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NewCorp Financial Services, Inc.

Q1 2026 13F Holdings

  • Location
    alpharetta, GA
  • Num holdings

    50

  • Value ($000)

    $115,362

  • Date Filed
    04/23/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$17.49M
15 %

29,267

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$12.42M
11 %

168,593

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$10.65M
9 %

117,641

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$8.09M
7 %

28,156

S
SFLR

INNOVATOR ETFS TRUST

QUITY MANAGD FLR
45783Y673
$8.08M
7 %

228,117

X
XUSP

INNOVATOR ETFS TRUST

UNCAPPED ACCLRTD
45783Y699
$6.92M
6 %

156,753

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$6.19M
5 %

23,623

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$5.91M
5 %

146,955

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$5.27M
5 %

105,626

C
CGNG

CAPITAL GROUP NEW GEOGRAPHY

SHS
14021N105
$4.32M
4 %

136,920

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