New England Capital Financial Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported a total of 447 positions held in its portfolio.
The filing lists a diverse range of common stock holdings, with Apple Inc. appearing as the largest position, holding 2,936,505 shares. Other significant holdings include Alphabet Inc. Class A (918 shares), Amazon.com Inc. (3,062 shares), AT&T Inc. (16,431 shares), and Visa Inc. (4,330 shares).
The portfolio also includes substantial positions in exchange-traded funds (ETFs) and other investment vehicles. The Capital Group Dividend Value Shares Creation Unit holds 23,872,643 shares, while the Capital Group Growth ETF Shares Creation Unit holds 1,545,803 shares. Other notable ETF positions include the Invesco ActiveShares ETF Trust Optimum Yield (234,828 shares) and the Invesco Exchange Traded Fund T S&P500 Eql Wgt (126,711 shares).
The filing provides a comprehensive list of all equity holdings, including positions in companies such as Berkshire Hathaway Inc., Eli Lilly & Co., Chevron Corporation, and UnitedHealth Group Incorporated.
