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Showing Q3 2025 data
New Century Financial Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
New Century Financial Group, LLC
โขCIK: 2010693โขFiling: Q3 2025
**New Century Financial Group, LLC** manages $56M across a diversified portfolio of 63 positions. The fund exhibits notable concentration in core market indices and technology leaders, with top holdings including IVV at $4.7M and MDY at $4.0M. Significant allocations are also directed toward major tech names such as AAPL ($1.7M), NVDA ($1.6M), and MSFT ($1.4M). This structure suggests a tactical approach balancing broad market exposure with targeted growth plays.
Total AUM
$56.3M
QoQ Performance
-34.0%
Positions
48
Top 10 Concentration
37.1%
Latest Filing
Q3 2025
Top Holdings Allocation
IVV
MDY
IVV8.4%
MDY7.1%
LNC3.1%
AAPL3.0%
SPY2.9%
NVDA2.8%
VO2.6%
MSFT2.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other62.5%
Technology14.3%
ETF11.3%
Financial7.6%
Industrial2.1%
Consumer1.5%
Healthcare0.8%
๐ช Exited Positionssold since Q2 2025
+54 more exited positions
Changes from Q2 2025
NEW13 new positions
โ12 increased
โ34 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023