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NewCorp Financial Services, Inc.

Q4 2025 13F Holdings

  • Location
    alpharetta, GA
  • Num holdings

    49

  • Value ($000)

    $112,916

  • Date Filed
    02/10/2026
  • Form type
    13F-HR
  • CIK
    0002110453
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$17.79M
16 %

28,360

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$11.72M
10 %

158,292

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$10.25M
9 %

114,569

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$7.77M
7 %

26,780

S
SFLR

INNOVATOR ETFS TRUST

QUITY MANAGD FLR
45783Y673
$7.23M
6 %

196,175

X
XUSP

INNOVATOR ETFS TRUST

UNCAPPED ACCLRTD
45783Y699
$7.13M
6 %

150,182

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$6.5M
6 %

146,254

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$5.97M
5 %

23,138

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$4.98M
4 %

99,043

C
CGNG

CAPITAL GROUP NEW GEOGRAPHY

SHS
14021N105
$4.26M
4 %

133,464

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