NewCorp Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, NewCorp Financial Services, Inc. held in its portfolio 47 assets valued at $112,915,708 (i.e. $112.92M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($17.79M), VANGUARD BD INDEX FDS ($11.73M), and ISHARES TR ($10.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NewCorp Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 28360 | 17785150 | S&P 500 ETF SHS |
| VANGUARD BD INDEX FDS | 158292 | 11724715 | TOTAL BND MRKT |
| ISHARES TR | 114569 | 10249343 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 26780 | 7772007 | MID CAP ETF |
| INNOVATOR ETFS TRUST | 196175 | 7231028 | QUITY MANAGD FLR |
| INNOVATOR ETFS TRUST | 150182 | 7133179 | UNCAPPED ACCLRTD |
| CAPITAL GROUP GROWTH ETF | 146254 | 6503914 | SHS CREATION UNI |
| VANGUARD INDEX FDS | 23138 | 5968492 | SMALL CP ETF |
| VANGUARD MUN BD FDS | 99043 | 4980859 | TAX EXEMPT BD |
| CAPITAL GROUP NEW GEOGRAPHY | 133464 | 4261521 | SHS |
| CAPITAL GRP FIXED INCM ETF T | 126569 | 3495836 | US MULTI-SECTOR |
| INNOVATOR ETFS TRUST | 82115 | 2751674 | DEFINED WLT SHLD |
| INNOVATOR ETFS TRUST | 94855 | 2699573 | INTL DEVELOPED |
| INNOVATOR ETFS TRUST | 64834 | 2579629 | US EQT ULTRA BF |
| CAPITAL GRP FIXED INCM ETF T | 46013 | 1172410 | MUNICIPAL HIGH I |
| VANGUARD INDEX FDS | 3231 | 1083126 | TOTAL STK MKT |
| APPLE INC | 3916 | 1064569 | COM |
| INNOVATOR ETFS TRUST | 35695 | 1015865 | US SMALL CAP MNG |
| INNOVATOR ETFS TRUST | 24541 | 966274 | US EQTY ULTRA B |
| SCHWAB STRATEGIC TR | 35138 | 905155 | MUN BD ETF |
| VANGUARD SPECIALIZED FUNDS | 3733 | 820330 | DIV APP ETF |
| INNOVATOR ETFS TRUST | 20580 | 744173 | INTRNL DEV JAN |
| AFLAC INC | 6518 | 718755 | COM |
| SCHWAB STRATEGIC TR | 24769 | 679403 | US DIVIDEND EQ |
| INNOVATOR ETFS TRUST | 15538 | 674038 | US EQTY PWR BUF |
| ISHARES BITCOIN TRUST ETF | 13462 | 668388 | SHS BEN INT |
| CAPITAL GRP FIXED INCM ETF T | 21893 | 580602 | CORE BOND ETF |
| INVESCO EXCH TRD SLF IDX FD | 28377 | 560165 | BULSHS 2027 CB |
| AMPLIFY ETF TR | 11489 | 511252 | CWP ENHANCED DIV |
| MASTEC INC | 2345 | 509733 | COM |
| INNOVATOR ETFS TRUST | 13177 | 441534 | INTRNL DEV JULY |
| SCHWAB STRATEGIC TR | 17635 | 429762 | SHT TM US TRES |
| INVESCO EXCH TRD SLF IDX FD | 20399 | 420210 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 20103 | 393514 | BULSHS 2026 CB |
| INNOVATOR ETFS TRUST | 6545 | 330356 | INTERNATIONAL DE |
| DYCOM INDS INC | 954 | 322357 | COM |
| WISDOMTREE TR | 5911 | 304992 | US MIDCAP DIVID |
| INNOVATOR ETFS TRUST | 8572 | 298820 | INTERNATIONAL DV |
| MICROSOFT CORP | 570 | 275811 | COM |
| AMAZON COM INC | 1173 | 270752 | COM |
| INNOVATOR ETFS TRUST | 8501 | 256941 | INTL DEVELOPED P |
| SCHWAB STRATEGIC TR | 8267 | 246522 | INTERNL DIVID |
| INNOVATOR ETFS TRUST | 7152 | 245171 | NASDAQ 100 MANA |
| INVESCO EXCHANGE TRADED FD T | 4808 | 220646 | RAFI US 1500 |
| HOME DEPOT INC | 629 | 216369 | COM |
| BERKSHIRE HATHAWAY INC DEL | 430 | 216139 | CL B NEW |
| INVESCO EXCH TRD SLF IDX FD | 9757 | 214654 | INVSCO 28 HYCORP |
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