New England Capital Financial Advisors LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$365.3M
Holdings
424
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HFSI
HARTFORD FDS EXCHANGE TRADED
Q1 2026: New position (25.0k shares)
24.2%
02
$CGGR
CAPITAL GROUP GROWTH ETF
Q1 2026: New position (248.9k shares)
15.3%
03
$VCRB
VANGUARD MALVERN FDS
Held since at least Q1 2024
12.5%
04
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: New position (215.7k shares)
6.6%
05
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: New position (64.7k shares)
6.0%
06
$RLY
SSGA ACTIVE ETF TR
Held since at least Q1 2024
4.9%
07
$SPYV
SPDR SERIES TRUST
Q1 2026: New position (366.7k shares)
3.1%
08
$SPYG
SPDR SERIES TRUST
Q1 2026: New position (132.4k shares)
2.8%
09
$SPDW
SPDR INDEX SHS FDS
Q1 2026: New position (250.8k shares)
2.8%
10
$CGMU
CAPITAL GRP FIXED INCM ETF T
Q1 2026: New position (150.7k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:05 UTC.