New England Capital Financial Advisors LLC - Portfolio overview

New England Capital Financial Advisors LLC has 459 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. HFSI - HARTFORD FDS EXCHANGE TRADED, 23.94%
2. CGGR - CAPITAL GROUP GROWTH ETF, 15.17%
3. VCRB - VANGUARD MALVERN FDS, 12.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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