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Manager record

New England Capital Financial Advisors LLC

Meriden, CT · CIK 1964652 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$418.26MReported 13F valueQ2 2026 · as filed
432Holdings listed
+14.5%vs prior quartervalue change includes market moves
5Quarters on record
Jul 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $218.5M$218.5MQ2 2025422 holdingsQ3 2025: $235.3M$235.3MQ3 2025420 holdingsQ4 2025: $256.0M$256.0MQ4 2025427 holdingsQ1 2026: $365.3M$365.3MQ1 2026426 holdingsQ2 2026: $418.3M$418.3MQ2 2026432 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 27 2026 13F-HR · period Q2 2026

$418.26M · 432 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$365.27M · 426 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$256.02M · 427 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$235.27M · 420 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$218.49M · 422 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 27, 2026 · Change methodology