New England Capital Financial Advisors LLC - Portfolio Stock Holdings
New England Capital Financial Advisors LLC disclosed 445 stock positions in a recent SEC 13F filing. $418,262,713 of stock holdings were filed, with the largest holdings including HFSI, CGGR, and VCRB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $673,011,670 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
445Est. Stock Holding Value:
$418,262,713Top Stock Holdings By Sector
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Portfolio Stock Holdings - New England Capital Financial Advisors LLC
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% of Portfolio
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