13F Filings History of New England Capital Financial Advisors LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$256,017,136
Signature - Title
Darren Tapley - Chief Compliance Officer
Location
Meriden, CT
Summary
This page shows a list of all the recent 13F filings made by New England Capital Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New England Capital Financial Advisors LLC reported 424 stock holdings with total value $256,017,136 as of Q4 2025. Top holdings included CGGR, AVUV, RSP, RLY, and CGCP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 424 $256,017,136 +$20,424,869 -$3,013,542 +$17,411,327 CGGR, AVUV, RSP, RLY, CGCP 13F-HR 30 Jan 2026, 19:20
Q3 2025 418 $235,272,288 +$11,505,345 -$8,202,983 +$3,302,362 CGGR, AVUV, RSP, RLY, CGCP 13F-HR 22 Oct 2025, 15:47
Q2 2025 420 $218,487,711 +$6,580,472 -$679,004 +$5,901,468 CGGR, RSP, AVUV, RLY, CGCP 13F-HR 08 Aug 2025, 15:04
Q1 2025 393 $196,602,605 +$21,145,140 -$23,838,535 -$2,693,395 CGGR, RSP, AVUV, RLY, CGCP 13F-HR 05 May 2025, 15:32
Q4 2024 411 $204,864,121 +$21,529,084 -$9,714,393 +$11,814,691 CGGR, RSP, VBR, RLY, SPYV 13F-HR 03 Feb 2025, 21:22
Q3 2024 400 $192,625,794 +$5,615,012 -$4,380,411 +$1,234,601 CGGR, RSP, VBR, SPYV, SPYG 13F-HR 29 Oct 2024, 18:59
Q2 2024 403 $178,890,382 +$3,336,101 -$1,761,652 +$1,574,449 CGGR, RSP, VBR, SPYG, SPYV 13F-HR 29 Jul 2024, 12:10
Q1 2024 398 $177,321,592 +$6,010,553 -$8,179,047 -$2,168,494 CGGR, RSP, VBR, SPYV, SPYG 13F-HR 02 May 2024, 16:38
Q4 2023 399 $166,492,099 +$5,936,319 -$1,039,725 +$4,896,594 CGGR, RSP, VBR, SPYV, SPYG 13F-HR 01 Feb 2024, 16:08
Q3 2023 398 $145,134,827 +$16,755,132 -$18,359,386 -$1,604,254 CGGR, RSP, VBR, SPYV, SPYG 13F-HR 06 Nov 2023, 15:56
Q2 2023 393 $151,585,294 +$5,494,160 -$3,787,687 +$1,706,473 CGGR, RLY, VBR, SPYV, SPYG 13F-HR 02 Aug 2023, 16:47
Q1 2023 437 $141,605,567 +$2,036,093 -$2,359,148 -$323,055 CGGR, RLY, VBR, SPYV, SPYG 13F-HR 04 May 2023, 17:30
Q4 2022 441 $140,424,811 $0 $0 $0 CGGR, RLY, VBR, SPYV, SPYG 13F-HR 03 Feb 2023, 17:44