DOSSIER · 13F-HR · Q1 2026

NewCorp Financial Services, Inc.

NewCorp Financial Services's family office based in Greenwich, CT $115M in tracked AUM across 50 positions as of Q1 2026.

NF
NewCorp Financial Services·Greenwich, CT·Family Office
CIK 0002110453 · last filed Mar 31, 2026
Total AUM
$115M
3.1%
vs prior
Holdings
50
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

NewCorp Financial Services, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$17M29K15.2%
02
BND
VANGUARD BD INDEX FDS
$12M169K10.8%
03
IEFA
ISHARES TR
$11M118K9.2%
04
VO
VANGUARD INDEX FDS
$8M28K7.0%
05
SFLR
INNOVATOR ETFS TRUST
$8M228K7.0%
06
XUSP
INNOVATOR ETFS TRUST
$7M157K6.0%
07
VB
VANGUARD INDEX FDS
$6M24K5.4%
08
CGGR
CAPITAL GROUP GROWTH ETF
$6M147K5.1%
09
VTEB
VANGUARD MUN BD FDS
$5M106K4.6%
10
CGNG
CAPITAL GROUP NEW GEOGRAPHY
$4M137K3.7%

Filing history

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