account_balance

Investment manager · 13F filer · SEC CIK 2110453

NewCorp Financial Services, Inc.

Reported value$132Mas of Sep 30, 2026
Positions54 5 new, 5 sold out
Top 10 weight70.8%VOO alone is 15%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 15.3% Trimmed −5%
IEFA iShares Tr 9.0% Held
BND Vanguard Bd Index FDS 8.5% Trimmed −8%
SFLR Innovator Etfs Trust 7.7% Added +8%
VO Vanguard Index FDS 7.1% Held
XUSP Innovator Etfs Trust 6.3% Trimmed −5%
VB Vanguard Index FDS 5.2% Held
CGNG Capital Group New Geography 3.9% Held
VTEB Vanguard Mun Bd FDS 3.9% Added +2%
CGGR Capital Group Growth ETF 3.8% Trimmed −29%
IFLR Innovator Etfs Trust 3.3% Added +10%
CGMS Capital GRP Fixed Incm ETF T 3.2% Added +12%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • CAGE $3.03M
  • JAAA $2.83M
  • QQQ $1.53M
  • BUFF $687K
arrow_upwardAdded
  • BFRZ +73%
  • CGMS +12%
  • IFLR +10%
  • SFLR +8%
arrow_downwardTrimmed
  • UFEB −70%
  • CGGR −29%
  • IAUG −21%
  • UDEC −16%
remove_circleSold out
  • IBIT $511K
  • DY $254K
  • IFEB $247K
  • UAPR $204K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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