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Darren Tapley

New England Capital Financial Advisors Llc

Assets Managed
$365.267M
Holdings
425
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
42.68%(2Q avg: 25.75%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in New England Capital Financial Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 425 positions.

Assets under management

The assets under management (AUM) of New England Capital Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 365.267M in assets, with a quarterly growth rate of 42.68% and a 2-quarter average growth rate of 25.75%. The portfolio is managed by Darren Tapley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
HSUN
Hartfor Strateg Income Etf-u
Recent Activity
Increased 705.46%
24.2%
$88.36M
2.545M shares@ $34.73 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Decreased -2.01%
15.34%
$56.01M
1.394M shares@ $40.2 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 811.88%
12.52%
$45.722M
590,874 shares@ $77.39 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -0.08%
6.61%
$24.118M
218,324 shares@ $110.47 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 1.63%
6.02%
$21.967M
114,458 shares@ $191.93 avg price
RLY
Spdr Ssga Multi-asset Real R
Recent Activity
Increased 0.51%
4.92%
$17.954M
496,657 shares@ $36.16 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -3.24%
3.14%
$11.451M
202,384 shares@ $56.58 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -7.17%
2.83%
$10.323M
105,439 shares@ $97.91 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -4.31%
2.78%
$10.122M
221,732 shares@ $45.66 avg price
CGMU
Cap Group Municipal Income
Recent Activity
Increased 81.83%
2.11%
$7.677M
282,765 shares@ $27.16 avg price

1-10 of 425