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New England Capital Financial Advisors LLC Historic Quarter Change: USA ETF, Added

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New England Capital Financial Advisors LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, New England Capital Financial Advisors LLC opened 117 positions, added to 242, reduced 100 and sold out of 107.

  • Q2 2026: Stock AVUV; Country of operation —; Class US SML CP VALU; Shares before 218,324.
  • Q2 2026: Stock RSP; Country of operation —; Class S&P500 EQL WGT; Shares before 114,458.
  • Q2 2026: Stock VCRB; Country of operation —; Class CORE BD ETF; Shares before 590,874.
  • Q2 2026: Stock XCEM; Country of operation —; Class EM CORE EX ETF; Shares before 114,364.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964652), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026AVUV
AMERICAN CENTY ETF TR		US SML CP VALU218,324233,551+15,227$24,118,231$29,137,769+$5,019,5382026-07-27
Q2 2026RSP
INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT114,458126,090+11,632$21,966,799$26,828,203+$4,861,4042026-07-27
Q2 2026VCRB
VANGUARD MALVERN FDS		CORE BD ETF590,874632,969+42,095$45,721,858$48,885,883+$3,164,0252026-07-27
Q2 2026XCEM
COLUMBIA ETF TR II		EM CORE EX ETF114,364116,106+1,742$4,667,177$6,139,661+$1,472,4842026-07-27
Q2 2026GSEW
GOLDMAN SACHS ETF TR		EQUAL WEIGHT US2,2092,988+779$186,982$282,149+$95,1672026-07-27
Q2 2026FTEC
FIDELITY COVINGTON TRUST		MSCI INFO TECH I544545+1$113,268$155,633+$42,3652026-07-27
Q2 2026CPSM
CALAMOS ETF TR		S P 500 STRUCTUR1811,306+1,125$5,223$38,211+$32,9882026-07-27
Q2 2026MGK
VANGUARD WORLD FD		MEGA GRWTH IND173400+227$63,568$35,164-$28,4042026-07-27
Q2 2026VOOG
VANGUARD ADMIRAL FDS INC		500 GRTH IDX F169500+331$68,900$41,310-$27,5902026-07-27
Q2 2026QQQM
INVESCO EXCH TRADED FD TR II		NASDAQ 100 ETF36112+76$8,488$33,803+$25,3152026-07-27
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF96771+675$67,248$92,168+$24,9202026-07-27
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 1100101+1$57,551$74,018+$16,4672026-07-27
Q2 2026NXTG
FIRST TR EXCHANGE-TRADED FD		INDXX NEXTG ETF263264+1$29,420$40,461+$11,0412026-07-27
Q2 2026ROBT
FIRST TR EXCHANGE TRADED FD		NASDQ ARTFCIAL1,0771,078+1$49,730$60,621+$10,8912026-07-27
Q2 2026CIBR
FIRST TR EXCHANGE-TRADED FD		NASDAQ CYB ETF390391+1$24,472$35,108+$10,6362026-07-27
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS115+14$598$10,303+$9,7052026-07-27
Q2 2026IWD
ISHARES TR		RUS 1000 VAL ETF162163+1$34,615$39,397+$4,7822026-07-27
Q2 2026VDE
VANGUARD WORLD FD		ENERGY ETF8788+1$15,134$13,220-$1,9142026-07-27
Q2 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ643648+5$19,729$20,543+$8142026-07-27
Q2 2026DFIS
DIMENSIONAL ETF TRUST		INTL SMALL CAP E315319+4$10,615$11,177+$5622026-07-27
Q2 2026FSSL
FS SPECIALTY LENDING FD		COM SH BEN INT536556+20$6,710$6,196-$5142026-07-27
Q2 2026FENI
FIDELITY COVINGTON TRUST		ENHANCED INTL3536+1$1,314$1,430+$1162026-07-27

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