 | Added |
| 25 | WMT | WALMART INC | $996,049 | 0.27% | 8,015 | Added |
Source: SEC Form 13F filings · as of 2026-03-31